IAG
IAU icon

Ipsen Advisor Group’s iShares Gold Trust IAU Stock Holding History

Ipsen Advisor Group’s Portfolio IAU Stock Details IAU Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$2.26M Sell
25,691
-14,093
-35% -$1.29M 1.58% 20
2025
Q4 		$3.23M Sell
39,784
-2,441
-6% -$191K 2.29% 12
2025
Q3 		$3.05M Buy
42,225
+355
+0.8% +$23.2K 2.19% 12
2025
Q2 		$2.59M Buy
41,870
+1,106
+3% +$68.5K 1.97% 12
2025
Q1 		$2.38M Buy
40,764
+771
+2% +$41.7K 2.05% 12
2024
Q4 		$1.98M Buy
+39,993
New +$2.01M 1.69% 13
2022
Q4 		$992K Buy
+28,668
New +$941K 1.14% 19

Other funds holding IAU

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return

Ipsen Advisor Group's IAU Position: Q1 2026 in Review

Ipsen Advisor Group reduced its iShares Gold Trust (IAU) stake by 35% in Q1 2026, selling an estimated $1.29M and leaving 25,691 shares worth $2.26M. The position accounts for 1.58% of the portfolio, ranked #20.

Ipsen Advisor Group first reported a position in IAU in Q4 2022 and has held it in 7 quarters since. The position peaked at $3.23M in Q4 2025. 1,960 funds tracked by Wall St. Rank hold IAU as of Q1 2026.

  • Ipsen Advisor Group held 25,691 shares of iShares Gold Trust worth $2.26M as of Q1 2026.
  • Ipsen Advisor Group sold 14,093 iShares Gold Trust shares in Q1 2026, an estimated $1.29M.
  • iShares Gold Trust made up 1.58% of Ipsen Advisor Group's portfolio in Q1 2026, its #20 holding.
  • Ipsen Advisor Group first reported a position in iShares Gold Trust in Q4 2022 and has held it in 7 quarters since.
  • Ipsen Advisor Group's iShares Gold Trust position peaked at $3.23M in Q4 2025.
  • 1,960 funds tracked by Wall St. Rank held iShares Gold Trust as of Q1 2026.

Based on Ipsen Advisor Group's 13F filing for Q1 2026, filed 29 May 2026.