Level Four Advisory Services’s iShares Gold Trust IAU Stock Holding History
Bought
Maintained
Sold
Other funds holding IAU
Level Four Advisory Services's IAU Position: Q1 2026 in Review
Level Four Advisory Services reduced its iShares Gold Trust (IAU) stake by 3.9% in Q1 2026, selling an estimated $222K and leaving 59,619 shares worth $5.26M. The position accounts for 0.17% of the portfolio, ranked #168.
Level Four Advisory Services first reported a position in IAU in Q4 2016 and has held it in 27 quarters since. 1,960 funds tracked by Wall St. Rank hold IAU as of Q1 2026.
- Level Four Advisory Services held 59,619 shares of iShares Gold Trust worth $5.26M as of Q1 2026.
- Level Four Advisory Services sold 2,419 iShares Gold Trust shares in Q1 2026, an estimated $222K.
- iShares Gold Trust made up 0.17% of Level Four Advisory Services's portfolio in Q1 2026, its #168 holding.
- Level Four Advisory Services first reported a position in iShares Gold Trust in Q4 2016 and has held it in 27 quarters since.
- 1,960 funds tracked by Wall St. Rank held iShares Gold Trust as of Q1 2026.
Based on Level Four Advisory Services's 13F filing for Q1 2026, filed 14 May 2026.