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MONECO Advisors’s iShares Gold Trust IAU Stock Holding History

MONECO Advisors’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 		$3.19M Buy
36,200
+488
+1% +$44.8K 0.25% 95
2025
Q4 		$2.9M Sell
35,712
-940
-3% -$73.5K 0.23% 92
2025
Q3 		$2.67M Sell
36,652
-1,200
-3% -$78.3K 0.22% 99
2025
Q2 		$2.36M Buy
37,852
+12,069
+47% +$748K 0.22% 105
2025
Q1 		$1.52M Buy
25,783
+11,752
+84% +$636K 0.16% 140
2024
Q4 		$695K Buy
14,031
+606
+5% +$30.4K 0.07% 227
2024
Q3 		$667K Sell
13,425
-6
-0% -$281 0.08% 206
2024
Q2 		$590K Sell
13,431
-291
-2% -$12.9K 0.09% 213
2024
Q1 		$576K Hold
13,722
– – 0.09% 223
2023
Q4 		$536K Sell
13,722
-2,512
-15% -$94K 0.1% 207
2023
Q3 		$568K Buy
16,234
+73
+0.5% +$2.66K 0.15% 154
2023
Q2 		$588K Sell
16,161
-109
-0.7% -$4.09K 0.16% 152
2023
Q1 		$608K Sell
16,270
-1,280
-7% -$45.9K 0.18% 136
2022
Q4 		$607K Sell
17,550
-1,583
-8% -$52K 0.22% 114
2022
Q3 		$603K Sell
19,133
-13
-0.1% -$426 0.24% 100
2022
Q2 		$657K Sell
19,146
-367
-2% -$13.1K 0.26% 92
2022
Q1 		$719K Buy
19,513
+4,369
+29% +$156K 0.26% 87
2021
Q4 		$520K Buy
15,144
+685
+5% +$23.4K 0.2% 126
2021
Q3 		$483K Buy
+14,459
New +$493K 0.19% 120

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

MONECO Advisors's IAU Position: Q1 2026 in Review

MONECO Advisors increased its iShares Gold Trust (IAU) stake by 1.4% in Q1 2026, buying an estimated $44.8K and bringing the position to 36,200 shares worth $3.19M. The position accounts for 0.25% of the portfolio, ranked #95.

MONECO Advisors first reported a position in IAU in Q3 2021 and has held it in 19 quarters since. 1,960 funds tracked by Wall St. Rank hold IAU as of Q1 2026.

  • MONECO Advisors held 36,200 shares of iShares Gold Trust worth $3.19M as of Q1 2026.
  • MONECO Advisors bought 488 iShares Gold Trust shares in Q1 2026, an estimated $44.8K.
  • iShares Gold Trust made up 0.25% of MONECO Advisors's portfolio in Q1 2026, its #95 holding.
  • MONECO Advisors first reported a position in iShares Gold Trust in Q3 2021 and has held it in 19 quarters since.
  • 1,960 funds tracked by Wall St. Rank held iShares Gold Trust as of Q1 2026.

Based on MONECO Advisors's 13F filing for Q1 2026, filed 8 May 2026.