TA
IAU icon

TruWealth Advisors’s iShares Gold Trust IAU Stock Holding History

TruWealth 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 		$21.2M Buy
240,881
+4,466
+2% +$410K 1.02% 37
2025
Q4 		$19.2M Buy
236,415
+99,606
+73% +$7.79M 0.94% 40
2025
Q3 		$9.96M Buy
136,809
+13,854
+11% +$904K 0.5% 54
2025
Q2 		$7.67M Buy
+122,955
New +$7.62M 0.42% 53
2024
Q4 		– Sell
-4,067
Closed -$202K – 168
2024
Q3 		$202K Buy
+4,067
New +$190K 0.01% 161
2021
Q3 		– Sell
-7,071
Closed -$238K – 120
2021
Q2 		$238K Sell
7,071
-686
-9% -$23.7K 0.03% 104
2021
Q1 		$252K Sell
7,757
-27,072
-78% -$925K 0.03% 94
2020
Q4 		$1.26M Buy
+34,829
New +$1.25M 0.19% 47

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

TruWealth Advisors's IAU Position: Q1 2026 in Review

TruWealth Advisors increased its iShares Gold Trust (IAU) stake by 1.9% in Q1 2026, buying an estimated $410K and bringing the position to 240,881 shares worth $21.2M. The position accounts for 1.02% of the portfolio, ranked #37.

TruWealth Advisors first reported a position in IAU in Q4 2020 and has held it in 8 quarters since. 1,960 funds tracked by Wall St. Rank hold IAU as of Q1 2026.

  • TruWealth Advisors held 240,881 shares of iShares Gold Trust worth $21.2M as of Q1 2026.
  • TruWealth Advisors bought 4,466 iShares Gold Trust shares in Q1 2026, an estimated $410K.
  • iShares Gold Trust made up 1.02% of TruWealth Advisors's portfolio in Q1 2026, its #37 holding.
  • TruWealth Advisors first reported a position in iShares Gold Trust in Q4 2020 and has held it in 8 quarters since.
  • 1,960 funds tracked by Wall St. Rank held iShares Gold Trust as of Q1 2026.

Based on TruWealth Advisors's 13F filing for Q1 2026, filed 9 Apr 2026.