Ken Fisher
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Ken Fisher’s iShares Gold Trust IAU Stock Holding History

Ken Fisher’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 		$839K Sell
9,511
-763
-7% -$70K ﹤0.01% 709
2025
Q4 		$834K Buy
10,274
+6,717
+189% +$525K ﹤0.01% 703
2025
Q3 		$259K Sell
3,557
-6,530
-65% -$426K ﹤0.01% 918
2025
Q2 		$629K Sell
10,087
-2,980
-23% -$185K ﹤0.01% 754
2025
Q1 		$770K Buy
13,067
+2,803
+27% +$152K ﹤0.01% 726
2024
Q4 		$508K Sell
10,264
-87
-0.8% -$4.37K ﹤0.01% 773
2024
Q3 		$514K Buy
10,351
+4,632
+81% +$217K ﹤0.01% 756
2024
Q2 		$251K Sell
5,719
-839
-13% -$37.1K ﹤0.01% 910
2024
Q1 		$276K Sell
6,558
-2,589
-28% -$101K ﹤0.01% 878
2023
Q4 		$357K Buy
+9,147
New +$342K ﹤0.01% 837
2023
Q3 		– Sell
-7,373
Closed -$268K – 1215
2023
Q2 		$268K Buy
+7,373
New +$276K ﹤0.01% 972
2022
Q3 		– Sell
-5,835
Closed -$200K – 967
2022
Q2 		$200K Sell
5,835
-3,434
-37% -$122K ﹤0.01% 865
2022
Q1 		$341K Sell
9,269
-5,649
-38% -$202K ﹤0.01% 796
2021
Q4 		$519K Buy
+14,918
New +$510K ﹤0.01% 756
2021
Q1 		– Sell
-7,520
Closed -$273K – 943
2020
Q4 		$273K Buy
+7,520
New +$269K ﹤0.01% 813
2020
Q3 		– Sell
-12,369
Closed -$420K – 869
2020
Q2 		$420K Buy
+12,369
New +$405K ﹤0.01% 678
2019
Q3 		– Sell
-5,463
Closed -$148K – 846
2019
Q2 		$148K Buy
+5,463
New +$137K ﹤0.01% 804
2018
Q3 		– Sell
-7,470
Closed -$180K – 828
2018
Q2 		$180K Buy
+7,470
New +$187K ﹤0.01% 778
2018
Q1 		– Sell
-5,800
Closed -$145K – 793
2017
Q4 		$145K Buy
+5,800
New +$142K ﹤0.01% 840

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

Ken Fisher's IAU Position: Q1 2026 in Review

Ken Fisher reduced its iShares Gold Trust (IAU) stake by 7.4% in Q1 2026, selling an estimated $70K and leaving 9,511 shares worth $839K. The position accounts for ﹤0.01% of the portfolio, ranked #709.

Ken Fisher first reported a position in IAU in Q4 2017 and has held it in 19 quarters since. 1,962 funds tracked by Wall St. Rank hold IAU as of Q1 2026.

  • Ken Fisher held 9,511 shares of iShares Gold Trust worth $839K as of Q1 2026.
  • Ken Fisher sold 763 iShares Gold Trust shares in Q1 2026, an estimated $70K.
  • iShares Gold Trust made up ﹤0.01% of Ken Fisher's portfolio in Q1 2026, its #709 holding.
  • Ken Fisher first reported a position in iShares Gold Trust in Q4 2017 and has held it in 19 quarters since.
  • 1,962 funds tracked by Wall St. Rank held iShares Gold Trust as of Q1 2026.

Based on Fisher Asset Management's 13F filing for Q1 2026, filed 5 May 2026.