25 LLC’s iShares Gold Trust IAU Stock Holding History

25 LLC’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	-3,362	Closed	-$245K	–	75
2025 Q3	$245K	Buy	+3,362	New	+$219K	0.08%	60

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

25 LLC's IAU Position: Q4 2025 in Review

25 LLC sold out of iShares Gold Trust (IAU) in Q4 2025, closing a stake of 3,362 shares — an estimated $245K sold.

25 LLC first reported a position in IAU in Q3 2025 and held it in 1 quarter. The position peaked at $245K in Q3 2025. 1,922 funds tracked by Wall St. Rank hold IAU as of Q4 2025.

25 LLC reported no remaining iShares Gold Trust position as of Q4 2025 after selling out during the quarter.
25 LLC sold 3,362 iShares Gold Trust shares in Q4 2025, an estimated $245K.
25 LLC first reported a position in iShares Gold Trust in Q3 2025 and held it in 1 quarter.
25 LLC's iShares Gold Trust position peaked at $245K in Q3 2025.
1,922 funds tracked by Wall St. Rank held iShares Gold Trust as of Q4 2025.

Based on 25 LLC's 13F filing for Q4 2025, filed 15 Jan 2026.