Aviva’s iShares Gold Trust IAU Stock Holding History

Aviva’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	-43,400	Closed	-$34.7K	–	889
2025 Q3	$34.7K	Buy	+43,400	New	+$2.83M	﹤0.01%	870

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

Aviva's IAU Position: Q4 2025 in Review

Aviva sold out of iShares Gold Trust (IAU) in Q4 2025, closing a stake of 43,400 shares — an estimated $3.16M sold.

Aviva first reported a position in IAU in Q3 2025 and held it in 1 quarter. The position peaked at $3.16M in Q3 2025. 1,921 funds tracked by Wall St. Rank hold IAU as of Q4 2025.

Aviva reported no remaining iShares Gold Trust position as of Q4 2025 after selling out during the quarter.
Aviva sold 43,400 iShares Gold Trust shares in Q4 2025, an estimated $3.16M.
Aviva first reported a position in iShares Gold Trust in Q3 2025 and held it in 1 quarter.
Aviva's iShares Gold Trust position peaked at $3.16M in Q3 2025.
1,921 funds tracked by Wall St. Rank held iShares Gold Trust as of Q4 2025.

Based on Aviva's 13F filing for Q4 2025, filed 12 Feb 2026.