Smartleaf Asset Management’s iShares Gold Trust IAU Stock Holding History

Smartleaf Asset Management’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	$1.24M	Buy	14,627 +6,622	+83%	+$607K	0.04%	355
2025 Q4	$654K	Buy	8,005 +4,239	+113%	+$332K	0.02%	471
2025 Q3	$272K	Buy	3,766 +925	+33%	+$60.3K	0.02%	629
2025 Q2	$175K	Buy	2,841 +1,826	+180%	+$113K	0.02%	616
2025 Q1	$59K	Sell	1,015 -7	-0.7%	-$379	0.01%	1065
2024 Q4	$50.3K	Buy	1,022 +850	+494%	+$42.7K	0.01%	1180
2024 Q3	$8.62K	Buy	172 +65	+61%	+$3.04K	﹤0.01%	1853
2024 Q2	$4.7K	Hold	107	–	–	﹤0.01%	1838
2024 Q1	$4.44K	Sell	107 -18	-14%	-$706	﹤0.01%	1260
2023 Q4	$4.92K	Buy	+125	New	+$4.68K	﹤0.01%	868

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

Smartleaf Asset Management's IAU Position: Q1 2026 in Review

Smartleaf Asset Management increased its iShares Gold Trust (IAU) stake by 83% in Q1 2026, buying an estimated $607K and bringing the position to 14,627 shares worth $1.24M. The position accounts for 0.04% of the portfolio, ranked #355.

Smartleaf Asset Management first reported a position in IAU in Q4 2023 and has held it in 10 quarters since. 1,960 funds tracked by Wall St. Rank hold IAU as of Q1 2026.

Smartleaf Asset Management held 14,627 shares of iShares Gold Trust worth $1.24M as of Q1 2026.
Smartleaf Asset Management bought 6,622 iShares Gold Trust shares in Q1 2026, an estimated $607K.
iShares Gold Trust made up 0.04% of Smartleaf Asset Management's portfolio in Q1 2026, its #355 holding.
Smartleaf Asset Management first reported a position in iShares Gold Trust in Q4 2023 and has held it in 10 quarters since.
1,960 funds tracked by Wall St. Rank held iShares Gold Trust as of Q1 2026.

Based on Smartleaf Asset Management's 13F filing for Q1 2026, filed 15 May 2026.