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Phoenix Wealth Advisors’s iShares Gold Trust IAU Stock Holding History

Phoenix Wealth Advisors’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 		$911K Sell
10,337
-343
-3% -$31.5K 0.36% 56
2025
Q4 		$867K Sell
10,680
-112
-1% -$8.76K 0.33% 62
2025
Q3 		$785K Sell
10,792
-194
-2% -$12.7K 0.3% 66
2025
Q2 		$685K Sell
10,986
-7
-0.1% -$434 0.29% 66
2025
Q1 		$648K Sell
10,993
-1,498
-12% -$81K 0.28% 66
2024
Q4 		$618K Sell
12,491
-10
-0.1% -$502 0.27% 69
2024
Q3 		$621K Sell
12,501
-466
-4% -$21.8K 0.29% 65
2024
Q2 		$570K Buy
12,967
+822
+7% +$36.3K 0.29% 66
2024
Q1 		$510K Buy
12,145
+182
+2% +$7.13K 0.31% 64
2023
Q4 		$466K Sell
11,963
-372
-3% -$13.9K 0.32% 55
2023
Q3 		$432K Buy
12,335
+215
+2% +$7.85K 0.25% 54
2023
Q2 		$441K Sell
12,120
-297
-2% -$11.1K 0.26% 53
2023
Q1 		$464K Buy
12,417
+1,033
+9% +$37.1K 0.29% 49
2022
Q4 		$394K Buy
11,384
+590
+5% +$19.4K 0.24% 54
2022
Q3 		$340K Sell
10,794
-42
-0.4% -$1.38K 0.34% 67
2022
Q2 		$372K Buy
10,836
+653
+6% +$23.2K 0.37% 63
2022
Q1 		$372K Buy
10,183
+2,196
+27% +$78.5K 0.38% 61
2021
Q4 		$278K Sell
7,987
-1,960
-20% -$67K 0.21% 95
2021
Q3 		$332K Buy
9,947
+128
+1% +$4.36K 0.25% 84
2021
Q2 		$336K Buy
9,819
+700
+8% +$24.2K 0.24% 87
2021
Q1 		$300K Buy
9,119
+282
+3% +$9.64K 0.23% 82
2020
Q4 		$320K Buy
+8,837
New +$316K 0.24% 74

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

Phoenix Wealth Advisors's IAU Position: Q1 2026 in Review

Phoenix Wealth Advisors reduced its iShares Gold Trust (IAU) stake by 3.2% in Q1 2026, selling an estimated $31.5K and leaving 10,337 shares worth $911K. The position accounts for 0.36% of the portfolio, ranked #56.

Phoenix Wealth Advisors first reported a position in IAU in Q4 2020 and has held it in 22 quarters since. 1,960 funds tracked by Wall St. Rank hold IAU as of Q1 2026.

  • Phoenix Wealth Advisors held 10,337 shares of iShares Gold Trust worth $911K as of Q1 2026.
  • Phoenix Wealth Advisors sold 343 iShares Gold Trust shares in Q1 2026, an estimated $31.5K.
  • iShares Gold Trust made up 0.36% of Phoenix Wealth Advisors's portfolio in Q1 2026, its #56 holding.
  • Phoenix Wealth Advisors first reported a position in iShares Gold Trust in Q4 2020 and has held it in 22 quarters since.
  • 1,960 funds tracked by Wall St. Rank held iShares Gold Trust as of Q1 2026.

Based on Phoenix Wealth Advisors's 13F filing for Q1 2026, filed 22 Apr 2026.