Savvy Advisors Inc’s iShares Gold Trust IAU Stock Holding History

Savvy Advisors Inc’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	$20.7M	Sell	234,338 -86,371	-27%	-$7.92M	0.55%	36
2025 Q4	$26M	Buy	320,709 +125,132	+64%	+$9.79M	0.84%	23
2025 Q3	$14.2M	Buy	195,577 +63,116	+48%	+$4.12M	0.65%	32
2025 Q2	$8.26M	Buy	132,461 +21,656	+20%	+$1.34M	0.55%	37
2025 Q1	$6.53M	Buy	110,805 +79,880	+258%	+$4.32M	0.66%	29
2024 Q4	$1.53M	Buy	30,925 +9,712	+46%	+$488K	0.18%	95
2024 Q3	$1.05M	Buy	21,213 +46	+0.2%	+$2.15K	0.21%	95
2024 Q2	$930K	Buy	21,167 +4,862	+30%	+$215K	0.3%	80
2024 Q1	$685K	Buy	16,305 +9,041	+124%	+$354K	0.39%	67
2023 Q4	$284K	Buy	+7,264	New	+$272K	0.28%	117

Other funds holding IAU

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

Savvy Advisors Inc's IAU Position: Q1 2026 in Review

Savvy Advisors Inc reduced its iShares Gold Trust (IAU) stake by 27% in Q1 2026, selling an estimated $7.92M and leaving 234,338 shares worth $20.7M. The position accounts for 0.55% of the portfolio, ranked #36.

Savvy Advisors Inc first reported a position in IAU in Q4 2023 and has held it in 10 quarters since. The position peaked at $26M in Q4 2025. 1,960 funds tracked by Wall St. Rank hold IAU as of Q1 2026.

Savvy Advisors Inc held 234,338 shares of iShares Gold Trust worth $20.7M as of Q1 2026.
Savvy Advisors Inc sold 86,371 iShares Gold Trust shares in Q1 2026, an estimated $7.92M.
iShares Gold Trust made up 0.55% of Savvy Advisors Inc's portfolio in Q1 2026, its #36 holding.
Savvy Advisors Inc first reported a position in iShares Gold Trust in Q4 2023 and has held it in 10 quarters since.
Savvy Advisors Inc's iShares Gold Trust position peaked at $26M in Q4 2025.
1,960 funds tracked by Wall St. Rank held iShares Gold Trust as of Q1 2026.

Based on Savvy Advisors Inc's 13F filing for Q1 2026, filed 11 May 2026.