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Latitude Advisors’s iShares Gold Trust IAU Stock Holding History

Latitude 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 		– Sell
-22,388
Closed -$1.82M – 224
2025
Q4 		$1.82M Sell
22,388
-1,004
-4% -$78.5K 0.8% 24
2025
Q3 		$1.7M Sell
23,392
-995
-4% -$64.9K 0.78% 26
2025
Q2 		$1.52M Buy
+24,387
New +$1.51M 0.77% 26
2021
Q3 		– Sell
-7,929
Closed -$267K – 286
2021
Q2 		$267K Sell
7,929
-1,050
-12% -$36.3K 0.2% 132
2021
Q1 		$264K Buy
8,979
+1,113
+14% +$38K 0.22% 117
2020
Q4 		$285K Buy
+7,866
New +$282K 0.25% 101

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

Latitude Advisors's IAU Position: Q1 2026 in Review

Latitude Advisors sold out of iShares Gold Trust (IAU) in Q1 2026, closing a stake of 22,388 shares — an estimated $1.82M sold.

Latitude Advisors first reported a position in IAU in Q4 2020 and held it in 6 quarters. The position peaked at $1.82M in Q4 2025. 1,962 funds tracked by Wall St. Rank hold IAU as of Q1 2026.

  • Latitude Advisors reported no remaining iShares Gold Trust position as of Q1 2026 after selling out during the quarter.
  • Latitude Advisors sold 22,388 iShares Gold Trust shares in Q1 2026, an estimated $1.82M.
  • Latitude Advisors first reported a position in iShares Gold Trust in Q4 2020 and held it in 6 quarters.
  • Latitude Advisors's iShares Gold Trust position peaked at $1.82M in Q4 2025.
  • 1,962 funds tracked by Wall St. Rank held iShares Gold Trust as of Q1 2026.

Based on Latitude Advisors's 13F filing for Q1 2026, filed 27 Apr 2026.