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Wealth Preservation Advisors’s iShares Gold Trust IAU Stock Holding History

Wealth Preservation 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 		– Sell
-828
Closed -$67.2K – 1101
2025
Q4 		$67.2K Hold
828
– – 0.03% 177
2025
Q3 		$60.3K Hold
828
– – 0.04% 174
2025
Q2 		$51.6K Hold
828
– – 0.03% 187
2025
Q1 		$48.8K Buy
+828
New +$44.8K 0.03% 188

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

Wealth Preservation Advisors's IAU Position: Q1 2026 in Review

Wealth Preservation Advisors sold out of iShares Gold Trust (IAU) in Q1 2026, closing a stake of 828 shares — an estimated $67.2K sold.

Wealth Preservation Advisors first reported a position in IAU in Q1 2025 and held it in 4 quarters. The position peaked at $67.2K in Q4 2025. 1,960 funds tracked by Wall St. Rank hold IAU as of Q1 2026.

  • Wealth Preservation Advisors reported no remaining iShares Gold Trust position as of Q1 2026 after selling out during the quarter.
  • Wealth Preservation Advisors sold 828 iShares Gold Trust shares in Q1 2026, an estimated $67.2K.
  • Wealth Preservation Advisors first reported a position in iShares Gold Trust in Q1 2025 and held it in 4 quarters.
  • Wealth Preservation Advisors's iShares Gold Trust position peaked at $67.2K in Q4 2025.
  • 1,960 funds tracked by Wall St. Rank held iShares Gold Trust as of Q1 2026.

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