Values First Advisors’s iShares Gold Trust IAU Stock Holding History
Bought
Maintained
Sold
Other funds holding IAU
Values First Advisors's IAU Position: Q1 2026 in Review
Values First Advisors increased its iShares Gold Trust (IAU) stake by 10% in Q1 2026, buying an estimated $203K and bringing the position to 23,891 shares worth $2.11M. The position accounts for 1.1% of the portfolio, ranked #24.
Values First Advisors first reported a position in IAU in Q1 2023 and has held it in 5 quarters since. 1,960 funds tracked by Wall St. Rank hold IAU as of Q1 2026.
- Values First Advisors held 23,891 shares of iShares Gold Trust worth $2.11M as of Q1 2026.
- Values First Advisors bought 2,216 iShares Gold Trust shares in Q1 2026, an estimated $203K.
- iShares Gold Trust made up 1.1% of Values First Advisors's portfolio in Q1 2026, its #24 holding.
- Values First Advisors first reported a position in iShares Gold Trust in Q1 2023 and has held it in 5 quarters since.
- 1,960 funds tracked by Wall St. Rank held iShares Gold Trust as of Q1 2026.
Based on Values First Advisors's 13F filing for Q1 2026, filed 17 Apr 2026.