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Weaver Consulting Group’s iShares Gold Trust IAU Stock Holding History

Weaver Consulting Group’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 		$270K Buy
3,064
+21
+0.7% +$1.93K 0.06% 221
2025
Q4 		$247K Buy
3,043
+88
+3% +$6.88K 0.06% 235
2025
Q3 		$215K Buy
+2,955
New +$193K 0.05% 245
2020
Q4 		– Sell
-1,286
Closed -$46K – 470
2020
Q3 		$46K Sell
1,286
-98
-7% -$3.58K 0.03% 273
2020
Q2 		$47K Buy
1,384
+30
+2% +$983 0.03% 264
2020
Q1 		$41K Sell
1,354
-94
-6% -$2.84K 0.03% 241
2019
Q4 		$41K Sell
1,448
-2,847
-66% -$80.8K 0.02% 260
2019
Q3 		$118K Sell
4,295
-551
-11% -$15.5K 0.06% 149
2019
Q2 		$131K Sell
4,846
-173
-3% -$4.34K 0.07% 130
2019
Q1 		$128K Buy
+5,019
New +$125K 0.04% 275

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

Weaver Consulting Group's IAU Position: Q1 2026 in Review

Weaver Consulting Group increased its iShares Gold Trust (IAU) stake by 0.69% in Q1 2026, buying an estimated $1.93K and bringing the position to 3,064 shares worth $270K. The position accounts for 0.06% of the portfolio, ranked #221.

Weaver Consulting Group first reported a position in IAU in Q1 2019 and has held it in 10 quarters since. 1,960 funds tracked by Wall St. Rank hold IAU as of Q1 2026.

  • Weaver Consulting Group held 3,064 shares of iShares Gold Trust worth $270K as of Q1 2026.
  • Weaver Consulting Group bought 21 iShares Gold Trust shares in Q1 2026, an estimated $1.93K.
  • iShares Gold Trust made up 0.06% of Weaver Consulting Group's portfolio in Q1 2026, its #221 holding.
  • Weaver Consulting Group first reported a position in iShares Gold Trust in Q1 2019 and has held it in 10 quarters since.
  • 1,960 funds tracked by Wall St. Rank held iShares Gold Trust as of Q1 2026.

Based on Weaver Consulting Group's 13F filing for Q1 2026, filed 15 May 2026.