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Signet Investment Advisory Group’s iShares Gold Trust IAU Stock Holding History

Signet Investment Advisory 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 		$13.3M Sell
150,341
-4,528
-3% -$415K 6.07% 1
2025
Q4 		$12.6M Sell
154,869
-23,865
-13% -$1.87M 5.84% 2
2025
Q3 		$13M Buy
178,734
+2,230
+1% +$145K 6.25% 1
2025
Q2 		$11M Sell
176,504
-61,992
-26% -$3.84M 5.65% 2
2025
Q1 		$14.1M Buy
238,496
+1,916
+0.8% +$104K 7.09% 1
2024
Q4 		$11.7M Sell
236,580
-2,249
-0.9% -$113K 5.98% 1
2024
Q3 		$11.9M Buy
238,829
+3,058
+1% +$143K 5.94% 1
2024
Q2 		$10.4M Buy
235,771
+2,575
+1% +$114K 5.55% 1
2024
Q1 		$9.8M Buy
233,196
+8,469
+4% +$332K 5.36% 1
2023
Q4 		$8.77M Buy
224,727
+333
+0.1% +$12.5K 5.28% 1
2023
Q3 		$7.85M Buy
224,394
+2,602
+1% +$95K 5.22% 2
2023
Q2 		$8.07M Buy
221,792
+309
+0.1% +$11.6K 5.33% 2
2023
Q1 		$8.28M Sell
221,483
-29,060
-12% -$1.04M 5.71% 2
2022
Q4 		$8.67M Buy
250,543
+1,791
+0.7% +$58.8K 6.11% 1
2022
Q3 		$7.84M Buy
248,752
+2,386
+1% +$78.2K 6.08% 2
2022
Q2 		$8.45M Sell
246,366
-2,211
-0.9% -$78.7K 5.86% 1
2022
Q1 		$9.15M Sell
248,577
-5,566
-2% -$199K 5.5% 1
2021
Q4 		$8.85M Buy
254,143
+13,821
+6% +$472K 5.03% 3
2021
Q3 		$8.03M Buy
240,322
+5,037
+2% +$172K 5.06% 3
2021
Q2 		$7.93M Buy
235,285
+11,338
+5% +$392K 5.11% 2
2021
Q1 		$7.28M Sell
223,947
-7,233
-3% -$247K 5.64% 2
2020
Q4 		$8.38M Buy
+231,180
New +$8.27M 6.62% 1
2019
Q4 		$6.96M Buy
240,183
+938
+0.4% +$26.6K 6.47% 1
2019
Q3 		$6.75M Buy
239,245
+81,145
+51% +$2.29M 6.86% 1
2019
Q2 		$4.27M Sell
158,100
-5,075
-3% -$127K 4.45% 2
2019
Q1 		$4.04M Buy
163,175
+200
+0.1% +$5K 4.3% 2
2018
Q4 		$4M Buy
+162,975
New +$3.84M 4.5% 2

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

Signet Investment Advisory Group's IAU Position: Q1 2026 in Review

Signet Investment Advisory Group reduced its iShares Gold Trust (IAU) stake by 2.9% in Q1 2026, selling an estimated $415K and leaving 150,341 shares worth $13.3M. The position accounts for 6.07% of the portfolio, ranked #1.

Signet Investment Advisory Group first reported a position in IAU in Q4 2018 and has held it in 27 quarters since. The position peaked at $14.1M in Q1 2025. 1,960 funds tracked by Wall St. Rank hold IAU as of Q1 2026.

  • Signet Investment Advisory Group held 150,341 shares of iShares Gold Trust worth $13.3M as of Q1 2026.
  • Signet Investment Advisory Group sold 4,528 iShares Gold Trust shares in Q1 2026, an estimated $415K.
  • iShares Gold Trust made up 6.07% of Signet Investment Advisory Group's portfolio in Q1 2026, its #1 holding.
  • Signet Investment Advisory Group first reported a position in iShares Gold Trust in Q4 2018 and has held it in 27 quarters since.
  • Signet Investment Advisory Group's iShares Gold Trust position peaked at $14.1M in Q1 2025.
  • 1,960 funds tracked by Wall St. Rank held iShares Gold Trust as of Q1 2026.

Based on Signet Investment Advisory Group's 13F filing for Q1 2026, filed 14 May 2026.