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Strategic Blueprint’s iShares Gold Trust IAU Stock Holding History

Strategic Blueprint’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 		$7.22M Sell
81,897
-52,905
-39% -$4.85M 0.42% 65
2025
Q4 		$10.9M Sell
134,802
-2,129
-2% -$167K 0.64% 32
2025
Q3 		$9.96M Buy
136,931
+31,746
+30% +$2.07M 0.43% 57
2025
Q2 		$6.56M Buy
105,185
+2,478
+2% +$154K 0.32% 84
2025
Q1 		$6.06M Buy
102,707
+65,533
+176% +$3.54M 0.33% 78
2024
Q4 		$1.84M Buy
+37,174
New +$1.87M 0.11% 165
2021
Q3 		– Sell
-1,026
Closed -$35K – 817
2021
Q2 		$35K Buy
+1,026
New +$35.5K 0.01% 702
2019
Q4 		– Sell
-859
Closed -$24K – 232
2019
Q3 		$24K Buy
+859
New +$24.2K 0.02% 215

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

Strategic Blueprint's IAU Position: Q1 2026 in Review

Strategic Blueprint reduced its iShares Gold Trust (IAU) stake by 39% in Q1 2026, selling an estimated $4.85M and leaving 81,897 shares worth $7.22M. The position accounts for 0.42% of the portfolio, ranked #65.

Strategic Blueprint first reported a position in IAU in Q3 2019 and has held it in 8 quarters since. The position peaked at $10.9M in Q4 2025. 1,960 funds tracked by Wall St. Rank hold IAU as of Q1 2026.

  • Strategic Blueprint held 81,897 shares of iShares Gold Trust worth $7.22M as of Q1 2026.
  • Strategic Blueprint sold 52,905 iShares Gold Trust shares in Q1 2026, an estimated $4.85M.
  • iShares Gold Trust made up 0.42% of Strategic Blueprint's portfolio in Q1 2026, its #65 holding.
  • Strategic Blueprint first reported a position in iShares Gold Trust in Q3 2019 and has held it in 8 quarters since.
  • Strategic Blueprint's iShares Gold Trust position peaked at $10.9M in Q4 2025.
  • 1,960 funds tracked by Wall St. Rank held iShares Gold Trust as of Q1 2026.

Based on Strategic Blueprint's 13F filing for Q1 2026, filed 29 Apr 2026.