SEC 13F Intelligence

Wealthnavi Inc. / IAU

Wealthnavi Inc.’s Ishares Gold Tr Position

Does Wealthnavi Inc. own Ishares Gold Tr (IAU)? Yes6.92M shares worth $610M (+5.29% of its 13F portfolio) as of Q1 2026, down from 7.09M shares the prior filed quarter.

Position Value
$610M
Q1 2026
Shares
6.92M
% of Portfolio
+5.29%
Quarters Held
14
currently held

Position History IAU

Reported value by quarter
Q4 ’22: $12MQ4 ’22Q1 ’23: $33MQ2 ’23: $84MQ2 ’23Q3 ’23: $137MQ4 ’23: $172MQ4 ’23Q1 ’24: $221MQ2 ’24: $244MQ2 ’24Q3 ’24: $287MQ4 ’24: $293MQ4 ’24Q1 ’25: $357MQ2 ’25: $410MQ2 ’25Q3 ’25: $519MQ4 ’25: $575MQ4 ’25Q1 ’26: $610Mfilingsflow.com
QuarterSharesValue% of Portfolio
Q1 20266.92M$610M+5.29%
Q4 20257.09M$575M+5.09%
Q3 20257.13M$519M+4.81%
Q2 20256.57M$410M+4.13%
Q1 20256.05M$357M+3.97%
Q4 20245.92M$293M+3.41%
Q3 20245.78M$287M+3.29%
Q2 20245.55M$244M+3.09%
Q1 20245.25M$221M+2.94%
Q4 20234.41M$172M+2.50%
Q3 20233.91M$137M+2.22%
Q2 20232.32M$84M+1.37%
Q1 2023878.8K$33M+0.56%
Q4 2022339.7K$12M+0.22%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Wealthnavi Inc.’s full portfolio or all institutional holders of IAU.