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Moneta Group Investment Advisors’s iShares Gold Trust IAU Stock Holding History

Moneta Group Investment 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 		$2.56M Sell
29,011
-4,918
-14% -$451K 0.02% 241
2025
Q4 		$2.75M Buy
33,929
+5,295
+18% +$414K 0.02% 236
2025
Q3 		$2.08M Buy
28,634
+19,169
+203% +$1.25M 0.02% 259
2025
Q2 		$590K Sell
9,465
-1,684
-15% -$104K 0.01% 402
2025
Q1 		$657K Buy
11,149
+1,330
+14% +$71.9K 0.01% 355
2024
Q4 		$486K Buy
9,819
+1,062
+12% +$53.4K 0.01% 418
2024
Q3 		$435K Buy
8,757
+1,810
+26% +$84.7K 0.01% 438
2024
Q2 		$305K Buy
6,947
+909
+15% +$40.2K ﹤0.01% 477
2024
Q1 		$254K Sell
6,038
-6,942
-53% -$272K ﹤0.01% 529
2023
Q4 		$507K Buy
12,980
+6,003
+86% +$225K 0.01% 338
2023
Q3 		$244K Sell
6,977
-2,426
-26% -$88.5K 0.01% 445
2023
Q2 		$342K Sell
9,403
-9,131
-49% -$342K 0.01% 406
2023
Q1 		$693K Sell
18,534
-12,509
-40% -$449K 0.02% 263
2022
Q4 		$1.13M Buy
31,043
+24,034
+343% +$789K 0.03% 193
2022
Q3 		$221K Buy
7,009
+568
+9% +$18.6K 0.01% 397
2022
Q2 		$221K Buy
6,441
+875
+16% +$31.1K 0.01% 429
2022
Q1 		$205K Sell
5,566
-1,185
-18% -$42.3K 0.01% 426
2021
Q4 		$235K Sell
6,751
-133
-2% -$4.54K 0.01% 426
2021
Q3 		$230K Buy
+6,884
New +$235K 0.01% 408
2020
Q3 		– Sell
-5,180
Closed -$176K – 279
2020
Q2 		$176K Sell
5,180
-19,903
-79% -$652K 0.02% 243
2020
Q1 		$756K Buy
+25,083
New +$758K 0.08% 125
2018
Q3 		– Sell
-1,204
Closed -$29K – 299
2018
Q2 		$29K Buy
+1,204
New +$30.2K ﹤0.01% 341

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

Moneta Group Investment Advisors's IAU Position: Q1 2026 in Review

Moneta Group Investment Advisors reduced its iShares Gold Trust (IAU) stake by 14% in Q1 2026, selling an estimated $451K and leaving 29,011 shares worth $2.56M. The position accounts for 0.02% of the portfolio, ranked #241.

Moneta Group Investment Advisors first reported a position in IAU in Q2 2018 and has held it in 22 quarters since. The position peaked at $2.75M in Q4 2025. 1,960 funds tracked by Wall St. Rank hold IAU as of Q1 2026.

  • Moneta Group Investment Advisors held 29,011 shares of iShares Gold Trust worth $2.56M as of Q1 2026.
  • Moneta Group Investment Advisors sold 4,918 iShares Gold Trust shares in Q1 2026, an estimated $451K.
  • iShares Gold Trust made up 0.02% of Moneta Group Investment Advisors's portfolio in Q1 2026, its #241 holding.
  • Moneta Group Investment Advisors first reported a position in iShares Gold Trust in Q2 2018 and has held it in 22 quarters since.
  • Moneta Group Investment Advisors's iShares Gold Trust position peaked at $2.75M in Q4 2025.
  • 1,960 funds tracked by Wall St. Rank held iShares Gold Trust as of Q1 2026.

Based on Moneta Group Investment Advisors's 13F filing for Q1 2026, filed 12 May 2026.