Addis & Hill’s iShares Gold Trust IAU Stock Holding History

Addis & Hill’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 Q2	–	Sell	-3,409	Closed	-$201K	–	28
2025 Q1	$201K	Buy	+3,409	New	+$184K	0.14%	27

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

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

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

Addis & Hill's IAU Position: Q2 2025 in Review

Addis & Hill sold out of iShares Gold Trust (IAU) in Q2 2025, closing a stake of 3,409 shares — an estimated $201K sold.

Addis & Hill first reported a position in IAU in Q1 2025 and held it in 1 quarter. The position peaked at $201K in Q1 2025. 1,588 funds tracked by Wall St. Rank hold IAU as of Q2 2025.

Addis & Hill reported no remaining iShares Gold Trust position as of Q2 2025 after selling out during the quarter.
Addis & Hill sold 3,409 iShares Gold Trust shares in Q2 2025, an estimated $201K.
Addis & Hill first reported a position in iShares Gold Trust in Q1 2025 and held it in 1 quarter.
Addis & Hill's iShares Gold Trust position peaked at $201K in Q1 2025.
1,588 funds tracked by Wall St. Rank held iShares Gold Trust as of Q2 2025.

Based on Addis & Hill's 13F filing for Q2 2025, filed 11 Jul 2025.