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Tucker Asset Management’s iShares Gold Trust IAU Stock Holding History

Tucker Asset 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 		– Sell
-155
Closed -$12.6K – 691
2025
Q4 		$12.6K Buy
+155
New +$12.1K ﹤0.01% 538
2025
Q1 		– Sell
-509
Closed -$25.2K – 598
2024
Q4 		$25.2K Buy
509
+263
+107% +$13.2K ﹤0.01% 504
2024
Q3 		$12.2K Sell
246
-17
-6% -$796 ﹤0.01% 648
2024
Q2 		$11.6K Sell
263
-83
-24% -$3.67K ﹤0.01% 788
2024
Q1 		$14.5K Buy
346
+28
+9% +$1.1K ﹤0.01% 754
2023
Q4 		$12.4K Sell
318
-35
-10% -$1.31K ﹤0.01% 648
2023
Q3 		$12.4K Buy
353
+192
+119% +$7.01K ﹤0.01% 607
2023
Q2 		$5.86K Hold
161
– – ﹤0.01% 641
2023
Q1 		$6.02K Buy
+161
New +$5.78K ﹤0.01% 657
2022
Q4 		– Sell
-41
Closed -$1.27K – 871
2022
Q3 		$1.27K Buy
+41
New +$1.34K ﹤0.01% 630
2022
Q2 		– Sell
-18
Closed -$663 – 671
2022
Q1 		$663 Buy
+18
New +$643 ﹤0.01% 524

Other funds holding IAU

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Tucker Asset Management's IAU Position: Q1 2026 in Review

Tucker Asset Management sold out of iShares Gold Trust (IAU) in Q1 2026, closing a stake of 155 shares — an estimated $12.6K sold.

Tucker Asset Management first reported a position in IAU in Q1 2022 and held it in 11 quarters. The position peaked at $25.2K in Q4 2024. 1,979 funds tracked by Wall St. Rank hold IAU as of Q1 2026.

  • Tucker Asset Management reported no remaining iShares Gold Trust position as of Q1 2026 after selling out during the quarter.
  • Tucker Asset Management sold 155 iShares Gold Trust shares in Q1 2026, an estimated $12.6K.
  • Tucker Asset Management first reported a position in iShares Gold Trust in Q1 2022 and held it in 11 quarters.
  • Tucker Asset Management's iShares Gold Trust position peaked at $25.2K in Q4 2024.
  • 1,979 funds tracked by Wall St. Rank held iShares Gold Trust as of Q1 2026.

Based on Tucker Asset Management's 13F filing for Q1 2026, filed 27 Aug 2026.