MF
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Montis Financial’s iShares Gold Trust IAU Stock Holding History

Montis Financial’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 		$2.15M Sell
24,339
-39
-0.2% -$3.58K 0.44% 38
2025
Q4 		$1.98M Hold
24,378
– – 0.39% 42
2025
Q3 		$1.77M Hold
24,378
– – 0.41% 43
2025
Q2 		$1.52M Hold
24,378
– – 0.42% 39
2025
Q1 		$1.44M Sell
24,378
-146
-0.6% -$7.9K 0.42% 41
2024
Q4 		$1.21M Sell
24,524
-481
-2% -$24.2K 0.38% 47
2024
Q3 		$1.24M Sell
25,005
-2,718
-10% -$127K 0.44% 37
2024
Q2 		$1.22M Sell
27,723
-4,156
-13% -$184K 0.56% 27
2024
Q1 		$1.34M Buy
31,879
+7,540
+31% +$296K 0.64% 22
2023
Q4 		$950K Sell
24,339
-171
-0.7% -$6.4K 0.56% 27
2023
Q3 		$858K Hold
24,510
– – 0.57% 24
2023
Q2 		$892K Buy
24,510
+69
+0.3% +$2.59K 0.59% 21
2023
Q1 		$913K Hold
24,441
– – 0.71% 21
2022
Q4 		$845K Hold
24,441
– – 0.72% 21
2022
Q3 		$771K Buy
24,441
+6,583
+37% +$216K 0.74% 21
2022
Q2 		$613K Buy
17,858
+8,217
+85% +$292K 0.57% 27
2022
Q1 		$355K Buy
+9,641
New +$344K 0.28% 39
2021
Q1 		– Sell
-7,804
Closed -$274K – 70
2020
Q4 		$274K Buy
+7,804
New +$279K 0.27% 51

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

Montis Financial's IAU Position: Q1 2026 in Review

Montis Financial reduced its iShares Gold Trust (IAU) stake by 0.16% in Q1 2026, selling an estimated $3.58K and leaving 24,339 shares worth $2.15M. The position accounts for 0.44% of the portfolio, ranked #38.

Montis Financial first reported a position in IAU in Q4 2020 and has held it in 18 quarters since. 1,960 funds tracked by Wall St. Rank hold IAU as of Q1 2026.

  • Montis Financial held 24,339 shares of iShares Gold Trust worth $2.15M as of Q1 2026.
  • Montis Financial sold 39 iShares Gold Trust shares in Q1 2026, an estimated $3.58K.
  • iShares Gold Trust made up 0.44% of Montis Financial's portfolio in Q1 2026, its #38 holding.
  • Montis Financial first reported a position in iShares Gold Trust in Q4 2020 and has held it in 18 quarters since.
  • 1,960 funds tracked by Wall St. Rank held iShares Gold Trust as of Q1 2026.

Based on Montis Financial's 13F filing for Q1 2026, filed 11 May 2026.