Knollwood Investment Advisory’s iShares Gold Trust IAU Stock Holding History

Knollwood Investment Advisory’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	$6.63M	Buy	75,160 +21	+0%	+$1.93K	0.67%	34
2025 Q4	$6.1M	Buy	75,139 +8,112	+12%	+$634K	0.57%	38
2025 Q3	$4.88M	Buy	67,027 +5,651	+9%	+$369K	0.44%	48
2025 Q2	$3.83M	Hold	61,376	–	–	0.37%	59
2025 Q1	$3.62M	Buy	61,376 +18,525	+43%	+$1M	0.4%	55
2024 Q4	$2.12M	Hold	42,851	–	–	0.22%	113
2024 Q3	$2.13M	Hold	42,851	–	–	0.23%	110
2024 Q2	$1.88M	Hold	42,851	–	–	0.21%	115
2024 Q1	$1.8M	Hold	42,851	–	–	0.33%	54
2023 Q4	$1.67M	Hold	42,851	–	–	0.35%	56
2023 Q3	$1.5M	Hold	42,851	–	–	0.7%	40
2023 Q2	$1.56M	Hold	42,851	–	–	0.53%	49
2023 Q1	$1.6M	Hold	42,851	–	–	0.31%	53
2022 Q4	$1.48M	Buy	+42,851	New	+$1.41M	0.58%	49

Other funds holding IAU

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Knollwood Investment Advisory's IAU Position: Q1 2026 in Review

Knollwood Investment Advisory increased its iShares Gold Trust (IAU) stake by 0.03% in Q1 2026, buying an estimated $1.93K and bringing the position to 75,160 shares worth $6.63M. The position accounts for 0.67% of the portfolio, ranked #34.

Knollwood Investment Advisory first reported a position in IAU in Q4 2022 and has held it in 14 quarters since. 1,965 funds tracked by Wall St. Rank hold IAU as of Q1 2026.

Knollwood Investment Advisory held 75,160 shares of iShares Gold Trust worth $6.63M as of Q1 2026.
Knollwood Investment Advisory bought 21 iShares Gold Trust shares in Q1 2026, an estimated $1.93K.
iShares Gold Trust made up 0.67% of Knollwood Investment Advisory's portfolio in Q1 2026, its #34 holding.
Knollwood Investment Advisory first reported a position in iShares Gold Trust in Q4 2022 and has held it in 14 quarters since.
1,965 funds tracked by Wall St. Rank held iShares Gold Trust as of Q1 2026.

Based on Knollwood Investment Advisory's 13F filing for Q1 2026, filed 14 May 2026.