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Louisbourg Investments’s iShares Gold Trust IAU Stock Holding History

Louisbourg Investments’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 		$12.3K Hold
140
– – ﹤0.01% 177
2025
Q4 		$11.4K Sell
140
-10
-7% -$782 ﹤0.01% 173
2025
Q3 		$10.9K Hold
150
– – ﹤0.01% 172
2025
Q2 		$9.36K Sell
150
-50
-25% -$3.1K ﹤0.01% 164
2025
Q1 		$11.8K Hold
200
– – ﹤0.01% 151
2024
Q4 		$9.9K Sell
200
-25
-11% -$1.26K ﹤0.01% 143
2024
Q3 		$11.2K Hold
225
– – ﹤0.01% 148
2024
Q2 		$9.88K Hold
225
– – ﹤0.01% 147
2024
Q1 		$9.45K Hold
225
– – ﹤0.01% 149
2023
Q4 		$8.78K Buy
+225
New +$8.42K ﹤0.01% 145

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

Louisbourg Investments's IAU Position: Q1 2026 in Review

Louisbourg Investments held its iShares Gold Trust (IAU) position steady in Q1 2026 at 140 shares worth $12.3K. The position accounts for ﹤0.01% of the portfolio, ranked #177.

Louisbourg Investments first reported a position in IAU in Q4 2023 and has held it in 10 quarters since. 1,960 funds tracked by Wall St. Rank hold IAU as of Q1 2026.

  • Louisbourg Investments held 140 shares of iShares Gold Trust worth $12.3K as of Q1 2026.
  • Louisbourg Investments left its iShares Gold Trust share count unchanged in Q1 2026.
  • iShares Gold Trust made up ﹤0.01% of Louisbourg Investments's portfolio in Q1 2026, its #177 holding.
  • Louisbourg Investments first reported a position in iShares Gold Trust in Q4 2023 and has held it in 10 quarters since.
  • 1,960 funds tracked by Wall St. Rank held iShares Gold Trust as of Q1 2026.

Based on Louisbourg Investments's 13F filing for Q1 2026, filed 22 Apr 2026.