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JT Stratford LLC’s iShares Gold Trust IAU Stock Holding History

JT Stratford LLC’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 		$1.08M Sell
12,247
-2,955
-19% -$271K 0.14% 147
2025
Q4 		$1.23M Sell
15,202
-182
-1% -$14.2K 0.16% 131
2025
Q3 		$1.12M Buy
15,384
+2,047
+15% +$134K 0.15% 136
2025
Q2 		$832K Buy
13,337
+2,767
+26% +$171K 0.13% 157
2025
Q1 		$623K Buy
+10,570
New +$572K 0.11% 180

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

JT Stratford LLC's IAU Position: Q1 2026 in Review

JT Stratford LLC reduced its iShares Gold Trust (IAU) stake by 19% in Q1 2026, selling an estimated $271K and leaving 12,247 shares worth $1.08M. The position accounts for 0.14% of the portfolio, ranked #147.

JT Stratford LLC first reported a position in IAU in Q1 2025 and has held it in 5 quarters since. The position peaked at $1.23M in Q4 2025. 1,961 funds tracked by Wall St. Rank hold IAU as of Q1 2026.

  • JT Stratford LLC held 12,247 shares of iShares Gold Trust worth $1.08M as of Q1 2026.
  • JT Stratford LLC sold 2,955 iShares Gold Trust shares in Q1 2026, an estimated $271K.
  • iShares Gold Trust made up 0.14% of JT Stratford LLC's portfolio in Q1 2026, its #147 holding.
  • JT Stratford LLC first reported a position in iShares Gold Trust in Q1 2025 and has held it in 5 quarters since.
  • JT Stratford LLC's iShares Gold Trust position peaked at $1.23M in Q4 2025.
  • 1,961 funds tracked by Wall St. Rank held iShares Gold Trust as of Q1 2026.

Based on JT Stratford LLC's 13F filing for Q1 2026, filed 15 May 2026.