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Stone Summit Wealth’s iShares Gold Trust IAU Stock Holding History

Stone Summit 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 		$437K Sell
4,960
-21
-0.4% -$1.93K 0.12% 99
2025
Q4 		$404K Sell
4,981
-242
-5% -$18.9K 0.11% 107
2025
Q3 		$380K Hold
5,223
– – 0.11% 111
2025
Q2 		$326K Hold
5,223
– – 0.1% 120
2025
Q1 		$308K Buy
5,223
+1,081
+26% +$58.5K 0.1% 119
2024
Q4 		$205K Hold
4,142
– – 0.07% 138
2024
Q3 		$206K Buy
+4,142
New +$194K 0.07% 141

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

Stone Summit Wealth's IAU Position: Q1 2026 in Review

Stone Summit Wealth reduced its iShares Gold Trust (IAU) stake by 0.42% in Q1 2026, selling an estimated $1.93K and leaving 4,960 shares worth $437K. The position accounts for 0.12% of the portfolio, ranked #99.

Stone Summit Wealth first reported a position in IAU in Q3 2024 and has held it in 7 quarters since. 1,960 funds tracked by Wall St. Rank hold IAU as of Q1 2026.

  • Stone Summit Wealth held 4,960 shares of iShares Gold Trust worth $437K as of Q1 2026.
  • Stone Summit Wealth sold 21 iShares Gold Trust shares in Q1 2026, an estimated $1.93K.
  • iShares Gold Trust made up 0.12% of Stone Summit Wealth's portfolio in Q1 2026, its #99 holding.
  • Stone Summit Wealth first reported a position in iShares Gold Trust in Q3 2024 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 Stone Summit Wealth's 13F filing for Q1 2026, filed 23 Apr 2026.