Beaumont Financial Advisors’s iShares Gold Trust IAU Stock Holding History

Beaumont Financial Advisors’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	-3,375	Closed	-$246K	–	390
2025 Q3	$246K	Hold	3,375	–	–	0.02%	356
2025 Q2	$210K	Sell	3,375 -152	-4%	-$9.42K	0.02%	360
2025 Q1	$208K	Buy	+3,527	New	+$191K	0.02%	354
2021 Q1	–	Sell	-8,752	Closed	-$317K	–	348
2020 Q4	$317K	Sell	8,752 -206,293	-96%	-$7.38M	0.03%	255
2020 Q3	$7.74M	Buy	215,045 +56,854	+36%	+$2.08M	0.74%	43
2020 Q2	$5.38M	Buy	158,191 +39,126	+33%	+$1.28M	0.56%	56
2020 Q1	$3.59M	Buy	+119,065	New	+$3.6M	0.45%	50
2019 Q4	–	Sell	-94,538	Closed	-$2.67M	–	291
2019 Q3	$2.67M	Buy	+94,538	New	+$2.67M	0.27%	81
2014 Q4	–	Sell	-547,017	Closed	-$12.8M	–	160
2014 Q3	$12.8M	Buy	547,017 +52,724	+11%	+$1.31M	0.84%	47
2014 Q2	$12.7M	Sell	494,293 -562,780	-53%	-$14.1M	0.9%	47
2014 Q1	$26.3M	Buy	1,057,073 +234,945	+29%	+$5.89M	2.16%	12
2013 Q4	$19.2M	Sell	822,128 -182,904	-18%	-$4.52M	1.58%	23
2013 Q3	$25.9M	Sell	1,005,032 -36,890	-4%	-$952K	2.3%	12
2013 Q2	$25M	Buy	+1,041,922	New	+$28.7M	2.31%	7

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

Beaumont Financial Advisors's IAU Position: Q4 2025 in Review

Beaumont Financial Advisors sold out of iShares Gold Trust (IAU) in Q4 2025, closing a stake of 3,375 shares — an estimated $246K sold.

Beaumont Financial Advisors first reported a position in IAU in Q2 2013 and held it in 14 quarters. The position peaked at $26.3M in Q1 2014. 1,928 funds tracked by Wall St. Rank hold IAU as of Q4 2025.

Beaumont Financial Advisors reported no remaining iShares Gold Trust position as of Q4 2025 after selling out during the quarter.
Beaumont Financial Advisors sold 3,375 iShares Gold Trust shares in Q4 2025, an estimated $246K.
Beaumont Financial Advisors first reported a position in iShares Gold Trust in Q2 2013 and held it in 14 quarters.
Beaumont Financial Advisors's iShares Gold Trust position peaked at $26.3M in Q1 2014.
1,928 funds tracked by Wall St. Rank held iShares Gold Trust as of Q4 2025.

Based on Beaumont Financial Advisors's 13F filing for Q4 2025, filed 16 Jan 2026.