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Stratos Wealth Advisors’s iShares Gold Trust IAU Stock Holding History

Stratos Wealth 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 		$2.83M Sell
32,123
-2,687
-8% -$246K 0.17% 123
2025
Q4 		$2.83M Sell
34,810
-13,746
-28% -$1.08M 0.14% 166
2025
Q3 		$3.53M Sell
48,556
-1,029
-2% -$67.1K 0.17% 132
2025
Q2 		$3.09M Sell
49,585
-3,899
-7% -$242K 0.16% 135
2025
Q1 		$3.15M Sell
53,484
-17,836
-25% -$965K 0.17% 122
2024
Q4 		$3.53M Buy
71,320
+12,732
+22% +$640K 0.17% 137
2024
Q3 		$2.91M Buy
58,588
+1,250
+2% +$58.5K 0.13% 166
2024
Q2 		$2.52M Buy
57,338
+41,849
+270% +$1.85M 0.12% 169
2024
Q1 		$651K Buy
15,489
+2,300
+17% +$90.2K 0.04% 408
2023
Q4 		$515K Buy
+13,189
New +$494K 0.03% 459
2022
Q1 		– Sell
-6,932
Closed -$241K – 545
2021
Q4 		$241K Buy
6,932
+300
+5% +$10.3K 0.02% 499
2021
Q3 		$222K Buy
6,632
+198
+3% +$6.75K 0.02% 473
2021
Q2 		$217K Buy
+6,434
New +$222K 0.02% 502

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

Stratos Wealth Advisors's IAU Position: Q1 2026 in Review

Stratos Wealth Advisors reduced its iShares Gold Trust (IAU) stake by 7.7% in Q1 2026, selling an estimated $246K and leaving 32,123 shares worth $2.83M. The position accounts for 0.17% of the portfolio, ranked #123.

Stratos Wealth Advisors first reported a position in IAU in Q2 2021 and has held it in 13 quarters since. The position peaked at $3.53M in Q3 2025. 1,962 funds tracked by Wall St. Rank hold IAU as of Q1 2026.

  • Stratos Wealth Advisors held 32,123 shares of iShares Gold Trust worth $2.83M as of Q1 2026.
  • Stratos Wealth Advisors sold 2,687 iShares Gold Trust shares in Q1 2026, an estimated $246K.
  • iShares Gold Trust made up 0.17% of Stratos Wealth Advisors's portfolio in Q1 2026, its #123 holding.
  • Stratos Wealth Advisors first reported a position in iShares Gold Trust in Q2 2021 and has held it in 13 quarters since.
  • Stratos Wealth Advisors's iShares Gold Trust position peaked at $3.53M in Q3 2025.
  • 1,962 funds tracked by Wall St. Rank held iShares Gold Trust as of Q1 2026.

Based on Stratos Wealth Advisors's 13F filing for Q1 2026, filed 28 Apr 2026.