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Private Wealth Management Group’s iShares Gold Trust IAU Stock Holding History

Private Wealth Management 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
2026
Q1 		$9.7K Sell
110
-715
-87% -$65.6K ﹤0.01% 530
2025
Q4 		$67K Hold
825
– – 0.02% 158
2025
Q3 		$60K Buy
825
+395
+92% +$25.8K 0.02% 165
2025
Q2 		$26.8K Buy
430
+320
+291% +$19.8K 0.01% 249
2025
Q1 		$6.49K Buy
+110
New +$5.95K ﹤0.01% 620

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 Wealth Management Group's IAU Position: Q1 2026 in Review

Private Wealth Management Group reduced its iShares Gold Trust (IAU) stake by 87% in Q1 2026, selling an estimated $65.6K and leaving 110 shares worth $9.7K. The position accounts for ﹤0.01% of the portfolio, ranked #530.

Private Wealth Management Group first reported a position in IAU in Q1 2025 and has held it in 5 quarters since. The position peaked at $67K in Q4 2025. 1,960 funds tracked by Wall St. Rank hold IAU as of Q1 2026.

  • Private Wealth Management Group held 110 shares of iShares Gold Trust worth $9.7K as of Q1 2026.
  • Private Wealth Management Group sold 715 iShares Gold Trust shares in Q1 2026, an estimated $65.6K.
  • iShares Gold Trust made up ﹤0.01% of Private Wealth Management Group's portfolio in Q1 2026, its #530 holding.
  • Private Wealth Management Group first reported a position in iShares Gold Trust in Q1 2025 and has held it in 5 quarters since.
  • Private Wealth Management Group's iShares Gold Trust position peaked at $67K in Q4 2025.
  • 1,960 funds tracked by Wall St. Rank held iShares Gold Trust as of Q1 2026.

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