Quaker Wealth Management’s iShares Gold Trust IAU Stock Holding History

Quaker 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	–	Sell	-5	Closed	-$406	–	997
2025 Q4	$406	Buy	+5	New	+$391	﹤0.01%	742

Other funds holding IAU

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

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

Quaker Wealth Management sold out of iShares Gold Trust (IAU) in Q1 2026, closing a stake of 5 shares — an estimated $406 sold.

Quaker Wealth Management first reported a position in IAU in Q4 2025 and held it in 1 quarter. The position peaked at $406 in Q4 2025. 1,978 funds tracked by Wall St. Rank hold IAU as of Q1 2026.

Quaker Wealth Management reported no remaining iShares Gold Trust position as of Q1 2026 after selling out during the quarter.
Quaker Wealth Management sold 5 iShares Gold Trust shares in Q1 2026, an estimated $406.
Quaker Wealth Management first reported a position in iShares Gold Trust in Q4 2025 and held it in 1 quarter.
Quaker Wealth Management's iShares Gold Trust position peaked at $406 in Q4 2025.
1,978 funds tracked by Wall St. Rank held iShares Gold Trust as of Q1 2026.

Based on Quaker Wealth Management's 13F filing for Q1 2026, filed 10 Apr 2026.