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Signature Wealth Management Group’s iShares Gold Trust IAU Stock Holding History

Signature Wealth Management Group’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 		$518K Sell
5,879
-864
-13% -$79.3K 0.2% 94
2025
Q4 		$547K Hold
6,743
– – 0.22% 78
2025
Q3 		$491K Buy
6,743
+1,937
+40% +$126K 0.19% 84
2025
Q2 		$300K Hold
4,806
– – 0.12% 103
2025
Q1 		$283K Buy
+4,806
New +$260K 0.11% 105
2023
Q2 		$271K Hold
7,435
– – 0.13% 90
2023
Q1 		$278K Buy
+7,435
New +$267K 0.13% 86

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

Signature Wealth Management Group's IAU Position: Q1 2026 in Review

Signature Wealth Management Group reduced its iShares Gold Trust (IAU) stake by 13% in Q1 2026, selling an estimated $79.3K and leaving 5,879 shares worth $518K. The position accounts for 0.2% of the portfolio, ranked #94.

Signature Wealth Management Group first reported a position in IAU in Q1 2023 and has held it in 7 quarters since. The position peaked at $547K in Q4 2025. 1,960 funds tracked by Wall St. Rank hold IAU as of Q1 2026.

  • Signature Wealth Management Group held 5,879 shares of iShares Gold Trust worth $518K as of Q1 2026.
  • Signature Wealth Management Group sold 864 iShares Gold Trust shares in Q1 2026, an estimated $79.3K.
  • iShares Gold Trust made up 0.2% of Signature Wealth Management Group's portfolio in Q1 2026, its #94 holding.
  • Signature Wealth Management Group first reported a position in iShares Gold Trust in Q1 2023 and has held it in 7 quarters since.
  • Signature Wealth Management Group's iShares Gold Trust position peaked at $547K in Q4 2025.
  • 1,960 funds tracked by Wall St. Rank held iShares Gold Trust as of Q1 2026.

Based on Signature Wealth Management Group's 13F filing for Q1 2026, filed 1 Apr 2026.