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Waverly Advisors’s iShares Gold Trust IAU Stock Holding History

Waverly 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 		$9.63M Buy
109,260
+16,565
+18% +$1.52M 0.07% 264
2025
Q4 		$7.52M Buy
92,695
+77,356
+504% +$6.05M 0.06% 296
2025
Q3 		$1.12M Buy
15,339
+1,558
+11% +$102K 0.01% 613
2025
Q2 		$859K Sell
13,781
-707
-5% -$43.8K 0.01% 655
2025
Q1 		$854K Sell
14,488
-280
-2% -$15.1K 0.01% 641
2024
Q4 		$731K Buy
14,768
+5,154
+54% +$259K 0.01% 585
2024
Q3 		$478K Buy
9,614
+24
+0.3% +$1.12K 0.01% 594
2024
Q2 		$421K Buy
9,590
+169
+2% +$7.47K 0.01% 610
2024
Q1 		$396K Buy
9,421
+1,236
+15% +$48.5K 0.01% 518
2023
Q4 		$319K Sell
8,185
-1,405
-15% -$52.6K 0.01% 351
2023
Q3 		$336K Sell
9,590
-156
-2% -$5.69K 0.01% 308
2023
Q2 		$355K Buy
+9,746
New +$365K 0.02% 275
2015
Q1 		– Sell
-2,000
Closed -$46K – 381
2014
Q4 		$46K Sell
2,000
-2,750
-58% -$63.9K 0.02% 125
2014
Q3 		$111K Hold
4,750
– – 0.06% 129
2014
Q2 		$122K Buy
+4,750
New +$119K 0.05% 128
2014
Q1 		– Sell
-2,912
Closed -$68K – 766
2013
Q4 		$68K Buy
+2,912
New +$71.9K 0.02% 287

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

Waverly Advisors's IAU Position: Q1 2026 in Review

Waverly Advisors increased its iShares Gold Trust (IAU) stake by 18% in Q1 2026, buying an estimated $1.52M and bringing the position to 109,260 shares worth $9.63M. The position accounts for 0.07% of the portfolio, ranked #264.

Waverly Advisors first reported a position in IAU in Q4 2013 and has held it in 16 quarters since. 1,960 funds tracked by Wall St. Rank hold IAU as of Q1 2026.

  • Waverly Advisors held 109,260 shares of iShares Gold Trust worth $9.63M as of Q1 2026.
  • Waverly Advisors bought 16,565 iShares Gold Trust shares in Q1 2026, an estimated $1.52M.
  • iShares Gold Trust made up 0.07% of Waverly Advisors's portfolio in Q1 2026, its #264 holding.
  • Waverly Advisors first reported a position in iShares Gold Trust in Q4 2013 and has held it in 16 quarters since.
  • 1,960 funds tracked by Wall St. Rank held iShares Gold Trust as of Q1 2026.

Based on Waverly Advisors's 13F filing for Q1 2026, filed 15 May 2026.