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Avantax Advisory Services’s iShares Gold Trust IAU Stock Holding History

Avantax Advisory Services’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
Q2 		$21.3M Buy
341,605
+24,889
+8% +$1.54M 0.12% 138
2025
Q1 		$18.7M Buy
316,716
+162,279
+105% +$8.78M 0.11% 138
2024
Q4 		$7.65M Buy
154,437
+92,325
+149% +$4.64M 0.05% 289
2024
Q3 		$3.09M Buy
62,112
+1,016
+2% +$47.6K 0.02% 535
2024
Q2 		$2.68M Buy
61,096
+26,302
+76% +$1.16M 0.02% 561
2024
Q1 		$1.46M Sell
34,794
-1,602
-4% -$62.8K 0.01% 634
2023
Q4 		$1.42M Sell
36,396
-6,218
-15% -$233K 0.01% 605
2023
Q3 		$1.49M Sell
42,614
-25,902
-38% -$945K 0.02% 557
2023
Q2 		$2.49M Buy
68,516
+22,079
+48% +$828K 0.03% 393
2023
Q1 		$1.74M Buy
46,437
+381
+0.8% +$13.7K 0.02% 482
2022
Q4 		$1.59M Sell
46,056
-52,552
-53% -$1.73M 0.02% 486
2022
Q3 		$3.11M Buy
98,608
+7,388
+8% +$242K 0.05% 284
2022
Q2 		$3.13M Sell
91,220
-975
-1% -$34.7K 0.05% 285
2022
Q1 		$3.4M Sell
92,195
-892
-1% -$31.9K 0.05% 277
2021
Q4 		$3.24M Sell
93,087
-9,417
-9% -$322K 0.05% 274
2021
Q3 		$3.43M Buy
102,504
+2,848
+3% +$97K 0.06% 247
2021
Q2 		$3.35M Buy
99,656
+4,045
+4% +$140K 0.06% 236
2021
Q1 		$3.1M Buy
95,611
+380
+0.4% +$13K 0.07% 218
2020
Q4 		$3.46M Sell
95,231
-5,669
-6% -$203K 0.08% 174
2020
Q3 		$3.63M Buy
100,900
+60,814
+152% +$2.22M 0.06% 250
2020
Q2 		$1.36M Buy
40,086
+5,575
+16% +$183K 0.04% 291
2020
Q1 		$1.04M Buy
34,511
+12,808
+59% +$387K 0.03% 295
2019
Q4 		$627K Buy
21,703
+8,460
+64% +$240K 0.01% 417
2019
Q3 		$372K Buy
13,243
+6,189
+88% +$175K 0.02% 378
2019
Q2 		$190K Buy
7,054
+515
+8% +$12.9K 0.01% 491
2019
Q1 		$162K Sell
6,539
-332
-5% -$8.29K 0.01% 471
2018
Q4 		$168K Buy
+6,871
New +$162K 0.03% 387

Other funds holding IAU

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $154B AUM 29.96% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 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
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Avantax Advisory Services's IAU Position: Q2 2025 in Review

Avantax Advisory Services increased its iShares Gold Trust (IAU) stake by 7.9% in Q2 2025, buying an estimated $1.54M and bringing the position to 341,605 shares worth $21.3M. The position accounts for 0.12% of the portfolio, ranked #138.

Avantax Advisory Services first reported a position in IAU in Q4 2018 and has held it in 27 quarters since. 1,589 funds tracked by Wall St. Rank hold IAU as of Q2 2025.

  • Avantax Advisory Services held 341,605 shares of iShares Gold Trust worth $21.3M as of Q2 2025.
  • Avantax Advisory Services bought 24,889 iShares Gold Trust shares in Q2 2025, an estimated $1.54M.
  • iShares Gold Trust made up 0.12% of Avantax Advisory Services's portfolio in Q2 2025, its #138 holding.
  • Avantax Advisory Services first reported a position in iShares Gold Trust in Q4 2018 and has held it in 27 quarters since.
  • 1,589 funds tracked by Wall St. Rank held iShares Gold Trust as of Q2 2025.

Based on Avantax Advisory Services's 13F filing for Q2 2025, filed 8 Aug 2025.