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Talon Private Wealth’s iShares Gold Trust IAU Stock Holding History

Talon Private 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 		$370K Buy
+4,199
New +$385K 0.05% 160
2025
Q2 		$384K Sell
6,151
-119
-2% -$7.37K 0.05% 127
2025
Q1 		$370K Sell
6,270
-2,014
-24% -$109K 0.05% 126
2024
Q4 		$410K Sell
8,284
-48
-0.6% -$2.41K 0.09% 89
2024
Q3 		$414K Buy
+8,332
New +$390K 0.09% 59

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

Talon Private Wealth's IAU Position: Q1 2026 in Review

Talon Private Wealth opened a new position in iShares Gold Trust (IAU) in Q1 2026: 4,199 shares worth $370K. The stake represents 0.05% of the portfolio and ranks #160 among its holdings. This is a return to the name: Talon Private Wealth previously reported a position in IAU as recently as Q2 2025.

Talon Private Wealth first reported a position in IAU in Q3 2024 and has held it in 5 quarters since. The position peaked at $414K in Q3 2024. 1,960 funds tracked by Wall St. Rank hold IAU as of Q1 2026.

  • Talon Private Wealth held 4,199 shares of iShares Gold Trust worth $370K as of Q1 2026.
  • iShares Gold Trust was a new Talon Private Wealth position in Q1 2026.
  • iShares Gold Trust made up 0.05% of Talon Private Wealth's portfolio in Q1 2026, its #160 holding.
  • Talon Private Wealth first reported a position in iShares Gold Trust in Q3 2024 and has held it in 5 quarters since.
  • Talon Private Wealth's iShares Gold Trust position peaked at $414K in Q3 2024.
  • 1,960 funds tracked by Wall St. Rank held iShares Gold Trust as of Q1 2026.

Based on Talon Private Wealth's 13F filing for Q1 2026, filed 18 May 2026.