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Resonant Capital Advisors’s iShares Gold Trust IAU Stock Holding History

Resonant Capital Advisors’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 		$16.3M Sell
184,360
-68,578
-27% -$6.29M 0.85% 29
2025
Q4 		$20.5M Sell
252,938
-269
-0.1% -$21K 1.13% 25
2025
Q3 		$18.4M Sell
253,207
-2,406
-0.9% -$157K 1.07% 27
2025
Q2 		$15.9M Buy
255,613
+2,709
+1% +$168K 1.02% 26
2025
Q1 		$14.9M Buy
252,904
+6,944
+3% +$376K 1.04% 25
2024
Q4 		$12.2M Buy
245,960
+704
+0.3% +$35.4K 0.89% 27
2024
Q3 		$12.2M Buy
245,256
+5,847
+2% +$274K 0.9% 27
2024
Q2 		$10.5M Buy
239,409
+8,392
+4% +$371K 0.85% 29
2024
Q1 		$9.71M Buy
231,017
+386
+0.2% +$15.1K 0.83% 31
2023
Q4 		$9M Sell
230,631
-120,787
-34% -$4.52M 0.87% 27
2023
Q3 		$12.3M Buy
351,418
+5,740
+2% +$209K 1.31% 19
2023
Q2 		$12.6M Buy
345,678
+15,485
+5% +$580K 1.37% 19
2023
Q1 		$12.3M Buy
330,193
+17,319
+6% +$622K 1.4% 19
2022
Q4 		$10.8M Buy
312,874
+5,317
+2% +$175K 1.35% 18
2022
Q3 		$9.7M Sell
307,557
-89,874
-23% -$2.95M 1.47% 14
2022
Q2 		$13.6M Sell
397,431
-23,292
-6% -$829K 2.13% 11
2022
Q1 		$15.4M Buy
420,723
+19,210
+5% +$686K 2.28% 12
2021
Q4 		$14M Buy
401,513
+52,658
+15% +$1.8M 2.1% 13
2021
Q3 		$11.7M Buy
+348,855
New +$11.9M 2.03% 13
2021
Q2 		– Sell
-272,369
Closed -$8.86M – 171
2021
Q1 		$8.86M Buy
272,369
+47,226
+21% +$1.61M 1.82% 13
2020
Q4 		$8.16M Buy
225,143
+23,032
+11% +$824K 1.93% 13
2020
Q3 		$7.27M Buy
202,111
+101,317
+101% +$3.7M 2.07% 13
2020
Q2 		$3.42M Buy
100,794
+91,875
+1,030% +$3.01M 0.99% 22
2020
Q1 		$269K Buy
+8,919
New +$270K 0.1% 164

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

Resonant Capital Advisors's IAU Position: Q1 2026 in Review

Resonant Capital Advisors reduced its iShares Gold Trust (IAU) stake by 27% in Q1 2026, selling an estimated $6.29M and leaving 184,360 shares worth $16.3M. The position accounts for 0.85% of the portfolio, ranked #29.

Resonant Capital Advisors first reported a position in IAU in Q1 2020 and has held it in 24 quarters since. The position peaked at $20.5M in Q4 2025. 1,960 funds tracked by Wall St. Rank hold IAU as of Q1 2026.

  • Resonant Capital Advisors held 184,360 shares of iShares Gold Trust worth $16.3M as of Q1 2026.
  • Resonant Capital Advisors sold 68,578 iShares Gold Trust shares in Q1 2026, an estimated $6.29M.
  • iShares Gold Trust made up 0.85% of Resonant Capital Advisors's portfolio in Q1 2026, its #29 holding.
  • Resonant Capital Advisors first reported a position in iShares Gold Trust in Q1 2020 and has held it in 24 quarters since.
  • Resonant Capital Advisors's iShares Gold Trust position peaked at $20.5M in Q4 2025.
  • 1,960 funds tracked by Wall St. Rank held iShares Gold Trust as of Q1 2026.

Based on Resonant Capital Advisors's 13F filing for Q1 2026, filed 29 Apr 2026.