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TD Private Client Wealth’s iShares Gold Trust IAU Stock Holding History

TD Private Client 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 		$2.16M Sell
24,470
-1,589
-6% -$146K 0.04% 236
2025
Q4 		$2.12M Sell
26,059
-3,195
-11% -$250K 0.05% 244
2025
Q3 		$2.13M Buy
29,254
+1,264
+5% +$82.5K 0.05% 233
2025
Q2 		$1.75M Sell
27,990
-2,656
-9% -$165K 0.04% 262
2025
Q1 		$1.81M Buy
30,646
+4,839
+19% +$262K 0.05% 243
2024
Q4 		$1.28M Sell
25,807
-3,003
-10% -$151K 0.04% 311
2024
Q3 		$1.43M Buy
28,810
+1,407
+5% +$65.9K 0.04% 305
2024
Q2 		$1.2M Buy
27,403
+5,330
+24% +$236K 0.04% 320
2024
Q1 		$927K Buy
22,073
+897
+4% +$35.2K 0.03% 358
2023
Q4 		$826K Sell
21,176
-734
-3% -$27.5K 0.03% 356
2023
Q3 		$767K Sell
21,910
-3,451
-14% -$126K 0.03% 350
2023
Q2 		$923K Buy
25,361
+5,251
+26% +$197K 0.04% 347
2023
Q1 		$752K Sell
20,110
-1,099
-5% -$39.4K 0.03% 370
2022
Q4 		$734K Sell
21,209
-1,788
-8% -$58.7K 0.03% 368
2022
Q3 		$725K Sell
22,997
-760
-3% -$24.9K 0.04% 354
2022
Q2 		$815K Buy
23,757
+1,185
+5% +$42.2K 0.04% 349
2022
Q1 		$831K Buy
22,572
+2,672
+13% +$95.5K 0.04% 361
2021
Q4 		$693K Sell
19,900
-1,006
-5% -$34.4K 0.03% 378
2021
Q3 		$698K Buy
20,906
+454
+2% +$15.5K 0.03% 368
2021
Q2 		$689K Sell
20,452
-10,196
-33% -$352K 0.03% 371
2021
Q1 		$997K Sell
30,648
-30,940
-50% -$1.06M 0.05% 313
2020
Q4 		$2.23M Sell
61,588
-7,562
-11% -$271K 0.11% 191
2020
Q3 		$2.49M Buy
69,150
+23,208
+51% +$847K 0.14% 161
2020
Q2 		$1.56M Sell
45,942
-7,399
-14% -$242K 0.09% 214
2020
Q1 		$1.61M Buy
+53,341
New +$1.61M 0.12% 170

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

TD Private Client Wealth's IAU Position: Q1 2026 in Review

TD Private Client Wealth reduced its iShares Gold Trust (IAU) stake by 6.1% in Q1 2026, selling an estimated $146K and leaving 24,470 shares worth $2.16M. The position accounts for 0.04% of the portfolio, ranked #236.

TD Private Client Wealth first reported a position in IAU in Q1 2020 and has held it in 25 quarters since. The position peaked at $2.49M in Q3 2020. 1,960 funds tracked by Wall St. Rank hold IAU as of Q1 2026.

  • TD Private Client Wealth held 24,470 shares of iShares Gold Trust worth $2.16M as of Q1 2026.
  • TD Private Client Wealth sold 1,589 iShares Gold Trust shares in Q1 2026, an estimated $146K.
  • iShares Gold Trust made up 0.04% of TD Private Client Wealth's portfolio in Q1 2026, its #236 holding.
  • TD Private Client Wealth first reported a position in iShares Gold Trust in Q1 2020 and has held it in 25 quarters since.
  • TD Private Client Wealth's iShares Gold Trust position peaked at $2.49M in Q3 2020.
  • 1,960 funds tracked by Wall St. Rank held iShares Gold Trust as of Q1 2026.

Based on TD Private Client Wealth's 13F filing for Q1 2026, filed 27 Apr 2026.