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Rakuten Investment Management’s iShares Gold Trust IAU Stock Holding History

Rakuten Investment 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 		$10.5M Buy
145,148
+72,574
+100% +$6.66M 0.02% 159
2025
Q4 		$5.24M Hold
72,574
– – 0.02% 261
2025
Q3 		$5.24M Buy
+72,574
New +$4.73M 0.02% 241
2025
Q1 		$2.77M Buy
+47,624
New +$2.58M 0.01% 309
2024
Q3 		$1.08M Buy
+21,655
New +$1.01M 0.01% 332

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

Rakuten Investment Management's IAU Position: Q1 2026 in Review

Rakuten Investment Management increased its iShares Gold Trust (IAU) stake by 100% in Q1 2026, buying an estimated $6.66M and bringing the position to 145,148 shares worth $10.5M. The position accounts for 0.02% of the portfolio, ranked #159.

Rakuten Investment Management first reported a position in IAU in Q3 2024 and has held it in 5 quarters since. 1,961 funds tracked by Wall St. Rank hold IAU as of Q1 2026.

  • Rakuten Investment Management held 145,148 shares of iShares Gold Trust worth $10.5M as of Q1 2026.
  • Rakuten Investment Management bought 72,574 iShares Gold Trust shares in Q1 2026, an estimated $6.66M.
  • iShares Gold Trust made up 0.02% of Rakuten Investment Management's portfolio in Q1 2026, its #159 holding.
  • Rakuten Investment Management first reported a position in iShares Gold Trust in Q3 2024 and has held it in 5 quarters since.
  • 1,961 funds tracked by Wall St. Rank held iShares Gold Trust as of Q1 2026.

Based on Rakuten Investment Management's 13F filing for Q1 2026, filed 12 May 2026.