Tennessee Valley Asset Management Partners’s iShares Gold Trust IAU Stock Holding History

Tennessee Valley Asset Management Partners’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	$4.37M	Sell	49,556 -95,472	-66%	-$8.76M	0.58%	28
2025 Q4	$11.8M	Buy	145,028 +1,477	+1%	+$116K	1.53%	12
2025 Q3	$10.4M	Buy	+143,551	New	+$9.36M	1.42%	13
2025 Q2	–	Sell	-156,988	Closed	-$9.26M	–	108
2025 Q1	$9.26M	Buy	+156,988	New	+$8.49M	1.51%	11
2024 Q1	–	Sell	-2,904	Closed	-$113K	–	391
2023 Q4	$113K	Buy	+2,904	New	+$109K	0.02%	161

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

Tennessee Valley Asset Management Partners's IAU Position: Q1 2026 in Review

Tennessee Valley Asset Management Partners reduced its iShares Gold Trust (IAU) stake by 66% in Q1 2026, selling an estimated $8.76M and leaving 49,556 shares worth $4.37M. The position accounts for 0.58% of the portfolio, ranked #28.

Tennessee Valley Asset Management Partners first reported a position in IAU in Q4 2023 and has held it in 5 quarters since. The position peaked at $11.8M in Q4 2025. 1,960 funds tracked by Wall St. Rank hold IAU as of Q1 2026.

Tennessee Valley Asset Management Partners held 49,556 shares of iShares Gold Trust worth $4.37M as of Q1 2026.
Tennessee Valley Asset Management Partners sold 95,472 iShares Gold Trust shares in Q1 2026, an estimated $8.76M.
iShares Gold Trust made up 0.58% of Tennessee Valley Asset Management Partners's portfolio in Q1 2026, its #28 holding.
Tennessee Valley Asset Management Partners first reported a position in iShares Gold Trust in Q4 2023 and has held it in 5 quarters since.
Tennessee Valley Asset Management Partners's iShares Gold Trust position peaked at $11.8M in Q4 2025.
1,960 funds tracked by Wall St. Rank held iShares Gold Trust as of Q1 2026.

Based on Tennessee Valley Asset Management Partners's 13F filing for Q1 2026, filed 27 Apr 2026.