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Accredited Wealth Management’s iShares Gold Trust IAU Stock Holding History

Accredited 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 		$1.32M Sell
615
-16,920
-96% -$1.1M 0.98% 21
2025
Q2 		$1.09M Sell
17,535
-7,306
-29% -$453K 0.89% 24
2025
Q1 		$1.46M Sell
24,841
-610
-2% -$33K 1.24% 18
2024
Q4 		$1.26M Buy
+25,451
New +$1.28M 1.1% 22

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 $374B AUM 17.66% 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 $154B AUM 29.96% 1-Year Est. Return
WI
WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $11.5B AUM 18.72% 1-Year Est. Return

Accredited Wealth Management's IAU Position: Q3 2025 in Review

Accredited Wealth Management reduced its iShares Gold Trust (IAU) stake by 96% in Q3 2025, selling an estimated $1.1M and leaving 615 shares worth $1.32M. The position accounts for 0.98% of the portfolio, ranked #21.

Accredited Wealth Management first reported a position in IAU in Q4 2024 and has held it in 4 quarters since. The position peaked at $1.46M in Q1 2025. 1,704 funds tracked by Wall St. Rank hold IAU as of Q3 2025.

  • Accredited Wealth Management held 615 shares of iShares Gold Trust worth $1.32M as of Q3 2025.
  • Accredited Wealth Management sold 16,920 iShares Gold Trust shares in Q3 2025, an estimated $1.1M.
  • iShares Gold Trust made up 0.98% of Accredited Wealth Management's portfolio in Q3 2025, its #21 holding.
  • Accredited Wealth Management first reported a position in iShares Gold Trust in Q4 2024 and has held it in 4 quarters since.
  • Accredited Wealth Management's iShares Gold Trust position peaked at $1.46M in Q1 2025.
  • 1,704 funds tracked by Wall St. Rank held iShares Gold Trust as of Q3 2025.

Based on Accredited Wealth Management's 13F filing for Q3 2025, filed 12 Nov 2025.