SFI Advisors’s iShares Gold Trust IAU Stock Holding History

SFI 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	–	Sell	-2,518	Closed	-$204K	–	51
2025 Q4	$204K	Sell	2,518 -5,011	-67%	-$392K	0.13%	63
2025 Q3	$548K	Buy	+7,529	New	+$491K	0.35%	44

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

SFI Advisors's IAU Position: Q1 2026 in Review

SFI Advisors sold out of iShares Gold Trust (IAU) in Q1 2026, closing a stake of 2,518 shares — an estimated $204K sold.

SFI Advisors first reported a position in IAU in Q3 2025 and held it in 2 quarters. The position peaked at $548K in Q3 2025. 1,960 funds tracked by Wall St. Rank hold IAU as of Q1 2026.

SFI Advisors reported no remaining iShares Gold Trust position as of Q1 2026 after selling out during the quarter.
SFI Advisors sold 2,518 iShares Gold Trust shares in Q1 2026, an estimated $204K.
SFI Advisors first reported a position in iShares Gold Trust in Q3 2025 and held it in 2 quarters.
SFI Advisors's iShares Gold Trust position peaked at $548K in Q3 2025.
1,960 funds tracked by Wall St. Rank held iShares Gold Trust as of Q1 2026.

Based on SFI Advisors's 13F filing for Q1 2026, filed 5 May 2026.