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TFB Advisors’s iShares Gold Trust IAU Stock Holding History

TFB 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 		– Sell
-3,900
Closed -$317K – 243
2025
Q4 		$317K Sell
3,900
-256
-6% -$20K 0.09% 237
2025
Q3 		$324K Sell
4,156
-724
-15% -$47.2K 0.09% 231
2025
Q2 		$304K Buy
4,880
+135
+3% +$8.37K 0.08% 259
2025
Q1 		$280K Buy
+4,745
New +$257K 0.08% 260

Other funds holding IAU

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return

TFB Advisors's IAU Position: Q1 2026 in Review

TFB Advisors sold out of iShares Gold Trust (IAU) in Q1 2026, closing a stake of 3,900 shares — an estimated $317K sold.

TFB Advisors first reported a position in IAU in Q1 2025 and held it in 4 quarters. The position peaked at $324K in Q3 2025. 1,970 funds tracked by Wall St. Rank hold IAU as of Q1 2026.

  • TFB Advisors reported no remaining iShares Gold Trust position as of Q1 2026 after selling out during the quarter.
  • TFB Advisors sold 3,900 iShares Gold Trust shares in Q1 2026, an estimated $317K.
  • TFB Advisors first reported a position in iShares Gold Trust in Q1 2025 and held it in 4 quarters.
  • TFB Advisors's iShares Gold Trust position peaked at $324K in Q3 2025.
  • 1,970 funds tracked by Wall St. Rank held iShares Gold Trust as of Q1 2026.

Based on TFB Advisors's 13F filing for Q1 2026, filed 20 Apr 2026.