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Willis Johnson & Associates’s iShares Gold Trust IAU Stock Holding History

Willis Johnson & Associates’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 		$277K Hold
3,140
– – 0.02% 157
2025
Q4 		$255K Buy
3,140
+65
+2% +$5.08K 0.02% 156
2025
Q3 		$224K Buy
+3,075
New +$201K 0.01% 167
2025
Q2 		– Sell
-4,149
Closed -$245K – 173
2025
Q1 		$245K Sell
4,149
-106
-2% -$5.73K 0.02% 136
2024
Q4 		$211K Sell
4,255
-152
-3% -$7.64K 0.02% 144
2024
Q3 		$219K Buy
+4,407
New +$206K 0.02% 155

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

Willis Johnson & Associates's IAU Position: Q1 2026 in Review

Willis Johnson & Associates held its iShares Gold Trust (IAU) position steady in Q1 2026 at 3,140 shares worth $277K. The position accounts for 0.02% of the portfolio, ranked #157.

Willis Johnson & Associates first reported a position in IAU in Q3 2024 and has held it in 6 quarters since. 1,960 funds tracked by Wall St. Rank hold IAU as of Q1 2026.

  • Willis Johnson & Associates held 3,140 shares of iShares Gold Trust worth $277K as of Q1 2026.
  • Willis Johnson & Associates left its iShares Gold Trust share count unchanged in Q1 2026.
  • iShares Gold Trust made up 0.02% of Willis Johnson & Associates's portfolio in Q1 2026, its #157 holding.
  • Willis Johnson & Associates first reported a position in iShares Gold Trust in Q3 2024 and has held it in 6 quarters since.
  • 1,960 funds tracked by Wall St. Rank held iShares Gold Trust as of Q1 2026.

Based on Willis Johnson & Associates's 13F filing for Q1 2026, filed 23 Apr 2026.