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AlphaStar Capital Management’s iShares Gold Trust IAU Stock Holding History

AlphaStar Capital 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 		– Sell
-34,071
Closed -$2.12M – 266
2025
Q2 		$2.12M Buy
+34,071
New +$2.11M 0.15% 108
2024
Q4 		– Sell
-30,825
Closed -$1.53M – 278
2024
Q3 		$1.53M Buy
30,825
+777
+3% +$36.4K 0.12% 122
2024
Q2 		$1.32M Buy
30,048
+1,216
+4% +$53.7K 0.12% 117
2024
Q1 		$1.21M Buy
28,832
+550
+2% +$21.6K 0.12% 108
2023
Q4 		$1.1M Buy
28,282
+27
+0.1% +$1.01K 0.1% 104
2023
Q3 		$989K Sell
28,255
-1,526
-5% -$55.7K 0.12% 104
2023
Q2 		$1.08M Buy
29,781
+1,065
+4% +$39.9K 0.12% 113
2023
Q1 		$1.07M Sell
28,716
-60,640
-68% -$2.18M 0.09% 133
2022
Q4 		$3.09M Sell
89,356
-3,876
-4% -$127K 0.32% 56
2022
Q3 		$2.94M Buy
93,232
+19,198
+26% +$629K 0.32% 58
2022
Q2 		$2.54M Buy
74,034
+1,340
+2% +$47.7K 0.23% 86
2022
Q1 		$2.68M Buy
72,694
+5,837
+9% +$209K 0.22% 87
2021
Q4 		$2.31M Buy
66,857
+13,042
+24% +$446K 0.18% 105
2021
Q3 		$1.83M Buy
53,815
+45,735
+566% +$1.56M 0.12% 135
2021
Q2 		$272K Buy
8,080
+2,227
+38% +$77K 0.03% 231
2021
Q1 		$190K Sell
5,853
-2,593
-31% -$88.6K 0.03% 217
2020
Q4 		$294K Sell
8,446
-164,171
-95% -$5.88M 0.05% 179
2020
Q3 		$6.26M Sell
172,617
-63,768
-27% -$2.33M 1.25% 17
2020
Q2 		$8.19M Buy
236,385
+117,638
+99% +$3.85M 1.75% 8
2020
Q1 		$3.83M Buy
+118,747
New +$3.59M 0.9% 15
2019
Q2 		– Sell
-35,630
Closed -$882K – 228
2019
Q1 		$882K Sell
35,630
-3,219
-8% -$80.4K 0.25% 71
2018
Q4 		$955K Sell
38,849
-1,564
-4% -$36.8K 0.31% 73
2018
Q3 		$924K Sell
40,413
-7,982
-16% -$185K 0.27% 78
2018
Q2 		$1.16M Sell
48,395
-20,151
-29% -$505K 0.37% 67
2018
Q1 		$1.75M Sell
68,546
-101,320
-60% -$2.59M 0.66% 55
2017
Q4 		$4.25M Buy
+169,866
New +$4.17M 1.1% 27

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 $12.8B AUM 19.73% 1-Year Est. Return

AlphaStar Capital Management's IAU Position: Q3 2025 in Review

AlphaStar Capital Management sold out of iShares Gold Trust (IAU) in Q3 2025, closing a stake of 34,071 shares — an estimated $2.12M sold.

AlphaStar Capital Management first reported a position in IAU in Q4 2017 and held it in 26 quarters. The position peaked at $8.19M in Q2 2020. 1,704 funds tracked by Wall St. Rank hold IAU as of Q3 2025.

  • AlphaStar Capital Management reported no remaining iShares Gold Trust position as of Q3 2025 after selling out during the quarter.
  • AlphaStar Capital Management sold 34,071 iShares Gold Trust shares in Q3 2025, an estimated $2.12M.
  • AlphaStar Capital Management first reported a position in iShares Gold Trust in Q4 2017 and held it in 26 quarters.
  • AlphaStar Capital Management's iShares Gold Trust position peaked at $8.19M in Q2 2020.
  • 1,704 funds tracked by Wall St. Rank held iShares Gold Trust as of Q3 2025.

Based on AlphaStar Capital Management's 13F filing for Q3 2025, filed 13 Nov 2025.