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

Quadrant Private Wealth Management’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 		$559K Buy
6,345
+92
+1% +$8.44K 0.09% 169
2025
Q4 		$508K Sell
6,253
-659
-10% -$51.5K 0.08% 168
2025
Q3 		$503K Buy
6,912
+167
+2% +$10.9K 0.09% 156
2025
Q2 		$421K Sell
6,745
-1,851
-22% -$115K 0.09% 163
2025
Q1 		$507K Hold
8,596
– – 0.13% 138
2024
Q4 		$426K Buy
8,596
+195
+2% +$9.8K 0.1% 162
2024
Q3 		$418K Buy
8,401
+214
+3% +$10K 0.1% 159
2024
Q2 		$360K Sell
8,187
-910
-10% -$40.2K 0.08% 172
2024
Q1 		$382K Hold
9,097
– – 0.1% 161
2023
Q4 		$355K Hold
9,097
– – 0.1% 164
2023
Q3 		$318K Hold
9,097
– – 0.11% 156
2023
Q2 		$331K Sell
9,097
-425
-4% -$15.9K 0.1% 171
2023
Q1 		$356K Hold
9,522
– – 0.11% 156
2022
Q4 		$329K Buy
+9,522
New +$313K 0.11% 162
2022
Q2 		$327K Hold
9,522
– – 0.13% 142
2022
Q1 		$351K Hold
9,522
– – 0.13% 146
2021
Q4 		$331K Hold
9,522
– – 0.12% 160
2021
Q3 		$318K Hold
9,522
– – 0.13% 147
2021
Q2 		$321K Sell
9,522
-1
-0% -$35 0.13% 149
2021
Q1 		$310K Hold
9,523
– – 0.13% 152
2020
Q4 		$345K Hold
9,523
– – 0.15% 131
2020
Q3 		$343K Sell
9,523
-500
-5% -$18.3K 0.17% 116
2020
Q2 		$341K Hold
10,023
– – 0.2% 113
2020
Q1 		$302K Buy
+10,023
New +$303K 0.25% 96

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

Quadrant Private Wealth Management's IAU Position: Q1 2026 in Review

Quadrant Private Wealth Management increased its iShares Gold Trust (IAU) stake by 1.5% in Q1 2026, buying an estimated $8.44K and bringing the position to 6,345 shares worth $559K. The position accounts for 0.09% of the portfolio, ranked #169.

Quadrant Private Wealth Management first reported a position in IAU in Q1 2020 and has held it in 24 quarters since. 1,960 funds tracked by Wall St. Rank hold IAU as of Q1 2026.

  • Quadrant Private Wealth Management held 6,345 shares of iShares Gold Trust worth $559K as of Q1 2026.
  • Quadrant Private Wealth Management bought 92 iShares Gold Trust shares in Q1 2026, an estimated $8.44K.
  • iShares Gold Trust made up 0.09% of Quadrant Private Wealth Management's portfolio in Q1 2026, its #169 holding.
  • Quadrant Private Wealth Management first reported a position in iShares Gold Trust in Q1 2020 and has held it in 24 quarters since.
  • 1,960 funds tracked by Wall St. Rank held iShares Gold Trust as of Q1 2026.

Based on Quadrant Private Wealth Management's 13F filing for Q1 2026, filed 6 May 2026.