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BOLTON SECURITIES CORPORATION’s iShares Gold Trust IAU Stock Holding History

BOLTON SECURITIES CORPORATION’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 		$454K Buy
+5,150
New +$472K 0.02% 569
2025
Q3 		$282K Buy
+3,870
New +$252K 0.01% 657
2025
Q1 		$106K Buy
+1,802
New +$97.5K 0.01% 853

Other funds holding IAU

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return

BOLTON SECURITIES CORPORATION's IAU Position: Q1 2026 in Review

BOLTON SECURITIES CORPORATION opened a new position in iShares Gold Trust (IAU) in Q1 2026: 5,150 shares worth $454K. The stake represents 0.02% of the portfolio and ranks #569 among its holdings. This is a return to the name: BOLTON SECURITIES CORPORATION previously reported a position in IAU as recently as Q3 2025.

BOLTON SECURITIES CORPORATION first reported a position in IAU in Q1 2025 and has held it in 3 quarters since. 1,986 funds tracked by Wall St. Rank hold IAU as of Q1 2026.

  • BOLTON SECURITIES CORPORATION held 5,150 shares of iShares Gold Trust worth $454K as of Q1 2026.
  • iShares Gold Trust was a new BOLTON SECURITIES CORPORATION position in Q1 2026.
  • iShares Gold Trust made up 0.02% of BOLTON SECURITIES CORPORATION's portfolio in Q1 2026, its #569 holding.
  • BOLTON SECURITIES CORPORATION first reported a position in iShares Gold Trust in Q1 2025 and has held it in 3 quarters since.
  • 1,986 funds tracked by Wall St. Rank held iShares Gold Trust as of Q1 2026.

Based on BOLTON SECURITIES CORPORATION's 13F filing for Q1 2026, filed 12 Nov 2026.