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Blue Investment Partners’s iShares Gold Trust IAU Stock Holding History

Blue Investment Partners’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
Q2 		$5.37M Buy
86,111
+2,419
+3% +$150K 1.88% 18
2025
Q1 		$4.93M Buy
83,692
+1,989
+2% +$108K 1.86% 20
2024
Q4 		$4.05M Buy
81,703
+2,754
+3% +$138K 1.48% 21
2024
Q3 		$3.92M Buy
78,949
+476
+0.6% +$22.3K 1.62% 21
2024
Q2 		$3.45M Buy
78,473
+451
+0.6% +$19.9K 1.56% 22
2024
Q1 		$3.28M Buy
78,022
+588
+0.8% +$23.1K 1.71% 21
2023
Q4 		$3.02M Buy
77,434
+2,582
+3% +$96.6K 1.97% 15
2023
Q3 		$2.62M Buy
74,852
+3,038
+4% +$111K 2.08% 15
2023
Q2 		$2.61M Buy
71,814
+13,135
+22% +$492K 1.99% 13
2023
Q1 		$2.19M Buy
58,679
+11,159
+23% +$400K 2.21% 13
2022
Q4 		$1.64M Buy
+47,520
New +$1.56M 2.04% 14

Other funds holding IAU

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $154B AUM 29.96% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Blue Investment Partners's IAU Position: Q2 2025 in Review

Blue Investment Partners increased its iShares Gold Trust (IAU) stake by 2.9% in Q2 2025, buying an estimated $150K and bringing the position to 86,111 shares worth $5.37M. The position accounts for 1.88% of the portfolio, ranked #18.

Blue Investment Partners first reported a position in IAU in Q4 2022 and has held it in 11 quarters since. 1,588 funds tracked by Wall St. Rank hold IAU as of Q2 2025.

  • Blue Investment Partners held 86,111 shares of iShares Gold Trust worth $5.37M as of Q2 2025.
  • Blue Investment Partners bought 2,419 iShares Gold Trust shares in Q2 2025, an estimated $150K.
  • iShares Gold Trust made up 1.88% of Blue Investment Partners's portfolio in Q2 2025, its #18 holding.
  • Blue Investment Partners first reported a position in iShares Gold Trust in Q4 2022 and has held it in 11 quarters since.
  • 1,588 funds tracked by Wall St. Rank held iShares Gold Trust as of Q2 2025.

Based on Blue Investment Partners's 13F filing for Q2 2025, filed 6 Aug 2025.