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Wealthspire Advisors (New York)’s iShares Gold Trust IAU Stock Holding History

Wealthspire Advisors (New York)’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 		$2.72M Sell
30,821
-2,346
-7% -$215K 0.02% 241
2025
Q4 		$2.69M Sell
33,167
-36,249
-52% -$2.83M 0.02% 248
2025
Q3 		$5.05M Sell
69,416
-3,440
-5% -$224K 0.03% 166
2025
Q2 		$4.54M Sell
72,856
-11,674
-14% -$723K 0.03% 167
2025
Q1 		$4.98M Buy
84,530
+51,839
+159% +$2.8M 0.03% 161
2024
Q4 		$1.62M Buy
32,691
+2,622
+9% +$132K 0.02% 280
2024
Q3 		$1.49M Buy
30,069
+3,804
+14% +$178K 0.02% 298
2024
Q2 		$1.15M Buy
26,265
+1,584
+6% +$70K 0.01% 296
2024
Q1 		$1.04M Sell
24,681
-41
-0.2% -$1.61K 0.01% 308
2023
Q4 		$965K Sell
24,722
-226
-0.9% -$8.46K 0.01% 317
2023
Q3 		$873K Sell
24,948
-2,791
-10% -$102K 0.01% 297
2023
Q2 		$1.01M Buy
27,739
+2,412
+10% +$90.4K 0.02% 250
2023
Q1 		$946K Buy
25,327
+83
+0.3% +$2.98K 0.02% 252
2022
Q4 		$873K Hold
25,244
– – 0.02% 285
2022
Q3 		$796K Buy
25,244
+3,734
+17% +$122K 0.02% 259
2022
Q2 		$738K Buy
21,510
+4,866
+29% +$173K 0.02% 254
2022
Q1 		$613K Sell
16,644
-1,154
-6% -$41.2K 0.01% 239
2021
Q4 		$620K Sell
17,798
-6,320
-26% -$216K 0.01% 286
2021
Q3 		$806K Buy
24,118
+4,739
+24% +$161K 0.02% 280
2021
Q2 		$653K Sell
19,379
-6,657
-26% -$230K 0.02% 201
2021
Q1 		$847K Buy
26,036
+14,451
+125% +$494K 0.02% 287
2020
Q4 		$420K Buy
+11,585
New +$415K 0.01% 338
2020
Q2 		– Sell
-11,813
Closed -$356K – 388
2020
Q1 		$356K Buy
+11,813
New +$357K 0.01% 350

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

Wealthspire Advisors (New York)'s IAU Position: Q1 2026 in Review

Wealthspire Advisors (New York) reduced its iShares Gold Trust (IAU) stake by 7.1% in Q1 2026, selling an estimated $215K and leaving 30,821 shares worth $2.72M. The position accounts for 0.02% of the portfolio, ranked #241.

Wealthspire Advisors (New York) first reported a position in IAU in Q1 2020 and has held it in 23 quarters since. The position peaked at $5.05M in Q3 2025. 1,960 funds tracked by Wall St. Rank hold IAU as of Q1 2026.

  • Wealthspire Advisors (New York) held 30,821 shares of iShares Gold Trust worth $2.72M as of Q1 2026.
  • Wealthspire Advisors (New York) sold 2,346 iShares Gold Trust shares in Q1 2026, an estimated $215K.
  • iShares Gold Trust made up 0.02% of Wealthspire Advisors (New York)'s portfolio in Q1 2026, its #241 holding.
  • Wealthspire Advisors (New York) first reported a position in iShares Gold Trust in Q1 2020 and has held it in 23 quarters since.
  • Wealthspire Advisors (New York)'s iShares Gold Trust position peaked at $5.05M in Q3 2025.
  • 1,960 funds tracked by Wall St. Rank held iShares Gold Trust as of Q1 2026.

Based on Wealthspire Advisors (New York)'s 13F filing for Q1 2026, filed 1 May 2026.