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

Verity 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 		$2.11M Sell
23,891
-18,449
-44% -$1.69M 0.88% 30
2025
Q4 		$3.44M Sell
42,340
-63,930
-60% -$5M 1.48% 11
2025
Q3 		$7.73M Buy
106,270
+50,941
+92% +$3.32M 2.53% 6
2025
Q2 		$3.45M Sell
55,329
-12,855
-19% -$797K 1.65% 9
2025
Q1 		$4.02M Buy
68,184
+50,541
+286% +$2.73M 1.64% 12
2024
Q4 		$874K Sell
17,643
-2,980
-14% -$150K 0.49% 52
2024
Q3 		$1.02M Sell
20,623
-3,706
-15% -$173K 0.39% 68
2024
Q2 		$1.07M Sell
24,329
-16,787
-41% -$742K 0.42% 62
2024
Q1 		$1.73M Buy
+41,116
New +$1.61M 0.96% 20
2023
Q4 		– Sell
-30,133
Closed -$1.05M – 195
2023
Q3 		$1.05M Sell
30,133
-5,186
-15% -$189K 0.78% 36
2023
Q2 		$1.29M Sell
35,319
-6,224
-15% -$233K 0.95% 25
2023
Q1 		$1.55M Buy
41,543
+3,692
+10% +$132K 0.93% 28
2022
Q4 		$1.31M Buy
37,851
+4,924
+15% +$162K 1.12% 22
2022
Q3 		$1.04M Buy
+32,927
New +$1.08M 1.07% 21
2022
Q1 		$1.74M Buy
47,128
+6,840
+17% +$244K 1.1% 17
2021
Q4 		$1.4M Buy
40,288
+4,521
+13% +$155K 0.83% 21
2021
Q3 		$1.2M Sell
35,767
-229
-0.6% -$7.8K 0.77% 26
2021
Q2 		$1.21M Buy
35,996
+2,572
+8% +$88.9K 0.66% 30
2021
Q1 		$1.09M Buy
33,424
+4,967
+17% +$170K 0.65% 36
2020
Q4 		$1.03M Sell
28,457
-3,655
-11% -$131K 0.72% 33
2020
Q3 		$1.16M Sell
32,112
-37,299
-54% -$1.36M 0.88% 24
2020
Q2 		$1.21M Buy
69,411
+14,454
+26% +$474K 1.12% 17
2020
Q1 		$1.66M Buy
54,957
+21,272
+63% +$643K 2.09% 8
2019
Q4 		$977K Sell
33,685
-434
-1% -$12.3K 0.97% 25
2019
Q3 		$962K Buy
34,119
+1,543
+5% +$43.5K 1.01% 26
2019
Q2 		$880K Sell
32,576
-4,013
-11% -$101K 0.99% 26
2019
Q1 		$906K Buy
36,589
+1,914
+6% +$47.8K 1.05% 23
2018
Q4 		$852K Buy
34,675
+26,536
+326% +$625K 1.14% 25
2018
Q3 		$186K Buy
+8,139
New +$189K 0.18% 126

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

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

Verity Asset Management reduced its iShares Gold Trust (IAU) stake by 44% in Q1 2026, selling an estimated $1.69M and leaving 23,891 shares worth $2.11M. The position accounts for 0.88% of the portfolio, ranked #30.

Verity Asset Management first reported a position in IAU in Q3 2018 and has held it in 29 quarters since. The position peaked at $7.73M in Q3 2025. 1,960 funds tracked by Wall St. Rank hold IAU as of Q1 2026.

  • Verity Asset Management held 23,891 shares of iShares Gold Trust worth $2.11M as of Q1 2026.
  • Verity Asset Management sold 18,449 iShares Gold Trust shares in Q1 2026, an estimated $1.69M.
  • iShares Gold Trust made up 0.88% of Verity Asset Management's portfolio in Q1 2026, its #30 holding.
  • Verity Asset Management first reported a position in iShares Gold Trust in Q3 2018 and has held it in 29 quarters since.
  • Verity Asset Management's iShares Gold Trust position peaked at $7.73M in Q3 2025.
  • 1,960 funds tracked by Wall St. Rank held iShares Gold Trust as of Q1 2026.

Based on Verity Asset Management's 13F filing for Q1 2026, filed 21 Apr 2026.