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Okabena Investment Services’s iShares Gold Trust IAU Stock Holding History

Okabena Investment Services’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 		$8.82M Sell
100,012
-86,448
-46% -$7.93M 1.7% 19
2025
Q4 		$15.1M Sell
186,460
-542
-0.3% -$42.4K 2.89% 12
2025
Q3 		$13.6M Sell
187,002
-588
-0.3% -$38.4K 2.64% 11
2025
Q2 		$11.7M Sell
187,590
-361
-0.2% -$22.4K 2.6% 11
2025
Q1 		$11.1M Sell
187,951
-2,490
-1% -$135K 2.79% 10
2024
Q4 		$9.43M Buy
190,441
+989
+0.5% +$49.7K 2.62% 10
2024
Q3 		$9.42M Sell
189,452
-74
-0% -$3.46K 2.66% 9
2024
Q2 		$8.33M Sell
189,526
-372
-0.2% -$16.4K 2.64% 9
2024
Q1 		$7.98M Buy
189,898
+8,156
+4% +$320K 2.66% 11
2023
Q4 		$7.09M Sell
181,742
-10,923
-6% -$409K 2.76% 10
2023
Q3 		$6.74M Hold
192,665
– – 5.24% 4
2023
Q2 		$7.01M Buy
192,665
+20,801
+12% +$780K 5.13% 5
2023
Q1 		$6.42M Buy
171,864
+7,944
+5% +$285K 4.49% 6
2022
Q4 		$5.67M Hold
163,920
– – 3.75% 6
2022
Q3 		$5.17M Sell
163,920
-8,303
-5% -$272K 2.5% 7
2022
Q2 		$5.91M Hold
172,223
– – 3.04% 6
2022
Q1 		$6.34M Buy
+172,223
New +$6.15M 2.68% 6

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

Okabena Investment Services's IAU Position: Q1 2026 in Review

Okabena Investment Services reduced its iShares Gold Trust (IAU) stake by 46% in Q1 2026, selling an estimated $7.93M and leaving 100,012 shares worth $8.82M. The position accounts for 1.7% of the portfolio, ranked #19.

Okabena Investment Services first reported a position in IAU in Q1 2022 and has held it in 17 quarters since. The position peaked at $15.1M in Q4 2025. 1,960 funds tracked by Wall St. Rank hold IAU as of Q1 2026.

  • Okabena Investment Services held 100,012 shares of iShares Gold Trust worth $8.82M as of Q1 2026.
  • Okabena Investment Services sold 86,448 iShares Gold Trust shares in Q1 2026, an estimated $7.93M.
  • iShares Gold Trust made up 1.7% of Okabena Investment Services's portfolio in Q1 2026, its #19 holding.
  • Okabena Investment Services first reported a position in iShares Gold Trust in Q1 2022 and has held it in 17 quarters since.
  • Okabena Investment Services's iShares Gold Trust position peaked at $15.1M in Q4 2025.
  • 1,960 funds tracked by Wall St. Rank held iShares Gold Trust as of Q1 2026.

Based on Okabena Investment Services's 13F filing for Q1 2026, filed 15 May 2026.