SSA
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SSA Swiss Advisors’s iShares Gold Trust IAU Stock Holding History

SSA Swiss 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 		– Sell
-4,889
Closed -$397K – 101
2025
Q4 		$397K Sell
4,889
-476
-9% -$37.2K 0.18% 63
2025
Q3 		$390K Sell
5,365
-409
-7% -$26.7K 0.18% 67
2025
Q2 		$369K Sell
5,774
-1,206
-17% -$74.7K 0.18% 63
2025
Q1 		$411K Buy
+6,980
New +$378K 0.21% 66

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

SSA Swiss Advisors's IAU Position: Q1 2026 in Review

SSA Swiss Advisors sold out of iShares Gold Trust (IAU) in Q1 2026, closing a stake of 4,889 shares — an estimated $397K sold.

SSA Swiss Advisors first reported a position in IAU in Q1 2025 and held it in 4 quarters. The position peaked at $411K in Q1 2025. 1,960 funds tracked by Wall St. Rank hold IAU as of Q1 2026.

  • SSA Swiss Advisors reported no remaining iShares Gold Trust position as of Q1 2026 after selling out during the quarter.
  • SSA Swiss Advisors sold 4,889 iShares Gold Trust shares in Q1 2026, an estimated $397K.
  • SSA Swiss Advisors first reported a position in iShares Gold Trust in Q1 2025 and held it in 4 quarters.
  • SSA Swiss Advisors's iShares Gold Trust position peaked at $411K in Q1 2025.
  • 1,960 funds tracked by Wall St. Rank held iShares Gold Trust as of Q1 2026.

Based on SSA Swiss Advisors's 13F filing for Q1 2026, filed 21 Jul 2026.