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Austin Private Wealth’s iShares Gold Trust IAU Stock Holding History

Austin Private Wealth’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 		$655K Sell
8,065
-696
-8% -$54.4K 0.05% 147
2025
Q3 		$638K Sell
8,761
-1,198
-12% -$78.2K 0.05% 153
2025
Q2 		$621K Sell
9,959
-6,374
-39% -$395K 0.05% 158
2025
Q1 		$963K Sell
16,333
-8,819
-35% -$477K 0.09% 102
2024
Q4 		$1.25M Sell
25,152
-3,438
-12% -$173K 0.12% 75
2024
Q3 		$1.42M Buy
28,590
+511
+2% +$23.9K 0.14% 56
2024
Q2 		$1.23M Sell
28,079
-2,053
-7% -$90.7K 0.13% 66
2024
Q1 		$1.31M Sell
30,132
-4,585
-13% -$180K 0.15% 63
2023
Q4 		$1.35M Sell
34,717
-2,103
-6% -$78.7K 0.17% 54
2023
Q3 		$1.29M Sell
36,820
-990
-3% -$36.1K 0.19% 49
2023
Q2 		$1.38M Sell
37,810
-3,588
-9% -$135K 0.2% 45
2023
Q1 		$1.55M Sell
41,398
-598
-1% -$21.5K 0.25% 39
2022
Q4 		$1.45M Sell
41,996
-4,010
-9% -$132K 0.25% 43
2022
Q3 		$1.45M Sell
46,006
-5,052
-10% -$166K 0.3% 39
2022
Q2 		$1.75M Sell
51,058
-9,081
-15% -$323K 0.39% 36
2022
Q1 		$2.21M Sell
60,139
-144
-0.2% -$5.14K 0.44% 31
2021
Q4 		$2.1M Sell
60,283
-310
-0.5% -$10.6K 0.42% 35
2021
Q3 		$2.02M Buy
60,593
+5,001
+9% +$170K 0.43% 34
2021
Q2 		$1.87M Sell
55,592
-3,237
-6% -$112K 0.43% 32
2021
Q1 		$1.91M Buy
58,829
+3,036
+5% +$104K 0.5% 28
2020
Q4 		$2.02M Sell
55,793
-2,539
-4% -$90.9K 0.59% 26
2020
Q3 		$2.1M Buy
+58,332
New +$2.13M 0.78% 23

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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return

Austin Private Wealth's IAU Position: Q4 2025 in Review

Austin Private Wealth reduced its iShares Gold Trust (IAU) stake by 7.9% in Q4 2025, selling an estimated $54.4K and leaving 8,065 shares worth $655K. The position accounts for 0.05% of the portfolio, ranked #147.

Austin Private Wealth first reported a position in IAU in Q3 2020 and has held it in 22 quarters since. The position peaked at $2.21M in Q1 2022. 1,921 funds tracked by Wall St. Rank hold IAU as of Q4 2025.

  • Austin Private Wealth held 8,065 shares of iShares Gold Trust worth $655K as of Q4 2025.
  • Austin Private Wealth sold 696 iShares Gold Trust shares in Q4 2025, an estimated $54.4K.
  • iShares Gold Trust made up 0.05% of Austin Private Wealth's portfolio in Q4 2025, its #147 holding.
  • Austin Private Wealth first reported a position in iShares Gold Trust in Q3 2020 and has held it in 22 quarters since.
  • Austin Private Wealth's iShares Gold Trust position peaked at $2.21M in Q1 2022.
  • 1,921 funds tracked by Wall St. Rank held iShares Gold Trust as of Q4 2025.

Based on Austin Private Wealth's 13F filing for Q4 2025, filed 20 Jan 2026.