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Naviter Wealth’s iShares Gold Trust IAU Stock Holding History

Naviter Wealth’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 		$2.42M Sell
27,491
-903
-3% -$82.8K 0.3% 82
2025
Q4 		$2.3M Sell
28,394
-2,816
-9% -$220K 0.3% 80
2025
Q3 		$2.27M Buy
31,210
+30
+0.1% +$1.96K 0.26% 95
2025
Q2 		$1.94M Buy
31,180
+360
+1% +$22.3K 0.24% 113
2025
Q1 		$1.79M Buy
30,820
+141
+0.5% +$7.63K 0.22% 128
2024
Q4 		$1.52M Buy
30,679
+100
+0.3% +$5.03K 0.18% 139
2024
Q3 		$1.52M Buy
30,579
+7,233
+31% +$339K 0.21% 132
2024
Q2 		$1.03M Buy
23,346
+13,885
+147% +$614K 0.15% 158
2024
Q1 		$397K Sell
9,461
-22,966
-71% -$900K 0.07% 191
2023
Q4 		$1.27M Hold
32,427
– – 0.25% 106
2023
Q3 		$1.13M Sell
32,427
-10,728
-25% -$391K 0.27% 89
2023
Q2 		$1.57M Hold
43,155
– – 0.4% 66
2023
Q1 		$1.61M Sell
43,155
-240,192
-85% -$8.62M 0.56% 38
2022
Q4 		$10.4M Sell
283,347
-347,526
-55% -$11.4M 2.86% 8
2022
Q3 		$19.9M Buy
630,873
+113,708
+22% +$3.73M 8.11% 2
2022
Q2 		$17.7M Sell
517,165
-47,036
-8% -$1.67M 7.28% 2
2022
Q1 		$20.8M Sell
564,201
-270,752
-32% -$9.67M 6.93% 3
2021
Q4 		$29.1M Buy
+834,953
New +$28.5M 8.69% 1

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

Naviter Wealth's IAU Position: Q1 2026 in Review

Naviter Wealth reduced its iShares Gold Trust (IAU) stake by 3.2% in Q1 2026, selling an estimated $82.8K and leaving 27,491 shares worth $2.42M. The position accounts for 0.3% of the portfolio, ranked #82.

Naviter Wealth first reported a position in IAU in Q4 2021 and has held it in 18 quarters since. The position peaked at $29.1M in Q4 2021. 1,962 funds tracked by Wall St. Rank hold IAU as of Q1 2026.

  • Naviter Wealth held 27,491 shares of iShares Gold Trust worth $2.42M as of Q1 2026.
  • Naviter Wealth sold 903 iShares Gold Trust shares in Q1 2026, an estimated $82.8K.
  • iShares Gold Trust made up 0.3% of Naviter Wealth's portfolio in Q1 2026, its #82 holding.
  • Naviter Wealth first reported a position in iShares Gold Trust in Q4 2021 and has held it in 18 quarters since.
  • Naviter Wealth's iShares Gold Trust position peaked at $29.1M in Q4 2021.
  • 1,962 funds tracked by Wall St. Rank held iShares Gold Trust as of Q1 2026.

Based on Naviter Wealth's 13F filing for Q1 2026, filed 10 Apr 2026.