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

Modern 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 		$25.2M Sell
280,748
-9,815
-3% -$900K 0.43% 59
2025
Q4 		$23.6M Buy
290,563
+76,260
+36% +$5.96M 0.43% 61
2025
Q3 		$15.6M Buy
214,303
+45,091
+27% +$2.94M 0.31% 84
2025
Q2 		$10.6M Sell
169,212
-4,839
-3% -$300K 0.26% 93
2025
Q1 		$10.3M Buy
174,051
+22,021
+14% +$1.19M 0.33% 74
2024
Q4 		$7.53M Buy
152,030
+25,147
+20% +$1.26M 0.28% 81
2024
Q3 		$6.31M Buy
126,883
+921
+0.7% +$43.1K 0.39% 50
2024
Q2 		$5.53M Buy
125,962
+803
+0.6% +$35.5K 0.41% 43
2024
Q1 		$5.26M Buy
+125,159
New +$4.91M 0.49% 31

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

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

Modern Wealth Management reduced its iShares Gold Trust (IAU) stake by 3.4% in Q1 2026, selling an estimated $900K and leaving 280,748 shares worth $25.2M. The position accounts for 0.43% of the portfolio, ranked #59.

Modern Wealth Management first reported a position in IAU in Q1 2024 and has held it in 9 quarters since. 1,960 funds tracked by Wall St. Rank hold IAU as of Q1 2026.

  • Modern Wealth Management held 280,748 shares of iShares Gold Trust worth $25.2M as of Q1 2026.
  • Modern Wealth Management sold 9,815 iShares Gold Trust shares in Q1 2026, an estimated $900K.
  • iShares Gold Trust made up 0.43% of Modern Wealth Management's portfolio in Q1 2026, its #59 holding.
  • Modern Wealth Management first reported a position in iShares Gold Trust in Q1 2024 and has held it in 9 quarters since.
  • 1,960 funds tracked by Wall St. Rank held iShares Gold Trust as of Q1 2026.

Based on Modern Wealth Management's 13F filing for Q1 2026, filed 14 May 2026.