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Satovsky Asset Management’s iShares Gold Trust IAU Stock Holding History

Satovsky Asset 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 		$2.69M Sell
30,559
-89
-0.3% -$8.16K 0.48% 20
2025
Q4 		$2.49M Sell
30,648
-605
-2% -$47.3K 0.48% 17
2025
Q3 		$2.27M Sell
31,253
-583
-2% -$38K 0.45% 17
2025
Q2 		$1.99M Sell
31,836
-442
-1% -$27.4K 0.42% 17
2025
Q1 		$1.9M Buy
32,278
+436
+1% +$23.6K 0.43% 17
2024
Q4 		$1.58M Sell
31,842
-1,604
-5% -$80.6K 0.36% 18
2024
Q3 		$1.66M Buy
33,446
+54
+0.2% +$2.53K 0.37% 17
2024
Q2 		$1.47M Sell
33,392
-926
-3% -$40.9K 0.35% 17
2024
Q1 		$1.44M Sell
34,318
-83
-0.2% -$3.25K 0.42% 17
2023
Q4 		$1.34M Sell
34,401
-166
-0.5% -$6.21K 0.42% 17
2023
Q3 		$1.21M Sell
34,567
-825
-2% -$30.1K 0.41% 18
2023
Q2 		$1.29M Sell
35,392
-683
-2% -$25.6K 0.44% 17
2023
Q1 		$1.35M Sell
36,075
-312
-0.9% -$11.2K 0.5% 13
2022
Q4 		$1.26M Hold
36,387
– – 0.52% 12
2022
Q3 		$1.15M Hold
36,387
– – 0.66% 14
2022
Q2 		$1.25M Hold
36,387
– – 0.73% 13
2022
Q1 		$1.34M Sell
36,387
-1,962
-5% -$70.1K 0.9% 11
2021
Q4 		$1.33M Sell
38,349
-848
-2% -$29K 0.9% 10
2021
Q3 		$1.31M Sell
39,197
-991
-2% -$33.8K 0.98% 9
2021
Q2 		$1.35M Sell
40,188
-465
-1% -$16.1K 1.03% 9
2021
Q1 		$1.32M Sell
40,653
-3,490
-8% -$119K 1.17% 7
2020
Q4 		$1.6M Buy
+44,143
New +$1.58M 1.5% 5

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

Satovsky Asset Management's IAU Position: Q1 2026 in Review

Satovsky Asset Management reduced its iShares Gold Trust (IAU) stake by 0.29% in Q1 2026, selling an estimated $8.16K and leaving 30,559 shares worth $2.69M. The position accounts for 0.48% of the portfolio, ranked #20.

Satovsky Asset Management first reported a position in IAU in Q4 2020 and has held it in 22 quarters since. 1,960 funds tracked by Wall St. Rank hold IAU as of Q1 2026.

  • Satovsky Asset Management held 30,559 shares of iShares Gold Trust worth $2.69M as of Q1 2026.
  • Satovsky Asset Management sold 89 iShares Gold Trust shares in Q1 2026, an estimated $8.16K.
  • iShares Gold Trust made up 0.48% of Satovsky Asset Management's portfolio in Q1 2026, its #20 holding.
  • Satovsky Asset Management first reported a position in iShares Gold Trust in Q4 2020 and has held it in 22 quarters since.
  • 1,960 funds tracked by Wall St. Rank held iShares Gold Trust as of Q1 2026.

Based on Satovsky Asset Management's 13F filing for Q1 2026, filed 14 May 2026.