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WNY Asset Management’s iShares Gold Trust IAU Stock Holding History

WNY Asset Management’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 		$282K Buy
+3,204
New +$294K 0.03% 204
2025
Q3 		$245K Buy
+3,361
New +$219K 0.02% 215

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

WNY Asset Management's IAU Position: Q1 2026 in Review

WNY Asset Management opened a new position in iShares Gold Trust (IAU) in Q1 2026: 3,204 shares worth $282K. The stake represents 0.03% of the portfolio and ranks #204 among its holdings. This is a return to the name: WNY Asset Management previously reported a position in IAU as recently as Q3 2025.

WNY Asset Management first reported a position in IAU in Q3 2025 and has held it in 2 quarters since. 1,960 funds tracked by Wall St. Rank hold IAU as of Q1 2026.

  • WNY Asset Management held 3,204 shares of iShares Gold Trust worth $282K as of Q1 2026.
  • iShares Gold Trust was a new WNY Asset Management position in Q1 2026.
  • iShares Gold Trust made up 0.03% of WNY Asset Management's portfolio in Q1 2026, its #204 holding.
  • WNY Asset Management first reported a position in iShares Gold Trust in Q3 2025 and has held it in 2 quarters since.
  • 1,960 funds tracked by Wall St. Rank held iShares Gold Trust as of Q1 2026.

Based on WNY Asset Management's 13F filing for Q1 2026, filed 22 May 2026.