LIA
IAU icon

Lynx Investment Advisory’s iShares Gold Trust IAU Stock Holding History

Lynx Investment Advisory’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 		$4.22M Sell
47,819
-3,798
-7% -$348K 2.01% 12
2025
Q4 		$4.19M Buy
51,617
+350
+0.7% +$27.4K 2.29% 12
2025
Q3 		$3.73M Hold
51,267
– – 2.23% 11
2025
Q2 		$3.2M Buy
51,267
+378
+0.7% +$23.4K 2.09% 14
2025
Q1 		$3M Hold
50,889
– – 2% 14
2024
Q4 		$2.52M Hold
50,889
– – 1.72% 18
2024
Q3 		$2.53M Hold
50,889
– – 1.82% 16
2024
Q2 		$2.24M Buy
+50,889
New +$2.25M 1.66% 16

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

Lynx Investment Advisory's IAU Position: Q1 2026 in Review

Lynx Investment Advisory reduced its iShares Gold Trust (IAU) stake by 7.4% in Q1 2026, selling an estimated $348K and leaving 47,819 shares worth $4.22M. The position accounts for 2.01% of the portfolio, ranked #12.

Lynx Investment Advisory first reported a position in IAU in Q2 2024 and has held it in 8 quarters since. 1,960 funds tracked by Wall St. Rank hold IAU as of Q1 2026.

  • Lynx Investment Advisory held 47,819 shares of iShares Gold Trust worth $4.22M as of Q1 2026.
  • Lynx Investment Advisory sold 3,798 iShares Gold Trust shares in Q1 2026, an estimated $348K.
  • iShares Gold Trust made up 2.01% of Lynx Investment Advisory's portfolio in Q1 2026, its #12 holding.
  • Lynx Investment Advisory first reported a position in iShares Gold Trust in Q2 2024 and has held it in 8 quarters since.
  • 1,960 funds tracked by Wall St. Rank held iShares Gold Trust as of Q1 2026.

Based on Lynx Investment Advisory's 13F filing for Q1 2026, filed 24 Apr 2026.