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Moisand Fitzgerald Tamayo’s iShares Gold Trust IAU Stock Holding History

Moisand Fitzgerald Tamayo’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
-219
Closed -$17.8K – 524
2025
Q4 		$17.8K Buy
+219
New +$17.1K ﹤0.01% 285
2024
Q1 		– Sell
-26
Closed -$1.01K – 618
2023
Q4 		$1.01K Buy
+26
New +$973 ﹤0.01% 587
2021
Q1 		– Sell
-184
Closed -$7K – 374
2020
Q4 		$7K Buy
+184
New +$6.59K ﹤0.01% 235
2018
Q4 		– Sell
-668
Closed -$15K – 287
2018
Q3 		$15K Buy
+668
New +$15.5K 0.01% 187

Other funds holding IAU

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Moisand Fitzgerald Tamayo's IAU Position: Q1 2026 in Review

Moisand Fitzgerald Tamayo sold out of iShares Gold Trust (IAU) in Q1 2026, closing a stake of 219 shares — an estimated $17.8K sold.

Moisand Fitzgerald Tamayo first reported a position in IAU in Q3 2018 and held it in 4 quarters. The position peaked at $17.8K in Q4 2025. 1,979 funds tracked by Wall St. Rank hold IAU as of Q1 2026.

  • Moisand Fitzgerald Tamayo reported no remaining iShares Gold Trust position as of Q1 2026 after selling out during the quarter.
  • Moisand Fitzgerald Tamayo sold 219 iShares Gold Trust shares in Q1 2026, an estimated $17.8K.
  • Moisand Fitzgerald Tamayo first reported a position in iShares Gold Trust in Q3 2018 and held it in 4 quarters.
  • Moisand Fitzgerald Tamayo's iShares Gold Trust position peaked at $17.8K in Q4 2025.
  • 1,979 funds tracked by Wall St. Rank held iShares Gold Trust as of Q1 2026.

Based on Moisand Fitzgerald Tamayo's 13F filing for Q1 2026, filed 14 Apr 2026.