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Innovative Advisory Group, LLC’s iShares Gold Trust IAU Stock Holding History

Innovative Advisory Group, LLC’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 		– Sell
-314
Closed -$25.5K – 115
2025
Q4 		$25.5K Hold
314
– – 0.02% 88
2025
Q3 		$22.9K Buy
314
+11
+4% +$718 0.01% 95
2025
Q2 		$18.9K Hold
303
– – 0.02% 102
2025
Q1 		$17.9K Sell
303
-1
-0.3% -$54 0.02% 89
2024
Q4 		$15.1K Buy
+304
New +$15.3K 0.01% 94

Other funds holding IAU

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Innovative Advisory Group, LLC's IAU Position: Q1 2026 in Review

Innovative Advisory Group, LLC sold out of iShares Gold Trust (IAU) in Q1 2026, closing a stake of 314 shares — an estimated $25.5K sold.

Innovative Advisory Group, LLC first reported a position in IAU in Q4 2024 and held it in 5 quarters. The position peaked at $25.5K in Q4 2025. 1,979 funds tracked by Wall St. Rank hold IAU as of Q1 2026.

  • Innovative Advisory Group, LLC reported no remaining iShares Gold Trust position as of Q1 2026 after selling out during the quarter.
  • Innovative Advisory Group, LLC sold 314 iShares Gold Trust shares in Q1 2026, an estimated $25.5K.
  • Innovative Advisory Group, LLC first reported a position in iShares Gold Trust in Q4 2024 and held it in 5 quarters.
  • Innovative Advisory Group, LLC's iShares Gold Trust position peaked at $25.5K in Q4 2025.
  • 1,979 funds tracked by Wall St. Rank held iShares Gold Trust as of Q1 2026.

Based on Innovative Advisory Group, LLC's 13F filing for Q1 2026, filed 22 Sep 2026.