JP Morgan Chase
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JP Morgan Chase’s iShares Gold Trust IAU Stock Holding History

JP Morgan Chase’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
2024
Q3 		– Sell
-2,100
Closed -$92.3K – 7530
2024
Q2 		$92.3K Sell
2,100
-3,700
-64% -$164K ﹤0.01% 5554
2024
Q1 		$244K Buy
+5,800
New +$227K ﹤0.01% 5242

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
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

JP Morgan Chase's IAU Position: Q1 2026 in Review

JP Morgan Chase reduced its iShares Gold Trust (IAU) stake by 25% in Q1 2026, selling an estimated $273M and leaving 8,865,334 shares worth $753M. The position accounts for 0.05% of the portfolio, ranked #318.

JP Morgan Chase first reported a position in IAU in Q2 2013 and has held it in 52 quarters since. The position peaked at $961M in Q4 2025. 1,960 funds tracked by Wall St. Rank hold IAU as of Q1 2026.

  • JP Morgan Chase held 8,865,334 shares of iShares Gold Trust worth $753M as of Q1 2026.
  • JP Morgan Chase sold 2,979,297 iShares Gold Trust shares in Q1 2026, an estimated $273M.
  • iShares Gold Trust made up 0.05% of JP Morgan Chase's portfolio in Q1 2026, its #318 holding.
  • JP Morgan Chase first reported a position in iShares Gold Trust in Q2 2013 and has held it in 52 quarters since.
  • JP Morgan Chase's iShares Gold Trust position peaked at $961M in Q4 2025.
  • 1,960 funds tracked by Wall St. Rank held iShares Gold Trust as of Q1 2026.

Based on JP Morgan Chase's 13F filing for Q1 2026, filed 13 May 2026.