AFWM
IAU icon

Abich Financial Wealth Management’s iShares Gold Trust IAU Stock Holding History

Abich Financial Wealth 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
Q3 		$25.1K Buy
+345
New +$22.5K 0.01% 380
2024
Q3 		– Sell
-55
Closed -$2.42K – 609
2024
Q2 		$2.42K Hold
55
– – ﹤0.01% 452
2024
Q1 		$2.31K Hold
55
– – ﹤0.01% 369
2023
Q4 		$2.15K Buy
+55
New +$2.06K ﹤0.01% 316

Other funds holding IAU

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
WI
WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $12.8B AUM 19.73% 1-Year Est. Return

Abich Financial Wealth Management's IAU Position: Q3 2025 in Review

Abich Financial Wealth Management opened a new position in iShares Gold Trust (IAU) in Q3 2025: 345 shares worth $25.1K. The stake represents 0.01% of the portfolio and ranks #380 among its holdings. This is a return to the name: Abich Financial Wealth Management previously reported a position in IAU as recently as Q2 2024.

Abich Financial Wealth Management first reported a position in IAU in Q4 2023 and has held it in 4 quarters since. 1,705 funds tracked by Wall St. Rank hold IAU as of Q3 2025.

  • Abich Financial Wealth Management held 345 shares of iShares Gold Trust worth $25.1K as of Q3 2025.
  • iShares Gold Trust was a new Abich Financial Wealth Management position in Q3 2025.
  • iShares Gold Trust made up 0.01% of Abich Financial Wealth Management's portfolio in Q3 2025, its #380 holding.
  • Abich Financial Wealth Management first reported a position in iShares Gold Trust in Q4 2023 and has held it in 4 quarters since.
  • 1,705 funds tracked by Wall St. Rank held iShares Gold Trust as of Q3 2025.

Based on Abich Financial Wealth Management's 13F filing for Q3 2025, filed 6 Nov 2025.