Terra Nova Asset Management’s iShares Gold Trust IAU Stock Holding History

Terra Nova Asset Management’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	$1.92M	Hold	21,766	–	–	1.42%	31
2025 Q4	$1.77M	Hold	21,766	–	–	1.16%	41
2025 Q3	$1.58M	Hold	21,766	–	–	1%	42
2025 Q2	$1.36M	Hold	21,766	–	–	0.95%	46
2025 Q1	$1.28M	Hold	21,766	–	–	1.01%	44
2024 Q4	$1.08M	Hold	21,766	–	–	0.82%	44
2024 Q3	$1.08M	Hold	21,766	–	–	0.8%	45
2024 Q2	$956K	Hold	21,766	–	–	0.75%	46
2024 Q1	$914K	Hold	21,766	–	–	0.73%	45
2023 Q4	$850K	Hold	21,766	–	–	0.74%	48
2023 Q3	$792K	Hold	21,766	–	–	0.72%	52
2023 Q2	$792K	Sell	21,766 -928	-4%	-$34.8K	0.72%	52
2023 Q1	$848K	Hold	22,694	–	–	0.83%	51
2022 Q4	$785K	Hold	22,694	–	–	0.82%	51
2022 Q3	$716K	Hold	22,694	–	–	0.78%	52
2022 Q2	$779K	Buy	+22,694	New	+$807K	0.87%	47
2022 Q1	–	Sell	-22,694	Closed	-$790K	–	91
2021 Q4	$790K	Hold	22,694	–	–	0.59%	50
2021 Q3	$758K	Buy	22,694 +11,907	+110%	+$406K	0.61%	49
2021 Q2	$364K	Sell	10,787 -1	-0%	-$35	0.31%	66
2021 Q1	$351K	Hold	10,788	–	–	0.31%	68
2020 Q4	$391K	Buy	+10,788	New	+$386K	0.39%	55
2018 Q4	$183K	Buy	+7,450	New	+$175K	0.49%	44

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

Terra Nova Asset Management's IAU Position: Q1 2026 in Review

Terra Nova Asset Management held its iShares Gold Trust (IAU) position steady in Q1 2026 at 21,766 shares worth $1.92M. The position accounts for 1.42% of the portfolio, ranked #31.

Terra Nova Asset Management first reported a position in IAU in Q4 2018 and has held it in 22 quarters since. 1,960 funds tracked by Wall St. Rank hold IAU as of Q1 2026.

Terra Nova Asset Management held 21,766 shares of iShares Gold Trust worth $1.92M as of Q1 2026.
Terra Nova Asset Management left its iShares Gold Trust share count unchanged in Q1 2026.
iShares Gold Trust made up 1.42% of Terra Nova Asset Management's portfolio in Q1 2026, its #31 holding.
Terra Nova Asset Management first reported a position in iShares Gold Trust in Q4 2018 and has held it in 22 quarters since.
1,960 funds tracked by Wall St. Rank held iShares Gold Trust as of Q1 2026.

Based on Terra Nova Asset Management's 13F filing for Q1 2026, filed 16 Apr 2026.