Ameritas Investment Partners’s iShares Gold Trust IAU Stock Holding History

Ameritas Investment Partners’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	–	Sell	-56	Closed	-$4.08K	–	3147
2025 Q3	$4.08K	Hold	56	–	–	﹤0.01%	3075
2025 Q2	$3.49K	Hold	56	–	–	﹤0.01%	3132
2025 Q1	$3.3K	Buy	+56	New	+$3.03K	﹤0.01%	3035
2023 Q3	–	Sell	-150	Closed	-$5.46K	–	3113
2023 Q2	$5.46K	Buy	+150	New	+$5.62K	﹤0.01%	3011
2022 Q1	–	Sell	-54	Closed	-$1K	–	3086
2021 Q4	$1K	Sell	54 -186	-78%	-$6.36K	﹤0.01%	3101
2021 Q3	$8K	Buy	240 +186	+344%	+$6.34K	﹤0.01%	2991
2021 Q2	$1K	Buy	+54	New	+$1.87K	﹤0.01%	3037
2020 Q4	–	Sell	-854	Closed	-$30K	–	3091
2020 Q3	$30K	Hold	854	–	–	﹤0.01%	2165
2020 Q2	$29K	Hold	854	–	–	﹤0.01%	2152
2020 Q1	$25K	Buy	+854	New	+$25.8K	﹤0.01%	2054

Other funds holding IAU

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

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

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

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

LPL Financial San Diego, California $377B AUM 19.32% 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

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

Ameritas Investment Partners's IAU Position: Q4 2025 in Review

Ameritas Investment Partners sold out of iShares Gold Trust (IAU) in Q4 2025, closing a stake of 56 shares — an estimated $4.08K sold.

Ameritas Investment Partners first reported a position in IAU in Q1 2020 and held it in 10 quarters. The position peaked at $30K in Q3 2020. 1,921 funds tracked by Wall St. Rank hold IAU as of Q4 2025.

Ameritas Investment Partners reported no remaining iShares Gold Trust position as of Q4 2025 after selling out during the quarter.
Ameritas Investment Partners sold 56 iShares Gold Trust shares in Q4 2025, an estimated $4.08K.
Ameritas Investment Partners first reported a position in iShares Gold Trust in Q1 2020 and held it in 10 quarters.
Ameritas Investment Partners's iShares Gold Trust position peaked at $30K in Q3 2020.
1,921 funds tracked by Wall St. Rank held iShares Gold Trust as of Q4 2025.

Based on Ameritas Investment Partners's 13F filing for Q4 2025, filed 11 Feb 2026.