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Tred Avon Family Wealth’s iShares Gold Trust IAU Stock Holding History

Tred Avon Family Wealth’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 		$374K Hold
4,240
– – 0.12% 202
2025
Q4 		$344K Sell
4,240
-60
-1% -$4.69K 0.11% 199
2025
Q3 		$313K Buy
+4,300
New +$281K 0.11% 203

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 $424B AUM 22.94% 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 $303B AUM 53.02% 1-Year Est. Return

Tred Avon Family Wealth's IAU Position: Q1 2026 in Review

Tred Avon Family Wealth held its iShares Gold Trust (IAU) position steady in Q1 2026 at 4,240 shares worth $374K. The position accounts for 0.12% of the portfolio, ranked #202.

Tred Avon Family Wealth first reported a position in IAU in Q3 2025 and has held it in 3 quarters since. 1,962 funds tracked by Wall St. Rank hold IAU as of Q1 2026.

  • Tred Avon Family Wealth held 4,240 shares of iShares Gold Trust worth $374K as of Q1 2026.
  • Tred Avon Family Wealth left its iShares Gold Trust share count unchanged in Q1 2026.
  • iShares Gold Trust made up 0.12% of Tred Avon Family Wealth's portfolio in Q1 2026, its #202 holding.
  • Tred Avon Family Wealth first reported a position in iShares Gold Trust in Q3 2025 and has held it in 3 quarters since.
  • 1,962 funds tracked by Wall St. Rank held iShares Gold Trust as of Q1 2026.

Based on Tred Avon Family Wealth's 13F filing for Q1 2026, filed 22 Apr 2026.