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SkyView Investment Advisors’s iShares Gold Trust IAU Stock Holding History

SkyView Investment Advisors’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 		$40.9M Buy
464,273
+2,820
+0.6% +$259K 5.51% 7
2025
Q4 		$37.4M Sell
461,453
-19,659
-4% -$1.54M 4.72% 7
2025
Q3 		$35M Sell
481,112
-987
-0.2% -$64.4K 4.42% 8
2025
Q2 		$29.7M Sell
482,099
-29,268
-6% -$1.81M 4.26% 7
2025
Q1 		$30.1M Sell
511,367
-4,055
-0.8% -$219K 4.53% 7
2024
Q4 		$25.5M Buy
515,422
+21,159
+4% +$1.06M 4.07% 7
2024
Q3 		$24.5M Buy
494,263
+9,409
+2% +$440K 4.08% 7
2024
Q2 		$21.3M Buy
484,854
+3,177
+0.7% +$140K 3.8% 6
2024
Q1 		$20.2M Buy
481,677
+26,480
+6% +$1.04M 3.74% 6
2023
Q4 		$17.8M Buy
455,197
+432,489
+1,905% +$16.2M 4.45% 6
2023
Q3 		$795K Buy
22,708
+5,666
+33% +$207K 0.32% 76
2023
Q2 		$620K Hold
17,042
– – 0.15% 177
2023
Q1 		$637K Buy
+17,042
New +$612K 0.15% 180

Other funds holding IAU

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return

SkyView Investment Advisors's IAU Position: Q1 2026 in Review

SkyView Investment Advisors increased its iShares Gold Trust (IAU) stake by 0.61% in Q1 2026, buying an estimated $259K and bringing the position to 464,273 shares worth $40.9M. The position accounts for 5.51% of the portfolio, ranked #7.

SkyView Investment Advisors first reported a position in IAU in Q1 2023 and has held it in 13 quarters since. 1,970 funds tracked by Wall St. Rank hold IAU as of Q1 2026.

  • SkyView Investment Advisors held 464,273 shares of iShares Gold Trust worth $40.9M as of Q1 2026.
  • SkyView Investment Advisors bought 2,820 iShares Gold Trust shares in Q1 2026, an estimated $259K.
  • iShares Gold Trust made up 5.51% of SkyView Investment Advisors's portfolio in Q1 2026, its #7 holding.
  • SkyView Investment Advisors first reported a position in iShares Gold Trust in Q1 2023 and has held it in 13 quarters since.
  • 1,970 funds tracked by Wall St. Rank held iShares Gold Trust as of Q1 2026.

Based on SkyView Investment Advisors's 13F filing for Q1 2026, filed 15 May 2026.