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TPG Advisors’s iShares Gold Trust IAU Stock Holding History

TPG 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 		$2.26M Sell
25,592
-4,882
-16% -$448K 1.41% 19
2025
Q4 		$2.47M Buy
30,474
+102
+0.3% +$7.98K 1.54% 17
2025
Q3 		$2.21M Buy
30,372
+1,024
+3% +$66.8K 1.45% 18
2025
Q2 		$1.83M Buy
29,348
+451
+2% +$27.9K 1.32% 22
2025
Q1 		$1.7M Buy
28,897
+872
+3% +$47.2K 1.34% 23
2024
Q4 		$1.39M Buy
28,025
+199
+0.7% +$10K 1.08% 26
2024
Q3 		$1.38M Buy
27,826
+319
+1% +$14.9K 1.08% 26
2024
Q2 		$1.21M Buy
+27,507
New +$1.22M 1.03% 26

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

TPG Advisors's IAU Position: Q1 2026 in Review

TPG Advisors reduced its iShares Gold Trust (IAU) stake by 16% in Q1 2026, selling an estimated $448K and leaving 25,592 shares worth $2.26M. The position accounts for 1.41% of the portfolio, ranked #19.

TPG Advisors first reported a position in IAU in Q2 2024 and has held it in 8 quarters since. The position peaked at $2.47M in Q4 2025. 1,960 funds tracked by Wall St. Rank hold IAU as of Q1 2026.

  • TPG Advisors held 25,592 shares of iShares Gold Trust worth $2.26M as of Q1 2026.
  • TPG Advisors sold 4,882 iShares Gold Trust shares in Q1 2026, an estimated $448K.
  • iShares Gold Trust made up 1.41% of TPG Advisors's portfolio in Q1 2026, its #19 holding.
  • TPG Advisors first reported a position in iShares Gold Trust in Q2 2024 and has held it in 8 quarters since.
  • TPG Advisors's iShares Gold Trust position peaked at $2.47M in Q4 2025.
  • 1,960 funds tracked by Wall St. Rank held iShares Gold Trust as of Q1 2026.

Based on TPG Advisors's 13F filing for Q1 2026, filed 22 Apr 2026.