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LaSalle St. Investment Advisors’s iShares Gold Trust IAU Stock Holding History

LaSalle St. Investment Advisors’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 		$10.1M Buy
114,676
+8,710
+8% +$799K 1.42% 12
2025
Q4 		$8.6M Buy
105,966
+45,095
+74% +$3.53M 1.39% 14
2025
Q3 		$4.43M Buy
60,871
+1,575
+3% +$103K 0.79% 21
2025
Q2 		$3.7M Buy
59,296
+2,796
+5% +$173K 1.01% 16
2025
Q1 		$3.33M Buy
56,500
+36,734
+186% +$1.99M 0.78% 21
2024
Q4 		$978K Buy
19,766
+11,907
+152% +$598K 0.3% 62
2024
Q3 		$390K Buy
7,859
+2,394
+44% +$112K 0.15% 118
2024
Q2 		$240K Buy
5,465
+236
+5% +$10.4K 0.12% 139
2024
Q1 		$219K Sell
5,229
-16
-0.3% -$627 0.12% 127
2023
Q4 		$2.05M Sell
5,245
-4,797
-48% -$179K 0.14% 116
2023
Q3 		$351K Sell
10,042
-5,224
-34% -$191K 0.17% 75
2023
Q2 		$555K Sell
15,266
-26,279
-63% -$985K 0.25% 53
2023
Q1 		$1.55M Sell
41,545
-25,123
-38% -$902K 0.69% 27
2022
Q4 		$2.31M Buy
+66,668
New +$2.19M 1.09% 22

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

LaSalle St. Investment Advisors's IAU Position: Q1 2026 in Review

LaSalle St. Investment Advisors increased its iShares Gold Trust (IAU) stake by 8.2% in Q1 2026, buying an estimated $799K and bringing the position to 114,676 shares worth $10.1M. The position accounts for 1.42% of the portfolio, ranked #12.

LaSalle St. Investment Advisors first reported a position in IAU in Q4 2022 and has held it in 14 quarters since. 1,962 funds tracked by Wall St. Rank hold IAU as of Q1 2026.

  • LaSalle St. Investment Advisors held 114,676 shares of iShares Gold Trust worth $10.1M as of Q1 2026.
  • LaSalle St. Investment Advisors bought 8,710 iShares Gold Trust shares in Q1 2026, an estimated $799K.
  • iShares Gold Trust made up 1.42% of LaSalle St. Investment Advisors's portfolio in Q1 2026, its #12 holding.
  • LaSalle St. Investment Advisors first reported a position in iShares Gold Trust in Q4 2022 and has held it in 14 quarters since.
  • 1,962 funds tracked by Wall St. Rank held iShares Gold Trust as of Q1 2026.

Based on LaSalle St. Investment Advisors's 13F filing for Q1 2026, filed 8 May 2026.