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Monograph Wealth Advisors’s iShares Gold Trust IAU Stock Holding History

Monograph Wealth 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 		$1.46M Sell
16,561
-3,897
-19% -$357K 0.14% 51
2025
Q4 		$1.66M Sell
20,458
-169
-0.8% -$13.2K 0.16% 47
2025
Q3 		$1.5M Buy
20,627
+14,570
+241% +$950K 0.15% 48
2025
Q2 		$378K Buy
6,057
+825
+16% +$51.1K 0.05% 95
2025
Q1 		$308K Hold
5,232
– – 0.04% 91
2024
Q4 		$259K Hold
5,232
– – 0.03% 99
2024
Q3 		$260K Hold
5,232
– – 0.03% 97
2024
Q2 		$230K Hold
5,232
– – 0.03% 95
2024
Q1 		$220K Buy
+5,232
New +$205K 0.03% 145
2023
Q1 		– Sell
-8,500
Closed -$294K – 90
2022
Q4 		$294K Buy
+8,500
New +$279K 0.08% 70

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

Monograph Wealth Advisors's IAU Position: Q1 2026 in Review

Monograph Wealth Advisors reduced its iShares Gold Trust (IAU) stake by 19% in Q1 2026, selling an estimated $357K and leaving 16,561 shares worth $1.46M. The position accounts for 0.14% of the portfolio, ranked #51.

Monograph Wealth Advisors first reported a position in IAU in Q4 2022 and has held it in 10 quarters since. The position peaked at $1.66M in Q4 2025. 1,960 funds tracked by Wall St. Rank hold IAU as of Q1 2026.

  • Monograph Wealth Advisors held 16,561 shares of iShares Gold Trust worth $1.46M as of Q1 2026.
  • Monograph Wealth Advisors sold 3,897 iShares Gold Trust shares in Q1 2026, an estimated $357K.
  • iShares Gold Trust made up 0.14% of Monograph Wealth Advisors's portfolio in Q1 2026, its #51 holding.
  • Monograph Wealth Advisors first reported a position in iShares Gold Trust in Q4 2022 and has held it in 10 quarters since.
  • Monograph Wealth Advisors's iShares Gold Trust position peaked at $1.66M in Q4 2025.
  • 1,960 funds tracked by Wall St. Rank held iShares Gold Trust as of Q1 2026.

Based on Monograph Wealth Advisors's 13F filing for Q1 2026, filed 13 May 2026.