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Silver Oak Securities’s iShares Gold Trust IAU Stock Holding History

Silver Oak Securities’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 		$2.31M Buy
26,231
+2,029
+8% +$186K 0.17% 130
2025
Q4 		$1.98M Sell
24,202
-3,593
-13% -$281K 0.13% 153
2025
Q3 		$2.02M Sell
27,795
-937
-3% -$61.1K 0.15% 142
2025
Q2 		$1.79M Sell
28,732
-3,021
-10% -$187K 0.15% 154
2025
Q1 		$1.85M Sell
31,753
-7,211
-19% -$390K 0.17% 140
2024
Q4 		$1.92M Sell
38,964
-2,023
-5% -$102K 0.18% 127
2024
Q3 		$2.05M Buy
40,987
+26,469
+182% +$1.24M 0.22% 105
2024
Q2 		$638K Sell
14,518
-4,178
-22% -$185K 0.1% 186
2024
Q1 		$785K Sell
18,696
-60,105
-76% -$2.36M 0.12% 174
2023
Q4 		$3.08M Buy
78,801
+56,853
+259% +$2.13M 0.41% 55
2023
Q3 		$768K Sell
21,948
-62,076
-74% -$2.27M 0.17% 116
2023
Q2 		$3.06M Buy
84,024
+39,914
+90% +$1.5M 0.49% 46
2023
Q1 		$1.65M Buy
44,110
+32,389
+276% +$1.16M 0.27% 71
2022
Q4 		$405K Sell
11,721
-10,227
-47% -$336K 0.08% 191
2022
Q3 		$768K Buy
21,948
+7,343
+50% +$241K 0.17% 116
2022
Q2 		$478K Buy
+14,605
New +$520K 0.11% 130

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

Silver Oak Securities's IAU Position: Q1 2026 in Review

Silver Oak Securities increased its iShares Gold Trust (IAU) stake by 8.4% in Q1 2026, buying an estimated $186K and bringing the position to 26,231 shares worth $2.31M. The position accounts for 0.17% of the portfolio, ranked #130.

Silver Oak Securities first reported a position in IAU in Q2 2022 and has held it in 16 quarters since. The position peaked at $3.08M in Q4 2023. 1,960 funds tracked by Wall St. Rank hold IAU as of Q1 2026.

  • Silver Oak Securities held 26,231 shares of iShares Gold Trust worth $2.31M as of Q1 2026.
  • Silver Oak Securities bought 2,029 iShares Gold Trust shares in Q1 2026, an estimated $186K.
  • iShares Gold Trust made up 0.17% of Silver Oak Securities's portfolio in Q1 2026, its #130 holding.
  • Silver Oak Securities first reported a position in iShares Gold Trust in Q2 2022 and has held it in 16 quarters since.
  • Silver Oak Securities's iShares Gold Trust position peaked at $3.08M in Q4 2023.
  • 1,960 funds tracked by Wall St. Rank held iShares Gold Trust as of Q1 2026.

Based on Silver Oak Securities's 13F filing for Q1 2026, filed 20 Apr 2026.