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B&D White Capital Company’s iShares Gold Trust IAU Stock Holding History

B&D White Capital Company’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
-163,249
Closed -$10.2M – 88
2025
Q2 		$10.2M Buy
+163,249
New +$10.1M 1.55% 16

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 $12.8B AUM 19.73% 1-Year Est. Return

B&D White Capital Company's IAU Position: Q3 2025 in Review

B&D White Capital Company sold out of iShares Gold Trust (IAU) in Q3 2025, closing a stake of 163,249 shares — an estimated $10.2M sold.

B&D White Capital Company first reported a position in IAU in Q2 2025 and held it in 1 quarter. The position peaked at $10.2M in Q2 2025. 1,705 funds tracked by Wall St. Rank hold IAU as of Q3 2025.

  • B&D White Capital Company reported no remaining iShares Gold Trust position as of Q3 2025 after selling out during the quarter.
  • B&D White Capital Company sold 163,249 iShares Gold Trust shares in Q3 2025, an estimated $10.2M.
  • B&D White Capital Company first reported a position in iShares Gold Trust in Q2 2025 and held it in 1 quarter.
  • B&D White Capital Company's iShares Gold Trust position peaked at $10.2M in Q2 2025.
  • 1,705 funds tracked by Wall St. Rank held iShares Gold Trust as of Q3 2025.

Based on B&D White Capital Company's 13F filing for Q3 2025, filed 23 Oct 2025.