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NewEdge Wealth’s iShares Gold Trust IAU Stock Holding History

NewEdge 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 		$11.4M Sell
129,632
-24,366
-16% -$2.24M 0.14% 114
2025
Q4 		$12.5M Buy
153,998
+2,561
+2% +$200K 0.14% 121
2025
Q3 		$11.4M Buy
151,437
+54,724
+57% +$3.57M 0.16% 113
2025
Q2 		$6.2M Sell
96,713
-8,216
-8% -$509K 0.1% 165
2025
Q1 		$6.19M Buy
104,929
+84,692
+419% +$4.58M 0.11% 153
2024
Q4 		$1M Buy
20,237
+14,201
+235% +$714K 0.02% 484
2024
Q3 		$300K Sell
6,036
-10
-0.2% -$468 0.01% 728
2024
Q2 		$266K Sell
6,046
-13,165
-69% -$582K 0.01% 663
2024
Q1 		$837K Buy
19,211
+11,184
+139% +$438K 0.02% 457
2023
Q4 		$313K Hold
8,027
– – 0.01% 611
2023
Q3 		$281K Sell
8,027
-15,090
-65% -$551K 0.01% 557
2023
Q2 		$841K Hold
23,117
– – 0.03% 374
2023
Q1 		$864K Buy
+23,117
New +$830K 0.03% 329
2022
Q2 		– Sell
-14,000
Closed -$516K – 563
2022
Q1 		$516K Sell
14,000
-10,882
-44% -$389K 0.02% 299
2021
Q4 		$866K Sell
24,882
-1,130
-4% -$38.6K 0.04% 242
2021
Q3 		$869K Buy
26,012
+550
+2% +$18.7K 0.05% 188
2021
Q2 		$858K Buy
25,462
+2,334
+10% +$80.7K 0.07% 183
2021
Q1 		$752K Buy
+23,128
New +$790K 0.07% 186

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 Wealth's IAU Position: Q1 2026 in Review

NewEdge Wealth reduced its iShares Gold Trust (IAU) stake by 16% in Q1 2026, selling an estimated $2.24M and leaving 129,632 shares worth $11.4M. The position accounts for 0.14% of the portfolio, ranked #114.

NewEdge Wealth first reported a position in IAU in Q1 2021 and has held it in 18 quarters since. The position peaked at $12.5M in Q4 2025. 1,960 funds tracked by Wall St. Rank hold IAU as of Q1 2026.

  • NewEdge Wealth held 129,632 shares of iShares Gold Trust worth $11.4M as of Q1 2026.
  • NewEdge Wealth sold 24,366 iShares Gold Trust shares in Q1 2026, an estimated $2.24M.
  • iShares Gold Trust made up 0.14% of NewEdge Wealth's portfolio in Q1 2026, its #114 holding.
  • NewEdge Wealth first reported a position in iShares Gold Trust in Q1 2021 and has held it in 18 quarters since.
  • NewEdge Wealth's iShares Gold Trust position peaked at $12.5M in Q4 2025.
  • 1,960 funds tracked by Wall St. Rank held iShares Gold Trust as of Q1 2026.

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