Avantax Advisory Services’s iShares Gold Trust IAU Stock Holding History
Bought
Maintained
Sold
Other funds holding IAU
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.