Simplicity Wealth’s iShares Gold Trust IAU Stock Holding History

Simplicity Wealth’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	$1.73M	Sell	19,568 -16,443	-46%	-$1.51M	0.1%	206
2025 Q4	$2.92M	Sell	36,011 -32,922	-48%	-$2.57M	0.17%	129
2025 Q3	$5.02M	Sell	68,933 -7,935	-10%	-$518K	0.29%	78
2025 Q2	$4.79M	Buy	76,868 +20,391	+36%	+$1.26M	0.2%	115
2025 Q1	$3.33M	Buy	56,477 +21,023	+59%	+$1.14M	0.26%	95
2024 Q4	$1.76M	Sell	35,454 -10,457	-23%	-$525K	0.37%	50
2024 Q3	$2.28M	Sell	45,911 -14,160	-24%	-$663K	0.21%	101
2024 Q2	$2.64M	Buy	60,071 +9,612	+19%	+$425K	0.06%	305
2024 Q1	$2.12M	Buy	+50,459	New	+$1.98M	0.05%	343

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

Simplicity Wealth's IAU Position: Q1 2026 in Review

Simplicity Wealth reduced its iShares Gold Trust (IAU) stake by 46% in Q1 2026, selling an estimated $1.51M and leaving 19,568 shares worth $1.73M. The position accounts for 0.1% of the portfolio, ranked #206.

Simplicity Wealth first reported a position in IAU in Q1 2024 and has held it in 9 quarters since. The position peaked at $5.02M in Q3 2025. 1,960 funds tracked by Wall St. Rank hold IAU as of Q1 2026.

Simplicity Wealth held 19,568 shares of iShares Gold Trust worth $1.73M as of Q1 2026.
Simplicity Wealth sold 16,443 iShares Gold Trust shares in Q1 2026, an estimated $1.51M.
iShares Gold Trust made up 0.1% of Simplicity Wealth's portfolio in Q1 2026, its #206 holding.
Simplicity Wealth first reported a position in iShares Gold Trust in Q1 2024 and has held it in 9 quarters since.
Simplicity Wealth's iShares Gold Trust position peaked at $5.02M in Q3 2025.
1,960 funds tracked by Wall St. Rank held iShares Gold Trust as of Q1 2026.

Based on Simplicity Wealth's 13F filing for Q1 2026, filed 30 Apr 2026.