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Private Advisor Group’s iShares Gold Trust IAU Stock Holding History

Private Advisor Group’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
2025
Q4 		– Sell
-500
Closed -$385 – 2690
2025
Q3 		$385 Buy
+500
New +$32.6K ﹤0.01% 2557

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

Private Advisor Group's IAU Position: Q1 2026 in Review

Private Advisor Group reduced its iShares Gold Trust (IAU) stake by 10% in Q1 2026, selling an estimated $2.36M and leaving 231,074 shares worth $20.4M. The position accounts for 0.1% of the portfolio, ranked #220.

Private Advisor Group first reported a position in IAU in Q4 2013 and has held it in 49 quarters since. The position peaked at $22.7M in Q3 2025. 1,960 funds tracked by Wall St. Rank hold IAU as of Q1 2026.

  • Private Advisor Group held 231,074 shares of iShares Gold Trust worth $20.4M as of Q1 2026.
  • Private Advisor Group sold 25,700 iShares Gold Trust shares in Q1 2026, an estimated $2.36M.
  • iShares Gold Trust made up 0.1% of Private Advisor Group's portfolio in Q1 2026, its #220 holding.
  • Private Advisor Group first reported a position in iShares Gold Trust in Q4 2013 and has held it in 49 quarters since.
  • Private Advisor Group's iShares Gold Trust position peaked at $22.7M in Q3 2025.
  • 1,960 funds tracked by Wall St. Rank held iShares Gold Trust as of Q1 2026.

Based on Private Advisor Group's 13F filing for Q1 2026, filed 27 Apr 2026.