LWANC
IAU icon

Laurel Wealth Advisors (North Carolina)’s iShares Gold Trust IAU Stock Holding History

Laurel Wealth Advisors (North Carolina)’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
-125
Closed -$10.1K – 392
2025
Q4 		$10.1K Buy
+125
New +$9.78K ﹤0.01% 481
2025
Q2 		– Sell
-125
Closed -$7.37K – 398
2025
Q1 		$7.37K Hold
125
– – ﹤0.01% 503
2024
Q4 		$6.19K Hold
125
– – ﹤0.01% 528
2024
Q3 		$6.21K Hold
125
– – ﹤0.01% 493
2024
Q2 		$5.49K Sell
125
-10
-7% -$442 ﹤0.01% 473
2024
Q1 		$5.67K Sell
135
-627
-82% -$24.6K ﹤0.01% 475
2023
Q4 		$29.7K Hold
762
– – 0.01% 326
2023
Q3 		$26.7K Hold
762
– – 0.01% 335
2023
Q2 		$27.7K Hold
762
– – 0.01% 336
2023
Q1 		$28.5K Buy
762
+10
+1% +$359 0.01% 333
2022
Q4 		$26K Hold
752
– – 0.01% 311
2022
Q3 		$24K Hold
752
– – 0.01% 315
2022
Q2 		$26K Hold
752
– – 0.01% 316
2022
Q1 		$28K Sell
752
-20
-3% -$715 0.01% 317
2021
Q4 		$27K Hold
772
– – 0.01% 318
2021
Q3 		$26K Sell
772
-2,705
-78% -$92.2K 0.01% 317
2021
Q2 		$117K Buy
3,477
+1,800
+107% +$62.2K 0.03% 206
2021
Q1 		$55K Buy
1,677
+902
+116% +$30.8K 0.01% 261
2020
Q4 		$28K Sell
775
-125
-14% -$4.47K 0.01% 309
2020
Q3 		$32K Hold
900
– – 0.01% 276
2020
Q2 		$31K Buy
900
+650
+260% +$21.3K 0.01% 269
2020
Q1 		$8K Sell
250
-209
-46% -$6.32K ﹤0.01% 381
2019
Q4 		$13K Buy
+459
New +$13K ﹤0.01% 365

Other funds holding IAU

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Laurel Wealth Advisors (North Carolina)'s IAU Position: Q1 2026 in Review

Laurel Wealth Advisors (North Carolina) sold out of iShares Gold Trust (IAU) in Q1 2026, closing a stake of 125 shares — an estimated $10.1K sold.

Laurel Wealth Advisors (North Carolina) first reported a position in IAU in Q4 2019 and held it in 23 quarters. The position peaked at $117K in Q2 2021. 1,970 funds tracked by Wall St. Rank hold IAU as of Q1 2026.

  • Laurel Wealth Advisors (North Carolina) reported no remaining iShares Gold Trust position as of Q1 2026 after selling out during the quarter.
  • Laurel Wealth Advisors (North Carolina) sold 125 iShares Gold Trust shares in Q1 2026, an estimated $10.1K.
  • Laurel Wealth Advisors (North Carolina) first reported a position in iShares Gold Trust in Q4 2019 and held it in 23 quarters.
  • Laurel Wealth Advisors (North Carolina)'s iShares Gold Trust position peaked at $117K in Q2 2021.
  • 1,970 funds tracked by Wall St. Rank held iShares Gold Trust as of Q1 2026.

Based on Laurel Wealth Advisors (North Carolina)'s 13F filing for Q1 2026, filed 13 May 2026.