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

Prairie 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	–	Hold	0	–	–	–	4
2025 Q4	–	Sell	-122,322	Closed	-$9.57M	–	4
2025 Q3	$8.9M	Buy	122,322 +1,386	+1%	+$90.4K	3.65%	4
2025 Q2	$7.54M	Sell	120,936 -2,591	-2%	-$161K	3.22%	5
2025 Q1	$7.28M	Buy	123,527 +2,002	+2%	+$108K	3.58%	5
2024 Q4	$6.02M	Buy	121,525 +7,733	+7%	+$389K	2.89%	5
2024 Q3	$5.66M	Hold	113,792	–	–	2.8%	5
2024 Q2	$5M	Hold	113,792	–	–	2.53%	6
2024 Q1	$4.78M	Buy	+113,792	New	+$4.46M	2.24%	6

Other funds holding IAU

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

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

Prairie Wealth Advisors held its iShares Gold Trust (IAU) position steady in Q1 2026 at 0 shares worth $10.1M. The position accounts for 4.36% of the portfolio, ranked #4.

Prairie Wealth Advisors first reported a position in IAU in Q1 2024 and has held it in 7 quarters since. The position peaked at $8.9M in Q3 2025. 1,960 funds tracked by Wall St. Rank hold IAU as of Q1 2026.

Prairie Wealth Advisors held 0 shares of iShares Gold Trust worth $10.1M as of Q1 2026.
Prairie Wealth Advisors left its iShares Gold Trust share count unchanged in Q1 2026.
iShares Gold Trust made up 4.36% of Prairie Wealth Advisors's portfolio in Q1 2026, its #4 holding.
Prairie Wealth Advisors first reported a position in iShares Gold Trust in Q1 2024 and has held it in 7 quarters since.
Prairie Wealth Advisors's iShares Gold Trust position peaked at $8.9M in Q3 2025.
1,960 funds tracked by Wall St. Rank held iShares Gold Trust as of Q1 2026.

Based on Prairie Wealth Advisors's 13F filing for Q1 2026, filed 5 May 2026.