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Transcend Capital Advisors’s iShares Gold Trust IAU Stock Holding History

Transcend Capital 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 		$1.59M Buy
18,047
+93
+0.5% +$8.53K 0.13% 156
2025
Q4 		$1.46M Sell
17,954
-2,080
-10% -$163K 0.11% 165
2025
Q3 		$1.46M Buy
20,034
+2,723
+16% +$178K 0.1% 180
2025
Q2 		$1.08M Sell
17,311
-206
-1% -$12.8K 0.08% 214
2025
Q1 		$1.03M Buy
17,517
+4,673
+36% +$253K 0.07% 248
2024
Q4 		$636K Buy
12,844
+2,249
+21% +$113K 0.05% 303
2024
Q3 		$527K Buy
10,595
+1,698
+19% +$79.5K 0.04% 379
2024
Q2 		$391K Buy
8,897
+197
+2% +$8.71K 0.03% 406
2024
Q1 		$365K Hold
8,700
– – 0.03% 376
2023
Q4 		$340K Hold
8,700
– – 0.03% 361
2023
Q3 		$304K Hold
8,700
– – 0.03% 371
2023
Q2 		$317K Hold
8,700
– – 0.03% 361
2023
Q1 		$325K Hold
8,700
– – 0.03% 351
2022
Q4 		$301K Sell
8,700
-434
-5% -$14.3K 0.03% 363
2022
Q3 		$288K Sell
9,134
-1,500
-14% -$49.2K 0.03% 371
2022
Q2 		$365K Hold
10,634
– – 0.04% 346
2022
Q1 		$392K Buy
10,634
+388
+4% +$13.9K 0.04% 358
2021
Q4 		$357K Sell
10,246
-3,000
-23% -$103K 0.03% 355
2021
Q3 		$452K Sell
13,246
-22,031
-62% -$751K 0.04% 314
2021
Q2 		$1.19M Sell
35,277
-503
-1% -$17.4K 0.17% 140
2021
Q1 		$1.16M Sell
35,780
-2,771
-7% -$94.7K 0.14% 161
2020
Q4 		$1.4M Sell
38,551
-26,525
-41% -$949K 0.18% 133
2020
Q3 		$2.34M Buy
65,076
+59,076
+985% +$2.16M 0.43% 59
2020
Q2 		$204K Buy
+6,000
New +$197K 0.07% 114

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

Transcend Capital Advisors's IAU Position: Q1 2026 in Review

Transcend Capital Advisors increased its iShares Gold Trust (IAU) stake by 0.52% in Q1 2026, buying an estimated $8.53K and bringing the position to 18,047 shares worth $1.59M. The position accounts for 0.13% of the portfolio, ranked #156.

Transcend Capital Advisors first reported a position in IAU in Q2 2020 and has held it in 24 quarters since. The position peaked at $2.34M in Q3 2020. 1,960 funds tracked by Wall St. Rank hold IAU as of Q1 2026.

  • Transcend Capital Advisors held 18,047 shares of iShares Gold Trust worth $1.59M as of Q1 2026.
  • Transcend Capital Advisors bought 93 iShares Gold Trust shares in Q1 2026, an estimated $8.53K.
  • iShares Gold Trust made up 0.13% of Transcend Capital Advisors's portfolio in Q1 2026, its #156 holding.
  • Transcend Capital Advisors first reported a position in iShares Gold Trust in Q2 2020 and has held it in 24 quarters since.
  • Transcend Capital Advisors's iShares Gold Trust position peaked at $2.34M in Q3 2020.
  • 1,960 funds tracked by Wall St. Rank held iShares Gold Trust as of Q1 2026.

Based on Transcend Capital Advisors's 13F filing for Q1 2026, filed 13 May 2026.