Balance Wealth’s iShares Gold Trust IAU Stock Holding History

Balance 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	–	Sell	-3,610	Closed	-$263K	–	147
2025 Q3	$263K	Buy	+3,610	New	+$236K	0.06%	120

Other funds holding IAU

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Balance Wealth's IAU Position: Q4 2025 in Review

Balance Wealth sold out of iShares Gold Trust (IAU) in Q4 2025, closing a stake of 3,610 shares — an estimated $263K sold.

Balance Wealth first reported a position in IAU in Q3 2025 and held it in 1 quarter. The position peaked at $263K in Q3 2025. 1,928 funds tracked by Wall St. Rank hold IAU as of Q4 2025.

Balance Wealth reported no remaining iShares Gold Trust position as of Q4 2025 after selling out during the quarter.
Balance Wealth sold 3,610 iShares Gold Trust shares in Q4 2025, an estimated $263K.
Balance Wealth first reported a position in iShares Gold Trust in Q3 2025 and held it in 1 quarter.
Balance Wealth's iShares Gold Trust position peaked at $263K in Q3 2025.
1,928 funds tracked by Wall St. Rank held iShares Gold Trust as of Q4 2025.

Based on Balance Wealth's 13F filing for Q4 2025, filed 21 Jan 2026.