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Wealth Quarterback’s iShares Gold Trust IAU Stock Holding History

Wealth Quarterback’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 		$16M Sell
181,382
-19,865
-10% -$1.82M 6.3% 2
2025
Q4 		$16.3M Buy
201,247
+555
+0.3% +$43.4K 5.88% 3
2025
Q3 		$14.6M Buy
200,692
+129,946
+184% +$8.48M 5.65% 3
2025
Q2 		$4.41M Buy
70,746
+22,520
+47% +$1.4M 2.09% 10
2025
Q1 		$2.84M Buy
48,226
+15,119
+46% +$818K 1.6% 8
2024
Q4 		$1.64M Buy
33,107
+12,512
+61% +$629K 0.77% 25
2024
Q3 		$1.02M Sell
20,595
-383
-2% -$17.9K 0.53% 42
2024
Q2 		$922K Buy
20,978
+1,410
+7% +$62.3K 0.52% 38
2024
Q1 		$822K Buy
19,568
+742
+4% +$29.1K 0.46% 49
2023
Q4 		$735K Sell
18,826
-3,977
-17% -$149K 0.45% 51
2023
Q3 		$798K Sell
22,803
-2,888
-11% -$105K 0.69% 31
2023
Q2 		$935K Sell
25,691
-15,677
-38% -$588K 0.65% 31
2023
Q1 		$1.55M Sell
41,368
-118,705
-74% -$4.26M 1.31% 14
2022
Q4 		$5.54M Buy
160,073
+3,298
+2% +$108K 4.59% 3
2022
Q3 		$4.94M Sell
156,775
-2,998
-2% -$98.2K 5.26% 3
2022
Q2 		$5.48M Buy
+159,773
New +$5.68M 4.27% 6
2021
Q3 		$1.31M Sell
39,345
-1,805
-4% -$61.5K 0.87% 18
2021
Q2 		$1.39M Buy
+41,150
New +$1.42M 0.84% 22
2020
Q4 		$5.99M Buy
165,164
+34,422
+26% +$1.23M 4.98% 5
2020
Q3 		$4.44M Hold
130,742
– – 4.08% 4
2020
Q2 		$4.44M Buy
130,742
+90,616
+226% +$2.97M 4.08% 4
2020
Q1 		$1.34M Buy
40,126
+7,910
+25% +$239K 1.23% 22
2019
Q4 		$192K Buy
+32,216
New +$914K 0.17% 111

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 Quarterback's IAU Position: Q1 2026 in Review

Wealth Quarterback reduced its iShares Gold Trust (IAU) stake by 9.9% in Q1 2026, selling an estimated $1.82M and leaving 181,382 shares worth $16M. The position accounts for 6.3% of the portfolio, ranked #2.

Wealth Quarterback first reported a position in IAU in Q4 2019 and has held it in 23 quarters since. The position peaked at $16.3M in Q4 2025. 1,960 funds tracked by Wall St. Rank hold IAU as of Q1 2026.

  • Wealth Quarterback held 181,382 shares of iShares Gold Trust worth $16M as of Q1 2026.
  • Wealth Quarterback sold 19,865 iShares Gold Trust shares in Q1 2026, an estimated $1.82M.
  • iShares Gold Trust made up 6.3% of Wealth Quarterback's portfolio in Q1 2026, its #2 holding.
  • Wealth Quarterback first reported a position in iShares Gold Trust in Q4 2019 and has held it in 23 quarters since.
  • Wealth Quarterback's iShares Gold Trust position peaked at $16.3M in Q4 2025.
  • 1,960 funds tracked by Wall St. Rank held iShares Gold Trust as of Q1 2026.

Based on Wealth Quarterback's 13F filing for Q1 2026, filed 9 Apr 2026.