Valley Wealth Managers’s iShares Gold Trust IAU Stock Holding History

Valley Wealth Managers’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	-82	Closed	-$6.66K	–	346
2025 Q4	$6.66K	Buy	+82	New	+$6.41K	﹤0.01%	299
2023 Q3	–	Sell	-575	Closed	-$20.9K	–	380
2023 Q2	$20.9K	Hold	575	–	–	﹤0.01%	244
2023 Q1	$21.5K	Hold	575	–	–	﹤0.01%	249
2022 Q4	$19.9K	Hold	575	–	–	﹤0.01%	270
2022 Q3	$18K	Hold	575	–	–	﹤0.01%	295
2022 Q2	$20K	Buy	+575	New	+$20.5K	﹤0.01%	294
2017 Q2	–	Sell	-575	Closed	-$14K	–	147
2017 Q1	$14K	Hold	575	–	–	﹤0.01%	168
2016 Q4	$13K	Hold	575	–	–	﹤0.01%	169
2016 Q3	$15K	Hold	575	–	–	﹤0.01%	164
2016 Q2	$15K	Buy	+575	New	+$14K	﹤0.01%	168

Other funds holding IAU

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Valley Wealth Managers's IAU Position: Q1 2026 in Review

Valley Wealth Managers sold out of iShares Gold Trust (IAU) in Q1 2026, closing a stake of 82 shares — an estimated $6.66K sold.

Valley Wealth Managers first reported a position in IAU in Q2 2016 and held it in 10 quarters. The position peaked at $21.5K in Q1 2023. 1,970 funds tracked by Wall St. Rank hold IAU as of Q1 2026.

Valley Wealth Managers reported no remaining iShares Gold Trust position as of Q1 2026 after selling out during the quarter.
Valley Wealth Managers sold 82 iShares Gold Trust shares in Q1 2026, an estimated $6.66K.
Valley Wealth Managers first reported a position in iShares Gold Trust in Q2 2016 and held it in 10 quarters.
Valley Wealth Managers's iShares Gold Trust position peaked at $21.5K in Q1 2023.
1,970 funds tracked by Wall St. Rank held iShares Gold Trust as of Q1 2026.

Based on Valley Wealth Managers's 13F filing for Q1 2026, filed 6 May 2026.