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Bison Wealth’s iShares Gold Trust IAU Stock Holding History

Bison 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
2024
Q4 		$831K Buy
16,778
+7,379
+79% +$371K 0.18% 105
2024
Q3 		$467K Sell
9,399
-3,311
-26% -$155K 0.07% 247
2024
Q2 		$534K Hold
12,710
– – 0.09% 231
2024
Q1 		$534K Sell
12,710
-1,581
-11% -$62K 0.09% 231
2023
Q4 		$558K Sell
14,291
-2,894
-17% -$108K 0.1% 214
2023
Q3 		$601K Sell
17,185
-35,161
-67% -$1.28M 0.12% 186
2023
Q2 		$1.9M Sell
52,346
-1,458
-3% -$54.7K 0.35% 72
2023
Q1 		$2.05M Sell
53,804
-1,742
-3% -$62.5K 0.64% 45
2022
Q4 		$2.02M Sell
55,546
-7,457
-12% -$245K 0.65% 41
2022
Q3 		$1.99M Sell
63,003
-5,142
-8% -$169K 0.78% 31
2022
Q2 		$2.34M Buy
68,145
+21,735
+47% +$773K 1.34% 18
2022
Q1 		$1.71M Buy
46,410
+16,894
+57% +$604K 0.87% 28
2021
Q4 		$1.03M Sell
29,516
-5,308
-15% -$181K 0.6% 42
2021
Q3 		$1.16M Sell
34,824
-5,717
-14% -$195K 0.53% 42
2021
Q2 		$1.37M Sell
40,541
-29,954
-42% -$1.04M 0.6% 39
2021
Q1 		$2.29M Buy
70,495
+1,668
+2% +$57K 0.98% 17
2020
Q4 		$2.5M Buy
68,827
+12,335
+22% +$441K 1.17% 14
2020
Q3 		$2.03M Buy
56,492
+12,877
+30% +$470K 1.19% 17
2020
Q2 		$1.48M Buy
43,615
+19,493
+81% +$639K 0.94% 22
2020
Q1 		$727K Buy
24,122
+6,207
+35% +$188K 0.53% 56
2019
Q4 		$520K Buy
17,915
+7,719
+76% +$219K 0.25% 105
2019
Q3 		$288K Buy
+10,196
New +$288K 0.16% 163

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
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Bison Wealth's IAU Position: Q4 2024 in Review

Bison Wealth increased its iShares Gold Trust (IAU) stake by 79% in Q4 2024, buying an estimated $371K and bringing the position to 16,778 shares worth $831K. The position accounts for 0.18% of the portfolio, ranked #105.

Bison Wealth first reported a position in IAU in Q3 2019 and has held it in 22 quarters since. The position peaked at $2.5M in Q4 2020. 1,410 funds tracked by Wall St. Rank hold IAU as of Q4 2024.

  • Bison Wealth held 16,778 shares of iShares Gold Trust worth $831K as of Q4 2024.
  • Bison Wealth bought 7,379 iShares Gold Trust shares in Q4 2024, an estimated $371K.
  • iShares Gold Trust made up 0.18% of Bison Wealth's portfolio in Q4 2024, its #105 holding.
  • Bison Wealth first reported a position in iShares Gold Trust in Q3 2019 and has held it in 22 quarters since.
  • Bison Wealth's iShares Gold Trust position peaked at $2.5M in Q4 2020.
  • 1,410 funds tracked by Wall St. Rank held iShares Gold Trust as of Q4 2024.

Based on Bison Wealth's 13F filing for Q4 2024, filed 14 Feb 2025.