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World Investment Advisors’s iShares Gold Trust IAU Stock Holding History

World Investment Advisors’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 		$15.2M Sell
172,856
-13,899
-7% -$1.27M 0.25% 82
2025
Q4 		$15.2M Buy
186,755
+47,534
+34% +$3.72M 0.25% 87
2025
Q3 		$10.1M Buy
139,221
+10,959
+9% +$715K 0.21% 103
2025
Q2 		$8M Sell
128,262
-77,970
-38% -$4.83M 0.18% 129
2025
Q1 		$12.2M Buy
206,232
+94,641
+85% +$5.12M 0.32% 66
2024
Q4 		$5.52M Buy
111,591
+77,926
+231% +$3.92M 0.15% 158
2024
Q3 		$1.8M Buy
33,665
+17,950
+114% +$840K 0.06% 314
2024
Q2 		$690K Buy
+15,715
New +$694K 0.04% 346
2024
Q1 		– Sell
-13,145
Closed -$513K – 425
2023
Q4 		$513K Buy
13,145
+145
+1% +$5.43K 0.07% 217
2023
Q3 		$455K Sell
13,000
-465
-3% -$17K 0.09% 151
2023
Q2 		$490K Sell
13,465
-1,630
-11% -$61.1K 0.09% 140
2023
Q1 		$564K Sell
15,095
-412
-3% -$14.8K 0.12% 125
2022
Q4 		$536K Sell
15,507
-29,422
-65% -$966K 0.12% 120
2022
Q3 		$1.42M Sell
44,929
-121
-0.3% -$3.96K 0.34% 49
2022
Q2 		$1.51M Buy
45,050
+7,881
+21% +$280K 0.32% 50
2022
Q1 		$1.37M Buy
37,169
+4,330
+13% +$155K 0.28% 64
2021
Q4 		$1.14M Buy
32,839
+15,428
+89% +$527K 0.24% 76
2021
Q3 		$582K Buy
17,411
+1,475
+9% +$50.3K 0.13% 117
2021
Q2 		$537K Buy
15,936
+10,108
+173% +$349K 0.12% 119
2021
Q1 		$203K Sell
5,828
-1,147
-16% -$39.2K 0.05% 217
2020
Q4 		$242K Sell
6,975
-1,431
-17% -$51.2K 0.06% 198
2020
Q3 		$302K Sell
8,406
-100
-1% -$3.65K 0.1% 121
2020
Q2 		$310K Buy
+8,506
New +$279K 0.11% 117

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

World Investment Advisors's IAU Position: Q1 2026 in Review

World Investment Advisors reduced its iShares Gold Trust (IAU) stake by 7.4% in Q1 2026, selling an estimated $1.27M and leaving 172,856 shares worth $15.2M. The position accounts for 0.25% of the portfolio, ranked #82.

World Investment Advisors first reported a position in IAU in Q2 2020 and has held it in 23 quarters since. 1,960 funds tracked by Wall St. Rank hold IAU as of Q1 2026.

  • World Investment Advisors held 172,856 shares of iShares Gold Trust worth $15.2M as of Q1 2026.
  • World Investment Advisors sold 13,899 iShares Gold Trust shares in Q1 2026, an estimated $1.27M.
  • iShares Gold Trust made up 0.25% of World Investment Advisors's portfolio in Q1 2026, its #82 holding.
  • World Investment Advisors first reported a position in iShares Gold Trust in Q2 2020 and has held it in 23 quarters since.
  • 1,960 funds tracked by Wall St. Rank held iShares Gold Trust as of Q1 2026.

Based on World Investment Advisors's 13F filing for Q1 2026, filed 27 Apr 2026.