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Tradition Wealth Management’s iShares Gold Trust IAU Stock Holding History

Tradition Wealth 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 		$738K Sell
8,375
-2,109
-20% -$193K 0.05% 233
2025
Q4 		$851K Sell
10,484
-1,558
-13% -$122K 0.06% 211
2025
Q3 		$876K Buy
12,042
+1,090
+10% +$71.1K 0.06% 205
2025
Q2 		$683K Buy
10,952
+1,263
+13% +$78.3K 0.05% 226
2025
Q1 		$571K Sell
9,689
-544
-5% -$29.4K 0.05% 230
2024
Q4 		$507K Hold
10,233
– – 0.04% 240
2024
Q3 		$509K Hold
10,233
– – 0.05% 238
2024
Q2 		$450K Hold
10,233
– – 0.04% 249
2024
Q1 		$430K Sell
10,233
-689
-6% -$27K 0.04% 245
2023
Q4 		$426K Buy
10,922
+603
+6% +$22.6K 0.04% 219
2023
Q3 		$361K Sell
10,319
-75
-0.7% -$2.74K 0.04% 225
2023
Q2 		$378K Sell
10,394
-1,276
-11% -$47.8K 0.04% 220
2023
Q1 		$436K Buy
11,670
+380
+3% +$13.6K 0.05% 191
2022
Q4 		$391K Sell
11,290
-1,395
-11% -$45.8K 0.06% 193
2022
Q3 		$400K Sell
12,685
-2,759
-18% -$90.4K 0.06% 180
2022
Q2 		$530K Sell
15,444
-350
-2% -$12.5K 0.08% 162
2022
Q1 		$582K Sell
15,794
-383
-2% -$13.7K 0.07% 171
2021
Q4 		$563K Sell
16,177
-43,663
-73% -$1.49M 0.07% 175
2021
Q3 		$2M Buy
59,840
+581
+1% +$19.8K 0.28% 83
2021
Q2 		$2M Buy
59,259
+45,373
+327% +$1.57M 0.3% 85
2021
Q1 		$452K Buy
13,886
+885
+7% +$30.2K 0.08% 166
2020
Q4 		$471K Buy
+13,001
New +$465K 0.09% 153

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

Tradition Wealth Management's IAU Position: Q1 2026 in Review

Tradition Wealth Management reduced its iShares Gold Trust (IAU) stake by 20% in Q1 2026, selling an estimated $193K and leaving 8,375 shares worth $738K. The position accounts for 0.05% of the portfolio, ranked #233.

Tradition Wealth Management first reported a position in IAU in Q4 2020 and has held it in 22 quarters since. The position peaked at $2M in Q3 2021. 1,960 funds tracked by Wall St. Rank hold IAU as of Q1 2026.

  • Tradition Wealth Management held 8,375 shares of iShares Gold Trust worth $738K as of Q1 2026.
  • Tradition Wealth Management sold 2,109 iShares Gold Trust shares in Q1 2026, an estimated $193K.
  • iShares Gold Trust made up 0.05% of Tradition Wealth Management's portfolio in Q1 2026, its #233 holding.
  • Tradition Wealth Management first reported a position in iShares Gold Trust in Q4 2020 and has held it in 22 quarters since.
  • Tradition Wealth Management's iShares Gold Trust position peaked at $2M in Q3 2021.
  • 1,960 funds tracked by Wall St. Rank held iShares Gold Trust as of Q1 2026.

Based on Tradition Wealth Management's 13F filing for Q1 2026, filed 15 May 2026.