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

Soltis 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 		$646K Buy
7,323
+92
+1% +$8.44K 0.04% 288
2025
Q4 		$587K Sell
7,231
-222
-3% -$17.4K 0.04% 299
2025
Q3 		$542K Buy
7,453
+1,452
+24% +$94.7K 0.04% 285
2025
Q2 		$374K Buy
6,001
+303
+5% +$18.8K 0.03% 287
2025
Q1 		$336K Hold
5,698
– – 0.03% 283
2024
Q4 		$282K Buy
+5,698
New +$286K 0.03% 297
2021
Q1 		– Sell
-5,987
Closed -$217K – 226
2020
Q4 		$217K Buy
+5,987
New +$214K 0.04% 206

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

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

Soltis Investment Advisors increased its iShares Gold Trust (IAU) stake by 1.3% in Q1 2026, buying an estimated $8.44K and bringing the position to 7,323 shares worth $646K. The position accounts for 0.04% of the portfolio, ranked #288.

Soltis Investment Advisors first reported a position in IAU in Q4 2020 and has held it in 7 quarters since. 1,960 funds tracked by Wall St. Rank hold IAU as of Q1 2026.

  • Soltis Investment Advisors held 7,323 shares of iShares Gold Trust worth $646K as of Q1 2026.
  • Soltis Investment Advisors bought 92 iShares Gold Trust shares in Q1 2026, an estimated $8.44K.
  • iShares Gold Trust made up 0.04% of Soltis Investment Advisors's portfolio in Q1 2026, its #288 holding.
  • Soltis Investment Advisors first reported a position in iShares Gold Trust in Q4 2020 and has held it in 7 quarters since.
  • 1,960 funds tracked by Wall St. Rank held iShares Gold Trust as of Q1 2026.

Based on Soltis Investment Advisors's 13F filing for Q1 2026, filed 27 Apr 2026.