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Principle Wealth Partners’s iShares Gold Trust IAU Stock Holding History

Principle Wealth Partners’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 		$1.64M Buy
18,644
+77
+0.4% +$7.06K 0.09% 138
2025
Q4 		$1.51M Sell
18,567
-2,202
-11% -$172K 0.08% 141
2025
Q3 		$1.51M Buy
20,769
+2,212
+12% +$144K 0.09% 137
2025
Q2 		$1.16M Buy
18,557
+1,348
+8% +$83.5K 0.07% 144
2025
Q1 		$1.01M Buy
17,209
+750
+5% +$40.6K 0.07% 159
2024
Q4 		$815K Hold
16,459
– – 0.06% 174
2024
Q3 		$818K Hold
16,459
– – 0.06% 171
2024
Q2 		$723K Buy
16,459
+459
+3% +$20.3K 0.06% 181
2024
Q1 		$672K Hold
16,000
– – 0.05% 190
2023
Q4 		$624K Hold
16,000
– – 0.05% 190
2023
Q3 		$560K Hold
16,000
– – 0.06% 189
2023
Q2 		$582K Hold
16,000
– – 0.06% 186
2023
Q1 		$598K Hold
16,000
– – 0.06% 175
2022
Q4 		$553K Sell
16,000
-121
-0.8% -$3.97K 0.06% 178
2022
Q3 		$508 Sell
16,121
-806
-5% -$26.4K 0.05% 178
2022
Q2 		$581K Hold
16,927
– – 0.07% 181
2022
Q1 		$623K Hold
16,927
– – 0.07% 180
2021
Q4 		$589K Hold
16,927
– – 0.06% 186
2021
Q3 		$566K Hold
16,927
– – 0.07% 183
2021
Q2 		$571K Hold
16,927
– – 0.06% 184
2021
Q1 		$550K Hold
16,927
– – 0.06% 180
2020
Q4 		$614K Hold
16,927
– – 0.08% 161
2020
Q3 		$609K Hold
16,927
– – 0.17% 73
2020
Q2 		$575K Hold
16,927
– – 0.17% 77
2020
Q1 		$510K Buy
16,927
+927
+6% +$28K 0.19% 78
2019
Q4 		$464K Hold
16,000
– – 0.15% 107
2019
Q3 		$451K Hold
16,000
– – 0.16% 103
2019
Q2 		$432K Hold
16,000
– – 0.22% 85
2019
Q1 		$396K Hold
16,000
– – 0.23% 78
2018
Q4 		$393K Buy
+16,000
New +$377K 0.33% 69

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

Principle Wealth Partners's IAU Position: Q1 2026 in Review

Principle Wealth Partners increased its iShares Gold Trust (IAU) stake by 0.41% in Q1 2026, buying an estimated $7.06K and bringing the position to 18,644 shares worth $1.64M. The position accounts for 0.09% of the portfolio, ranked #138.

Principle Wealth Partners first reported a position in IAU in Q4 2018 and has held it in 30 quarters since. 1,960 funds tracked by Wall St. Rank hold IAU as of Q1 2026.

  • Principle Wealth Partners held 18,644 shares of iShares Gold Trust worth $1.64M as of Q1 2026.
  • Principle Wealth Partners bought 77 iShares Gold Trust shares in Q1 2026, an estimated $7.06K.
  • iShares Gold Trust made up 0.09% of Principle Wealth Partners's portfolio in Q1 2026, its #138 holding.
  • Principle Wealth Partners first reported a position in iShares Gold Trust in Q4 2018 and has held it in 30 quarters since.
  • 1,960 funds tracked by Wall St. Rank held iShares Gold Trust as of Q1 2026.

Based on Principle Wealth Partners's 13F filing for Q1 2026, filed 7 May 2026.