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Klingman & Associates’s iShares Gold Trust IAU Stock Holding History

Klingman & Associates’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 		$1.38M Buy
15,608
+9,295
+147% +$853K 0.07% 105
2025
Q4 		$512K Sell
6,313
-190
-3% -$14.9K 0.02% 190
2025
Q3 		$473K Sell
6,503
-490
-7% -$32K 0.02% 198
2025
Q2 		$436K Sell
6,993
-873
-11% -$54.1K 0.02% 186
2025
Q1 		$464K Hold
7,866
– – 0.03% 166
2024
Q4 		$389K Sell
7,866
-117
-1% -$5.88K 0.02% 182
2024
Q3 		$397K Buy
7,983
+3,333
+72% +$156K 0.02% 182
2024
Q2 		$204K Buy
+4,650
New +$205K 0.01% 240
2022
Q1 		– Sell
-5,790
Closed -$202K – 208
2021
Q4 		$202K Buy
+5,790
New +$198K 0.02% 179
2021
Q2 		– Sell
-5,449
Closed -$177K – 167
2021
Q1 		$177K Buy
+5,449
New +$186K 0.02% 168
2016
Q3 		– Sell
-218
Closed -$6K – 381
2016
Q2 		$6K Buy
+218
New +$5.3K ﹤0.01% 320

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

Klingman & Associates's IAU Position: Q1 2026 in Review

Klingman & Associates increased its iShares Gold Trust (IAU) stake by 147% in Q1 2026, buying an estimated $853K and bringing the position to 15,608 shares worth $1.38M. The position accounts for 0.07% of the portfolio, ranked #105.

Klingman & Associates first reported a position in IAU in Q2 2016 and has held it in 11 quarters since. 1,960 funds tracked by Wall St. Rank hold IAU as of Q1 2026.

  • Klingman & Associates held 15,608 shares of iShares Gold Trust worth $1.38M as of Q1 2026.
  • Klingman & Associates bought 9,295 iShares Gold Trust shares in Q1 2026, an estimated $853K.
  • iShares Gold Trust made up 0.07% of Klingman & Associates's portfolio in Q1 2026, its #105 holding.
  • Klingman & Associates first reported a position in iShares Gold Trust in Q2 2016 and has held it in 11 quarters since.
  • 1,960 funds tracked by Wall St. Rank held iShares Gold Trust as of Q1 2026.

Based on Klingman & Associates's 13F filing for Q1 2026, filed 14 May 2026.