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Journey Strategic Wealth’s iShares Gold Trust IAU Stock Holding History

Journey Strategic Wealth’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 		– Sell
-2,821
Closed -$229K – 851
2025
Q4 		$229K Sell
2,821
-164
-5% -$12.8K 0.01% 641
2025
Q3 		$217K Buy
+2,985
New +$195K 0.01% 624

Other funds holding IAU

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Journey Strategic Wealth's IAU Position: Q1 2026 in Review

Journey Strategic Wealth sold out of iShares Gold Trust (IAU) in Q1 2026, closing a stake of 2,821 shares — an estimated $229K sold.

Journey Strategic Wealth first reported a position in IAU in Q3 2025 and held it in 2 quarters. The position peaked at $229K in Q4 2025. 1,975 funds tracked by Wall St. Rank hold IAU as of Q1 2026.

  • Journey Strategic Wealth reported no remaining iShares Gold Trust position as of Q1 2026 after selling out during the quarter.
  • Journey Strategic Wealth sold 2,821 iShares Gold Trust shares in Q1 2026, an estimated $229K.
  • Journey Strategic Wealth first reported a position in iShares Gold Trust in Q3 2025 and held it in 2 quarters.
  • Journey Strategic Wealth's iShares Gold Trust position peaked at $229K in Q4 2025.
  • 1,975 funds tracked by Wall St. Rank held iShares Gold Trust as of Q1 2026.

Based on Journey Strategic Wealth's 13F filing for Q1 2026, filed 15 Apr 2026.