LPL Financial
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LPL Financial’s iShares Gold Trust IAU Stock Holding History

LPL Financial’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
-4,500
Closed -$224K – 5362
2024
Q3 		$224K Sell
4,500
-300
-6% -$14K ﹤0.01% 4651
2024
Q2 		$211K Buy
+4,800
New +$212K ﹤0.01% 4529

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
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
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

LPL Financial's IAU Position: Q1 2026 in Review

LPL Financial reduced its iShares Gold Trust (IAU) stake by 26% in Q1 2026, selling an estimated $327M and leaving 10,179,920 shares worth $897M. The position accounts for 0.24% of the portfolio, ranked #86.

LPL Financial first reported a position in IAU in Q2 2013 and has held it in 48 quarters since. The position peaked at $1.12B in Q4 2025. 1,962 funds tracked by Wall St. Rank hold IAU as of Q1 2026.

  • LPL Financial held 10,179,920 shares of iShares Gold Trust worth $897M as of Q1 2026.
  • LPL Financial sold 3,562,366 iShares Gold Trust shares in Q1 2026, an estimated $327M.
  • iShares Gold Trust made up 0.24% of LPL Financial's portfolio in Q1 2026, its #86 holding.
  • LPL Financial first reported a position in iShares Gold Trust in Q2 2013 and has held it in 48 quarters since.
  • LPL Financial's iShares Gold Trust position peaked at $1.12B in Q4 2025.
  • 1,962 funds tracked by Wall St. Rank held iShares Gold Trust as of Q1 2026.

Based on LPL Financial's 13F filing for Q1 2026, filed 6 May 2026.