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Omni 360 Wealth’s iShares Gold Trust IAU Stock Holding History

Omni 360 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 		– Sell
-2,384
Closed -$208K – 128
2025
Q4 		$208K Buy
+2,384
New +$186K 0.11% 126
2025
Q1 		– Sell
-4,367
Closed -$216K – 111
2024
Q4 		$216K Sell
4,367
-1,265
-22% -$63.6K 0.14% 109
2024
Q3 		$280K Buy
5,632
+270
+5% +$12.6K 0.19% 98
2024
Q2 		$236K Buy
5,362
+91
+2% +$4.02K 0.18% 101
2024
Q1 		$221K Buy
+5,271
New +$207K 0.18% 100

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 22.96% 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

Omni 360 Wealth's IAU Position: Q1 2026 in Review

Omni 360 Wealth sold out of iShares Gold Trust (IAU) in Q1 2026, closing a stake of 2,384 shares — an estimated $208K sold.

Omni 360 Wealth first reported a position in IAU in Q1 2024 and held it in 5 quarters. The position peaked at $280K in Q3 2024. 1,977 funds tracked by Wall St. Rank hold IAU as of Q1 2026.

  • Omni 360 Wealth reported no remaining iShares Gold Trust position as of Q1 2026 after selling out during the quarter.
  • Omni 360 Wealth sold 2,384 iShares Gold Trust shares in Q1 2026, an estimated $208K.
  • Omni 360 Wealth first reported a position in iShares Gold Trust in Q1 2024 and held it in 5 quarters.
  • Omni 360 Wealth's iShares Gold Trust position peaked at $280K in Q3 2024.
  • 1,977 funds tracked by Wall St. Rank held iShares Gold Trust as of Q1 2026.

Based on Omni 360 Wealth's 13F filing for Q1 2026, filed 13 Apr 2026.