1832 Asset Management’s iShares Gold Trust IAU Stock Holding History

1832 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
2025 Q4	–	Sell	-1,043,630	Closed	-$75.9M	–	730
2025 Q3	$75.9M	Sell	1,043,630 -45,735	-4%	-$2.98M	0.06%	162
2025 Q2	$67.9M	Buy	1,089,365 +430,433	+65%	+$26.7M	0.05%	171
2025 Q1	$38.9M	Sell	658,932 -104,600	-14%	-$5.66M	0.04%	222
2024 Q4	$37.8M	Sell	763,532 -39,258	-5%	-$1.97M	0.03%	214
2024 Q3	$39.9M	Buy	802,790 +169,960	+27%	+$7.96M	0.03%	233
2024 Q2	$27.8M	Sell	632,830 -81,788	-11%	-$3.61M	0.02%	243
2024 Q1	$30M	Buy	+714,618	New	+$28M	0.02%	222
2023 Q4	–	Sell	-812,057	Closed	-$28.4M	–	870
2023 Q3	$28.4M	Buy	812,057 +14,180	+2%	+$517K	0.04%	218
2023 Q2	$29M	Buy	797,877 +24,292	+3%	+$911K	0.03%	228
2023 Q1	$28.9M	Buy	773,585 +766,510	+10,834%	+$27.5M	0.04%	233
2022 Q4	$245K	Sell	7,075 -774,924	-99%	-$25.4M	﹤0.01%	689
2022 Q3	$24.7M	Sell	781,999 -23,442	-3%	-$768K	0.05%	259
2022 Q2	$27.6M	Sell	805,441 -15,441	-2%	-$549K	0.05%	240
2022 Q1	$29.8M	Buy	820,882 +813,807	+11,503%	+$29.1M	0.04%	265
2021 Q4	$245K	Hold	7,075	–	–	﹤0.01%	518
2021 Q3	$237K	Hold	7,075	–	–	﹤0.01%	660
2021 Q2	$238K	Buy	+7,075	New	+$245K	﹤0.01%	568
2020 Q1	–	Sell	-209	Closed	-$6K	–	714
2019 Q4	$6K	Buy	+209	New	+$5.93K	﹤0.01%	630
2016 Q1	–	Sell	-32	Closed	-$1K	–	659
2015 Q4	$1K	Sell	32 -543	-94%	-$11.6K	﹤0.01%	638
2015 Q3	$12K	Hold	575	–	–	﹤0.01%	556
2015 Q2	$13K	Buy	+575	New	+$13.3K	﹤0.01%	580
2015 Q1	–	Sell	-7,875	Closed	-$180K	–	644
2014 Q4	$180K	Sell	7,875 -23,763	-75%	-$552K	﹤0.01%	474
2014 Q3	$740K	Buy	31,638 +31,500	+22,826%	+$782K	﹤0.01%	446
2014 Q2	$4K	Hold	138	–	–	﹤0.01%	584
2014 Q1	$3K	Buy	+138	New	+$3.46K	﹤0.01%	583

Other funds holding IAU

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

1832 Asset Management's IAU Position: Q4 2025 in Review

1832 Asset Management sold out of iShares Gold Trust (IAU) in Q4 2025, closing a stake of 1,043,630 shares — an estimated $75.9M sold.

1832 Asset Management first reported a position in IAU in Q1 2014 and held it in 25 quarters. The position peaked at $75.9M in Q3 2025. 1,921 funds tracked by Wall St. Rank hold IAU as of Q4 2025.

1832 Asset Management reported no remaining iShares Gold Trust position as of Q4 2025 after selling out during the quarter.
1832 Asset Management sold 1,043,630 iShares Gold Trust shares in Q4 2025, an estimated $75.9M.
1832 Asset Management first reported a position in iShares Gold Trust in Q1 2014 and held it in 25 quarters.
1832 Asset Management's iShares Gold Trust position peaked at $75.9M in Q3 2025.
1,921 funds tracked by Wall St. Rank held iShares Gold Trust as of Q4 2025.

Based on 1832 Asset Management's 13F filing for Q4 2025, filed 13 Feb 2026.