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IAU icon

SignatureFD’s iShares Gold Trust IAU Stock Holding History

SignatureFD’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 		$1.87M Sell
21,158
-2,936
-12% -$269K 0.03% 249
2025
Q4 		$1.96M Buy
24,094
+6,826
+40% +$534K 0.03% 222
2025
Q3 		$1.26M Buy
17,268
+3,126
+22% +$204K 0.02% 321
2025
Q2 		$882K Sell
14,142
-5,837
-29% -$362K 0.02% 377
2025
Q1 		$1.18M Sell
19,979
-2,285
-10% -$124K 0.02% 293
2024
Q4 		$1.1M Hold
22,264
– – 0.02% 313
2024
Q3 		$1.11M Buy
22,264
+2,362
+12% +$111K 0.02% 305
2024
Q2 		$874K Sell
19,902
-197
-1% -$8.71K 0.02% 344
2024
Q1 		$844K Sell
20,099
-8,618
-30% -$338K 0.02% 353
2023
Q4 		$1.12M Buy
28,717
+3,458
+14% +$129K 0.03% 259
2023
Q3 		$884K Sell
25,259
-863
-3% -$31.5K 0.02% 282
2023
Q2 		$951K Buy
26,122
+1,224
+5% +$45.9K 0.02% 260
2023
Q1 		$930K Sell
24,898
-4,827
-16% -$173K 0.03% 257
2022
Q4 		$1.03M Sell
29,725
-194
-0.6% -$6.37K 0.03% 226
2022
Q3 		$943K Sell
29,919
-8,142
-21% -$267K 0.03% 208
2022
Q2 		$1.31M Sell
38,061
-10
-0% -$356 0.04% 146
2022
Q1 		$1.4M Sell
38,071
-5,397
-12% -$193K 0.04% 165
2021
Q4 		$1.51M Sell
43,468
-2,368
-5% -$80.9K 0.05% 142
2021
Q3 		$1.53M Sell
45,836
-706
-2% -$24.1K 0.05% 125
2021
Q2 		$1.57M Buy
46,542
+1,994
+4% +$68.9K 0.06% 117
2021
Q1 		$1.45M Sell
44,548
-2,247
-5% -$76.8K 0.06% 112
2020
Q4 		$1.7M Buy
46,795
+750
+2% +$26.8K 0.08% 86
2020
Q3 		$1.66M Buy
46,045
+3,979
+9% +$145K 0.09% 83
2020
Q2 		$1.43M Buy
42,066
+25,223
+150% +$827K 0.09% 83
2020
Q1 		$508K Buy
16,843
+6,322
+60% +$191K 0.04% 193
2019
Q4 		$305K Buy
10,521
+1,598
+18% +$45.3K 0.02% 353
2019
Q3 		$252K Buy
8,923
+2,007
+29% +$56.6K 0.02% 349
2019
Q2 		$187K Sell
6,916
-601
-8% -$15.1K 0.02% 411
2019
Q1 		$186K Buy
7,517
+576
+8% +$14.4K 0.02% 410
2018
Q4 		$171K Buy
6,941
+5
+0.1% +$118 0.02% 414
2018
Q3 		$159K Buy
6,936
+2
+0% +$46 0.02% 488
2018
Q2 		$167K Buy
+6,934
New +$174K 0.02% 446
2018
Q1 		– Sell
-7,330
Closed -$183K – 1752
2017
Q4 		$183K Sell
7,330
-2,212
-23% -$54.3K 0.02% 329
2017
Q3 		$235K Buy
9,542
+2,482
+35% +$61K 0.03% 261
2017
Q2 		$169K Hold
7,060
– – 0.02% 278
2017
Q1 		$170K Sell
7,060
-28
-0.4% -$658 0.03% 271
2016
Q4 		$157K Buy
7,088
+28
+0.4% +$657 0.03% 220
2016
Q3 		$179K Buy
+7,060
New +$182K 0.03% 247
2016
Q2 		– Sell
-1,081
Closed -$26K – 1472
2016
Q1 		$26K Buy
1,081
+413
+62% +$9.45K ﹤0.01% 593
2015
Q4 		$14K Buy
668
+478
+252% +$10.2K ﹤0.01% 655
2015
Q3 		$4K Buy
+190
New +$4.13K ﹤0.01% 884
2015
Q2 		– Sell
-1,070
Closed -$24K – 1099
2015
Q1 		$24K Buy
+1,070
New +$25.2K 0.01% 403
2014
Q1 		– Sell
-6,916
Closed -$162K – 855
2013
Q4 		$162K Hold
6,916
– – 0.06% 102
2013
Q3 		$178K Buy
+6,916
New +$179K 0.08% 83

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

SignatureFD's IAU Position: Q1 2026 in Review

SignatureFD reduced its iShares Gold Trust (IAU) stake by 12% in Q1 2026, selling an estimated $269K and leaving 21,158 shares worth $1.87M. The position accounts for 0.03% of the portfolio, ranked #249.

SignatureFD first reported a position in IAU in Q3 2013 and has held it in 44 quarters since. The position peaked at $1.96M in Q4 2025. 1,960 funds tracked by Wall St. Rank hold IAU as of Q1 2026.

  • SignatureFD held 21,158 shares of iShares Gold Trust worth $1.87M as of Q1 2026.
  • SignatureFD sold 2,936 iShares Gold Trust shares in Q1 2026, an estimated $269K.
  • iShares Gold Trust made up 0.03% of SignatureFD's portfolio in Q1 2026, its #249 holding.
  • SignatureFD first reported a position in iShares Gold Trust in Q3 2013 and has held it in 44 quarters since.
  • SignatureFD's iShares Gold Trust position peaked at $1.96M in Q4 2025.
  • 1,960 funds tracked by Wall St. Rank held iShares Gold Trust as of Q1 2026.

Based on SignatureFD's 13F filing for Q1 2026, filed 7 Apr 2026.