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Theory Financial’s iShares Gold Trust IAU Stock Holding History

Theory Financial’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
-4,234
Closed -$403K – 99
2025
Q4 		$403K Buy
4,234
+57
+1% +$4.46K 0.14% 77
2025
Q3 		$345K Buy
4,177
+836
+25% +$54.5K 0.12% 75
2025
Q2 		$207K Buy
+3,341
New +$207K 0.08% 81

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

Theory Financial's IAU Position: Q1 2026 in Review

Theory Financial sold out of iShares Gold Trust (IAU) in Q1 2026, closing a stake of 4,234 shares — an estimated $403K sold.

Theory Financial first reported a position in IAU in Q2 2025 and held it in 3 quarters. The position peaked at $403K in Q4 2025. 1,961 funds tracked by Wall St. Rank hold IAU as of Q1 2026.

  • Theory Financial reported no remaining iShares Gold Trust position as of Q1 2026 after selling out during the quarter.
  • Theory Financial sold 4,234 iShares Gold Trust shares in Q1 2026, an estimated $403K.
  • Theory Financial first reported a position in iShares Gold Trust in Q2 2025 and held it in 3 quarters.
  • Theory Financial's iShares Gold Trust position peaked at $403K in Q4 2025.
  • 1,961 funds tracked by Wall St. Rank held iShares Gold Trust as of Q1 2026.

Based on Theory Financial's 13F filing for Q1 2026, filed 5 May 2026.