Sylvest Advisors’s iShares Gold Trust IAU Stock Holding History

Sylvest 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	$247K	Hold	2,800	–	–	0.13%	67
2025 Q4	$227K	Hold	2,800	–	–	0.12%	67
2025 Q3	$204K	Buy	+2,800	New	+$183K	0.11%	74

Other funds holding IAU

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

Sylvest Advisors's IAU Position: Q1 2026 in Review

Sylvest Advisors held its iShares Gold Trust (IAU) position steady in Q1 2026 at 2,800 shares worth $247K. The position accounts for 0.13% of the portfolio, ranked #67.

Sylvest Advisors first reported a position in IAU in Q3 2025 and has held it in 3 quarters since. 1,960 funds tracked by Wall St. Rank hold IAU as of Q1 2026.

Sylvest Advisors held 2,800 shares of iShares Gold Trust worth $247K as of Q1 2026.
Sylvest Advisors left its iShares Gold Trust share count unchanged in Q1 2026.
iShares Gold Trust made up 0.13% of Sylvest Advisors's portfolio in Q1 2026, its #67 holding.
Sylvest Advisors first reported a position in iShares Gold Trust in Q3 2025 and has held it in 3 quarters since.
1,960 funds tracked by Wall St. Rank held iShares Gold Trust as of Q1 2026.

Based on Sylvest Advisors's 13F filing for Q1 2026, filed 22 Apr 2026.