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SMART Wealth’s iShares Gold Trust IAU Stock Holding History

SMART 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 		$308K Buy
3,498
+326
+10% +$29.9K 0.09% 161
2025
Q4 		$257K Buy
+3,172
New +$248K 0.08% 158
2025
Q3 		– Sell
-6,802
Closed -$424K – 163
2025
Q2 		$424K Buy
+6,802
New +$421K 0.13% 114
2023
Q3 		– Sell
-11,911
Closed -$433K – 79
2023
Q2 		$433K Buy
11,911
+1,173
+11% +$44K 0.33% 54
2023
Q1 		$401K Sell
10,738
-1,703
-14% -$61.1K 0.35% 50
2022
Q4 		$430K Buy
+12,441
New +$409K 0.32% 54

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

SMART Wealth's IAU Position: Q1 2026 in Review

SMART Wealth increased its iShares Gold Trust (IAU) stake by 10% in Q1 2026, buying an estimated $29.9K and bringing the position to 3,498 shares worth $308K. The position accounts for 0.09% of the portfolio, ranked #161.

SMART Wealth first reported a position in IAU in Q4 2022 and has held it in 6 quarters since. The position peaked at $433K in Q2 2023. 1,960 funds tracked by Wall St. Rank hold IAU as of Q1 2026.

  • SMART Wealth held 3,498 shares of iShares Gold Trust worth $308K as of Q1 2026.
  • SMART Wealth bought 326 iShares Gold Trust shares in Q1 2026, an estimated $29.9K.
  • iShares Gold Trust made up 0.09% of SMART Wealth's portfolio in Q1 2026, its #161 holding.
  • SMART Wealth first reported a position in iShares Gold Trust in Q4 2022 and has held it in 6 quarters since.
  • SMART Wealth's iShares Gold Trust position peaked at $433K in Q2 2023.
  • 1,960 funds tracked by Wall St. Rank held iShares Gold Trust as of Q1 2026.

Based on SMART Wealth's 13F filing for Q1 2026, filed 23 Apr 2026.