Alpha Cubed Investments’s iShares Gold Trust IAU Stock Holding History

Alpha Cubed Investments’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	$409K	Hold	5,035	–	–	0.01%	201
2025 Q3	$366K	Sell	5,035 -4,058	-45%	-$265K	0.01%	209
2025 Q2	$567K	Buy	9,093 +4,768	+110%	+$295K	0.02%	170
2025 Q1	$255K	Buy	4,325 +168	+4%	+$9.09K	0.01%	240
2024 Q4	$206K	Hold	4,157	–	–	0.01%	246
2024 Q3	$207K	Sell	4,157 -1,446	-26%	-$67.7K	0.01%	248
2024 Q2	$246K	Buy	+5,603	New	+$248K	0.01%	236
2022 Q3	–	Sell	-10,596	Closed	-$364K	–	292
2022 Q2	$364K	Buy	+10,596	New	+$377K	0.03%	199
2021 Q3	–	Sell	-81,248	Closed	-$2.74M	–	277
2021 Q2	$2.74M	Buy	+81,248	New	+$2.81M	0.2%	78
2014 Q1	–	Sell	-33,622	Closed	-$785K	–	184
2013 Q4	$785K	Buy	+33,622	New	+$830K	0.28%	115

Other funds holding IAU

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Alpha Cubed Investments's IAU Position: Q4 2025 in Review

Alpha Cubed Investments held its iShares Gold Trust (IAU) position steady in Q4 2025 at 5,035 shares worth $409K. The position accounts for 0.01% of the portfolio, ranked #201.

Alpha Cubed Investments first reported a position in IAU in Q4 2013 and has held it in 10 quarters since. The position peaked at $2.74M in Q2 2021. 1,931 funds tracked by Wall St. Rank hold IAU as of Q4 2025.

Alpha Cubed Investments held 5,035 shares of iShares Gold Trust worth $409K as of Q4 2025.
Alpha Cubed Investments left its iShares Gold Trust share count unchanged in Q4 2025.
iShares Gold Trust made up 0.01% of Alpha Cubed Investments's portfolio in Q4 2025, its #201 holding.
Alpha Cubed Investments first reported a position in iShares Gold Trust in Q4 2013 and has held it in 10 quarters since.
Alpha Cubed Investments's iShares Gold Trust position peaked at $2.74M in Q2 2021.
1,931 funds tracked by Wall St. Rank held iShares Gold Trust as of Q4 2025.

Based on Alpha Cubed Investments's 13F filing for Q4 2025, filed 3 Feb 2026.