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Wills Financial Group’s iShares Gold Trust IAU Stock Holding History

Wills Financial 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 		$12.9M Sell
146,271
-863
-0.6% -$79.2K 4.86% 5
2025
Q4 		$11.9M Buy
147,134
+13,093
+10% +$1.02M 4.56% 5
2025
Q3 		$9.75M Buy
134,041
+18,924
+16% +$1.23M 4% 6
2025
Q2 		$7.18M Hold
115,117
– – 3.12% 10
2025
Q1 		$6.79M Buy
115,117
+655
+0.6% +$35.4K 3.01% 11
2024
Q4 		$5.67M Buy
114,462
+85
+0.1% +$4.27K 2.45% 15
2024
Q3 		$5.68M Sell
114,377
-1
-0% -$47 2.38% 13
2024
Q2 		$5.02M Buy
114,378
+110
+0.1% +$4.86K 2.31% 14
2024
Q1 		$4.8M Sell
114,268
-660
-0.6% -$25.9K 2.26% 17
2023
Q4 		$4.49M Sell
114,928
-3,720
-3% -$139K 2.26% 16
2023
Q3 		$4.15M Hold
118,648
– – 2.25% 15
2023
Q2 		$4.32M Buy
118,648
+500
+0.4% +$18.7K 2.19% 16
2023
Q1 		$4.42M Sell
118,148
-1,500
-1% -$53.8K 2.38% 16
2022
Q4 		$4.14M Sell
119,648
-2,375
-2% -$78K 2.31% 16
2022
Q3 		$3.85M Sell
122,023
-1,075
-0.9% -$35.2K 2.14% 19
2022
Q2 		$4.22M Sell
123,098
-220
-0.2% -$7.83K 2.08% 21
2022
Q1 		$4.54M Buy
123,318
+975
+0.8% +$34.8K 1.91% 22
2021
Q4 		$4.26M Buy
122,343
+960
+0.8% +$32.8K 1.68% 25
2021
Q3 		$4.05M Buy
121,383
+3,805
+3% +$130K 1.82% 24
2021
Q2 		$3.96M Sell
117,578
-415
-0.4% -$14.3K 1.72% 22
2021
Q1 		$3.84M Buy
117,993
+4,763
+4% +$163K 1.86% 23
2020
Q4 		$4.11M Buy
113,230
+12,667
+13% +$453K 2.05% 20
2020
Q3 		$3.62M Buy
100,563
+4,438
+5% +$162K 2.1% 19
2020
Q2 		$3.27M Buy
96,125
+2,125
+2% +$69.6K 2.03% 20
2020
Q1 		$2.83M Hold
94,000
– – 2.02% 19
2019
Q4 		$2.73M Buy
94,000
+1,500
+2% +$42.5K 1.57% 23
2019
Q3 		$2.61M Buy
+92,500
New +$2.61M 1.67% 24

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

Wills Financial Group's IAU Position: Q1 2026 in Review

Wills Financial Group reduced its iShares Gold Trust (IAU) stake by 0.59% in Q1 2026, selling an estimated $79.2K and leaving 146,271 shares worth $12.9M. The position accounts for 4.86% of the portfolio, ranked #5.

Wills Financial Group first reported a position in IAU in Q3 2019 and has held it in 27 quarters since. 1,960 funds tracked by Wall St. Rank hold IAU as of Q1 2026.

  • Wills Financial Group held 146,271 shares of iShares Gold Trust worth $12.9M as of Q1 2026.
  • Wills Financial Group sold 863 iShares Gold Trust shares in Q1 2026, an estimated $79.2K.
  • iShares Gold Trust made up 4.86% of Wills Financial Group's portfolio in Q1 2026, its #5 holding.
  • Wills Financial Group first reported a position in iShares Gold Trust in Q3 2019 and has held it in 27 quarters since.
  • 1,960 funds tracked by Wall St. Rank held iShares Gold Trust as of Q1 2026.

Based on Wills Financial Group's 13F filing for Q1 2026, filed 14 May 2026.