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Oregon Pacific Wealth Management’s iShares Gold Trust IAU Stock Holding History

Oregon Pacific Wealth Management’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
-2,645
Closed -$215K – 116
2025
Q4 		$215K Buy
+2,645
New +$207K 0.22% 111

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

Oregon Pacific Wealth Management's IAU Position: Q1 2026 in Review

Oregon Pacific Wealth Management sold out of iShares Gold Trust (IAU) in Q1 2026, closing a stake of 2,645 shares — an estimated $215K sold.

Oregon Pacific Wealth Management first reported a position in IAU in Q4 2025 and held it in 1 quarter. The position peaked at $215K in Q4 2025. 1,970 funds tracked by Wall St. Rank hold IAU as of Q1 2026.

  • Oregon Pacific Wealth Management reported no remaining iShares Gold Trust position as of Q1 2026 after selling out during the quarter.
  • Oregon Pacific Wealth Management sold 2,645 iShares Gold Trust shares in Q1 2026, an estimated $215K.
  • Oregon Pacific Wealth Management first reported a position in iShares Gold Trust in Q4 2025 and held it in 1 quarter.
  • Oregon Pacific Wealth Management's iShares Gold Trust position peaked at $215K in Q4 2025.
  • 1,970 funds tracked by Wall St. Rank held iShares Gold Trust as of Q1 2026.

Based on Oregon Pacific Wealth Management's 13F filing for Q1 2026, filed 23 Apr 2026.