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LongView Wealth Management’s iShares Gold Trust IAU Stock Holding History

LongView Wealth Management’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
-3,239
Closed -$280K – 260
2025
Q4 		$280K Buy
+3,239
New +$253K 0.07% 211

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

LongView Wealth Management's IAU Position: Q1 2026 in Review

LongView Wealth Management sold out of iShares Gold Trust (IAU) in Q1 2026, closing a stake of 3,239 shares — an estimated $280K sold.

LongView Wealth Management first reported a position in IAU in Q4 2025 and held it in 1 quarter. The position peaked at $280K in Q4 2025. 1,961 funds tracked by Wall St. Rank hold IAU as of Q1 2026.

  • LongView Wealth Management reported no remaining iShares Gold Trust position as of Q1 2026 after selling out during the quarter.
  • LongView Wealth Management sold 3,239 iShares Gold Trust shares in Q1 2026, an estimated $280K.
  • LongView Wealth Management first reported a position in iShares Gold Trust in Q4 2025 and held it in 1 quarter.
  • LongView Wealth Management's iShares Gold Trust position peaked at $280K in Q4 2025.
  • 1,961 funds tracked by Wall St. Rank held iShares Gold Trust as of Q1 2026.

Based on LongView Wealth Management's 13F filing for Q1 2026, filed 15 Apr 2026.