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Resolute Wealth Advisor’s iShares Gold Trust IAU Stock Holding History

Resolute Wealth Advisor’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 		$1.23M Buy
+13,904
New +$1.28M 0.7% 30
2025
Q2 		$1.23M Buy
+13,904
New +$862K 0.7% 30

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 $1.89T AUM 35.08% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 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 $617B AUM 30.33% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Resolute Wealth Advisor's IAU Position: Q1 2026 in Review

Resolute Wealth Advisor opened a new position in iShares Gold Trust (IAU) in Q1 2026: 13,904 shares worth $1.23M. The stake represents 0.7% of the portfolio and ranks #30 among its holdings. This is a return to the name: Resolute Wealth Advisor previously reported a position in IAU as recently as Q2 2025.

Resolute Wealth Advisor first reported a position in IAU in Q2 2025 and has held it in 2 quarters since. 1,968 funds tracked by Wall St. Rank hold IAU as of Q1 2026.

  • Resolute Wealth Advisor held 13,904 shares of iShares Gold Trust worth $1.23M as of Q1 2026.
  • iShares Gold Trust was a new Resolute Wealth Advisor position in Q1 2026.
  • iShares Gold Trust made up 0.7% of Resolute Wealth Advisor's portfolio in Q1 2026, its #30 holding.
  • Resolute Wealth Advisor first reported a position in iShares Gold Trust in Q2 2025 and has held it in 2 quarters since.
  • 1,968 funds tracked by Wall St. Rank held iShares Gold Trust as of Q1 2026.

Based on Resolute Wealth Advisor's 13F filing for Q1 2026, filed 11 May 2026.