Y.D. More Investments’s iShares Gold Trust IAU Stock Holding History

Y.D. More Investments’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	–	Sell	-28,000	Closed	-$2.27M	–	503
2025 Q4	$2.27M	Hold	28,000	–	–	0.11%	79
2025 Q3	$2.04M	Hold	28,000	–	–	0.12%	84
2025 Q2	$1.75M	Buy	28,000 +10,000	+56%	+$620K	0.12%	88
2025 Q1	$1.06M	Hold	18,000	–	–	0.09%	110
2024 Q4	$891K	Hold	18,000	–	–	0.08%	116
2024 Q3	$895K	Hold	18,000	–	–	0.09%	115
2024 Q2	$791K	Buy	+18,000	New	+$795K	0.08%	112

Other funds holding IAU

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Y.D. More Investments's IAU Position: Q1 2026 in Review

Y.D. More Investments sold out of iShares Gold Trust (IAU) in Q1 2026, closing a stake of 28,000 shares — an estimated $2.27M sold.

Y.D. More Investments first reported a position in IAU in Q2 2024 and held it in 7 quarters. The position peaked at $2.27M in Q4 2025. 1,970 funds tracked by Wall St. Rank hold IAU as of Q1 2026.

Y.D. More Investments reported no remaining iShares Gold Trust position as of Q1 2026 after selling out during the quarter.
Y.D. More Investments sold 28,000 iShares Gold Trust shares in Q1 2026, an estimated $2.27M.
Y.D. More Investments first reported a position in iShares Gold Trust in Q2 2024 and held it in 7 quarters.
Y.D. More Investments's iShares Gold Trust position peaked at $2.27M in Q4 2025.
1,970 funds tracked by Wall St. Rank held iShares Gold Trust as of Q1 2026.

Based on Y.D. More Investments's 13F filing for Q1 2026, filed 4 May 2026.