Lido Advisors’s iShares Gold Trust IAU Stock Holding History

Lido 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
2024 Q4	–	Sell	-8,500	Closed	-$13.3K	–	1541
2024 Q3	$13.3K	Hold	8,500	–	–	﹤0.01%	1453
2024 Q2	$373K	Hold	8,500	–	–	﹤0.01%	1023
2024 Q1	$357K	Buy	+8,500	New	+$333K	﹤0.01%	1014
2023 Q4	–	Sell	-8,500	Closed	-$297K	–	1383
2023 Q3	$297K	Buy	+8,500	New	+$310K	﹤0.01%	918
2023 Q1	–	Sell	-5,000	Closed	-$173K	–	1196
2022 Q4	$173K	Buy	+5,000	New	+$164K	﹤0.01%	915

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 $374B AUM 17.66% 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 $235B AUM 32.99% 1-Year Est. Return

Lido Advisors's IAU Position: Q1 2026 in Review

Lido Advisors increased its iShares Gold Trust (IAU) stake by 13% in Q1 2026, buying an estimated $1.23M and bringing the position to 116,260 shares worth $10.2M. The position accounts for 0.03% of the portfolio, ranked #315.

Lido Advisors first reported a position in IAU in Q1 2016 and has held it in 33 quarters since. 1,960 funds tracked by Wall St. Rank hold IAU as of Q1 2026.

Lido Advisors held 116,260 shares of iShares Gold Trust worth $10.2M as of Q1 2026.
Lido Advisors bought 13,376 iShares Gold Trust shares in Q1 2026, an estimated $1.23M.
iShares Gold Trust made up 0.03% of Lido Advisors's portfolio in Q1 2026, its #315 holding.
Lido Advisors first reported a position in iShares Gold Trust in Q1 2016 and has held it in 33 quarters since.
1,960 funds tracked by Wall St. Rank held iShares Gold Trust as of Q1 2026.

Based on Lido Advisors's 13F filing for Q1 2026, filed 13 May 2026.