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

Activest 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 Q1	–	Sell	-300	Closed	-$16.2K	–	1114
2024 Q4	$14.9K	Buy	+300	New	+$15.1K	﹤0.01%	279
2023 Q4	–	Sell	-3	Closed	-$105	–	354
2023 Q3	$105	Hold	3	–	–	﹤0.01%	335
2023 Q2	$108	Hold	3	–	–	﹤0.01%	286
2023 Q1	$113	Buy	+3	New	+$108	﹤0.01%	310
2022 Q3	–	Sell	-33	Closed	-$1K	–	514
2022 Q2	$1K	Buy	33 +30	+1,000%	+$1.07K	﹤0.01%	357
2022 Q1	$0	Hold	3	–	–	﹤0.01%	352
2021 Q4	$0	Sell	3 -206	-99%	-$7.04K	﹤0.01%	356
2021 Q3	$7K	Buy	209 +206	+6,867%	+$7.02K	﹤0.01%	256
2021 Q2	$1K	Buy	+3	New	+$104	﹤0.01%	312

Other funds holding IAU

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

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

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

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $154B AUM 29.96% 1-Year Est. Return

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

Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return

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

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

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

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Activest Wealth Management's IAU Position: Q1 2025 in Review

Activest Wealth Management sold out of iShares Gold Trust (IAU) in Q1 2025, closing a stake of 300 shares — an estimated $16.2K sold.

Activest Wealth Management first reported a position in IAU in Q2 2021 and held it in 9 quarters. The position peaked at $14.9K in Q4 2024. 1,544 funds tracked by Wall St. Rank hold IAU as of Q1 2025.

Activest Wealth Management reported no remaining iShares Gold Trust position as of Q1 2025 after selling out during the quarter.
Activest Wealth Management sold 300 iShares Gold Trust shares in Q1 2025, an estimated $16.2K.
Activest Wealth Management first reported a position in iShares Gold Trust in Q2 2021 and held it in 9 quarters.
Activest Wealth Management's iShares Gold Trust position peaked at $14.9K in Q4 2024.
1,544 funds tracked by Wall St. Rank held iShares Gold Trust as of Q1 2025.

Based on Activest Wealth Management's 13F filing for Q1 2025, filed 15 May 2025.