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ARK & TLK Investments’s iShares Gold Trust IAU Stock Holding History

ARK & TLK 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
Q3 		– Sell
-4,335
Closed -$270K – 118
2025
Q2 		$270K Hold
4,335
– – 0.09% 103
2025
Q1 		$256K Hold
4,335
– – 0.09% 101
2024
Q4 		$215K Hold
4,335
– – 0.07% 108
2024
Q3 		$215K Buy
+4,335
New +$203K 0.08% 103

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 $11.5B AUM 18.72% 1-Year Est. Return

ARK & TLK Investments's IAU Position: Q3 2025 in Review

ARK & TLK Investments sold out of iShares Gold Trust (IAU) in Q3 2025, closing a stake of 4,335 shares — an estimated $270K sold.

ARK & TLK Investments first reported a position in IAU in Q3 2024 and held it in 4 quarters. The position peaked at $270K in Q2 2025. 1,704 funds tracked by Wall St. Rank hold IAU as of Q3 2025.

  • ARK & TLK Investments reported no remaining iShares Gold Trust position as of Q3 2025 after selling out during the quarter.
  • ARK & TLK Investments sold 4,335 iShares Gold Trust shares in Q3 2025, an estimated $270K.
  • ARK & TLK Investments first reported a position in iShares Gold Trust in Q3 2024 and held it in 4 quarters.
  • ARK & TLK Investments's iShares Gold Trust position peaked at $270K in Q2 2025.
  • 1,704 funds tracked by Wall St. Rank held iShares Gold Trust as of Q3 2025.

Based on ARK & TLK Investments's 13F filing for Q3 2025, filed 31 Oct 2025.