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NewEdge Advisors’s iShares Gold Trust IAU Stock Holding History

NewEdge 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 		$64.1M Sell
727,251
-450,450
-38% -$41.3M 0.23% 80
2025
Q4 		$95.6M Buy
1,177,701
+8,162
+0.7% +$638K 0.35% 56
2025
Q3 		$85.1M Buy
1,169,539
+369,531
+46% +$24.1M 0.39% 50
2025
Q2 		$49.9M Buy
800,008
+15,768
+2% +$977K 0.26% 78
2025
Q1 		$46.2M Buy
784,240
+270,790
+53% +$14.6M 0.27% 77
2024
Q4 		$25.4M Buy
513,450
+320,532
+166% +$16.1M 0.15% 136
2024
Q3 		$9.59M Sell
192,918
-11,547
-6% -$540K 0.06% 305
2024
Q2 		$8.98M Buy
204,465
+22,492
+12% +$994K 0.07% 295
2024
Q1 		$7.64M Sell
181,973
-3,326
-2% -$130K 0.07% 279
2023
Q4 		$7.18M Sell
185,299
-2,314
-1% -$86.6K 0.07% 275
2023
Q3 		$6.56M Sell
187,613
-4,412
-2% -$161K 0.07% 265
2023
Q2 		$6.99M Buy
192,025
+69,647
+57% +$2.61M 0.08% 247
2023
Q1 		$4.72M Sell
122,378
-15,805
-11% -$567K 0.06% 320
2022
Q4 		$4.58M Buy
138,183
+12,036
+10% +$395K 0.12% 180
2022
Q3 		$3.98M Sell
126,147
-5,418
-4% -$178K 0.07% 275
2022
Q2 		$4.51M Buy
131,565
+17,444
+15% +$621K 0.07% 250
2022
Q1 		$4.2M Sell
114,121
-15,306
-12% -$547K 0.07% 272
2021
Q4 		$4.5M Buy
129,427
+106,673
+469% +$3.65M 0.07% 269
2021
Q3 		$760K Buy
22,754
+3,178
+16% +$108K 0.02% 621
2021
Q2 		$660K Buy
19,576
+1,016
+5% +$35.1K 0.02% 651
2021
Q1 		$604K Buy
18,560
+4,580
+33% +$157K 0.02% 616
2020
Q4 		$507K Sell
13,980
-235,005
-94% -$8.41M 0.02% 622
2020
Q3 		$8.96M Sell
248,985
-9,654
-4% -$353K 0.31% 85
2020
Q2 		$8.79M Buy
258,639
+10,787
+4% +$353K 0.34% 76
2020
Q1 		$7.47M Sell
247,852
-37,049
-13% -$1.12M 0.36% 76
2019
Q4 		$8.26M Buy
284,901
+74,635
+35% +$2.12M 0.33% 81
2019
Q3 		$5.99M Buy
+210,266
New +$5.93M 0.27% 95

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

NewEdge Advisors's IAU Position: Q1 2026 in Review

NewEdge Advisors reduced its iShares Gold Trust (IAU) stake by 38% in Q1 2026, selling an estimated $41.3M and leaving 727,251 shares worth $64.1M. The position accounts for 0.23% of the portfolio, ranked #80.

NewEdge Advisors first reported a position in IAU in Q3 2019 and has held it in 27 quarters since. The position peaked at $95.6M in Q4 2025. 1,960 funds tracked by Wall St. Rank hold IAU as of Q1 2026.

  • NewEdge Advisors held 727,251 shares of iShares Gold Trust worth $64.1M as of Q1 2026.
  • NewEdge Advisors sold 450,450 iShares Gold Trust shares in Q1 2026, an estimated $41.3M.
  • iShares Gold Trust made up 0.23% of NewEdge Advisors's portfolio in Q1 2026, its #80 holding.
  • NewEdge Advisors first reported a position in iShares Gold Trust in Q3 2019 and has held it in 27 quarters since.
  • NewEdge Advisors's iShares Gold Trust position peaked at $95.6M in Q4 2025.
  • 1,960 funds tracked by Wall St. Rank held iShares Gold Trust as of Q1 2026.

Based on NewEdge Advisors's 13F filing for Q1 2026, filed 18 May 2026.