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Snowden Capital Advisors’s iShares Gold Trust IAU Stock Holding History

Snowden Capital 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 		$4.97M Sell
56,380
-10,063
-15% -$923K 0.13% 171
2025
Q4 		$5.39M Buy
66,443
+4,135
+7% +$323K 0.14% 151
2025
Q3 		$4.53M Buy
62,308
+5,537
+10% +$361K 0.12% 176
2025
Q2 		$3.54M Sell
56,771
-1,238
-2% -$76.7K 0.1% 199
2025
Q1 		$3.42M Buy
58,009
+3,700
+7% +$200K 0.11% 204
2024
Q4 		$2.69M Buy
54,309
+11,426
+27% +$574K 0.08% 240
2024
Q3 		$2.13M Buy
42,883
+1,759
+4% +$82.3K 0.06% 311
2024
Q2 		$1.81M Sell
41,124
-65
-0.2% -$2.87K 0.05% 347
2024
Q1 		$1.73M Buy
41,189
+21,086
+105% +$827K 0.05% 356
2023
Q4 		$785K Buy
20,103
+213
+1% +$7.97K 0.03% 503
2023
Q3 		$696K Sell
19,890
-28,448
-59% -$1.04M 0.03% 507
2023
Q2 		$1.76M Buy
48,338
+3,313
+7% +$124K 0.06% 310
2023
Q1 		$1.68M Buy
45,025
+4,177
+10% +$150K 0.07% 319
2022
Q4 		$1.41M Buy
40,848
+2,974
+8% +$97.7K 0.06% 360
2022
Q3 		$1.19M Sell
37,874
-28
-0.1% -$918 0.05% 385
2022
Q2 		$1.3M Hold
37,902
– – 0.06% 352
2022
Q1 		$1.4M Buy
37,902
+28,484
+302% +$1.02M 0.06% 346
2021
Q4 		$327K Buy
+9,418
New +$322K 0.02% 551
2019
Q1 		– Sell
-5,854
Closed -$144K – 501
2018
Q4 		$144K Buy
+5,854
New +$138K 0.02% 458

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

Snowden Capital Advisors's IAU Position: Q1 2026 in Review

Snowden Capital Advisors reduced its iShares Gold Trust (IAU) stake by 15% in Q1 2026, selling an estimated $923K and leaving 56,380 shares worth $4.97M. The position accounts for 0.13% of the portfolio, ranked #171.

Snowden Capital Advisors first reported a position in IAU in Q4 2018 and has held it in 19 quarters since. The position peaked at $5.39M in Q4 2025. 1,960 funds tracked by Wall St. Rank hold IAU as of Q1 2026.

  • Snowden Capital Advisors held 56,380 shares of iShares Gold Trust worth $4.97M as of Q1 2026.
  • Snowden Capital Advisors sold 10,063 iShares Gold Trust shares in Q1 2026, an estimated $923K.
  • iShares Gold Trust made up 0.13% of Snowden Capital Advisors's portfolio in Q1 2026, its #171 holding.
  • Snowden Capital Advisors first reported a position in iShares Gold Trust in Q4 2018 and has held it in 19 quarters since.
  • Snowden Capital Advisors's iShares Gold Trust position peaked at $5.39M in Q4 2025.
  • 1,960 funds tracked by Wall St. Rank held iShares Gold Trust as of Q1 2026.

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