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Bristlecone Advisors’s iShares Gold Trust IAU Stock Holding History

Bristlecone 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
Q3 		$1.89M Buy
25,978
+1,381
+6% +$90.1K 0.16% 102
2025
Q2 		$1.53M Sell
24,597
-5,656
-19% -$350K 0.13% 113
2025
Q1 		$1.78M Buy
30,253
+680
+2% +$36.8K 0.15% 119
2024
Q4 		$1.46M Sell
29,573
-16
-0.1% -$804 0.11% 125
2024
Q3 		$1.47M Sell
29,589
-181
-0.6% -$8.47K 0.12% 122
2024
Q2 		$1.31M Buy
29,770
+1,397
+5% +$61.7K 0.11% 128
2024
Q1 		$1.19M Sell
28,373
-4,528
-14% -$178K 0.1% 129
2023
Q4 		$1.28M Sell
32,901
-213
-0.6% -$7.97K 0.13% 121
2023
Q3 		$1.16M Buy
33,114
+380
+1% +$13.9K 0.13% 119
2023
Q2 		$1.19M Sell
32,734
-1,229
-4% -$46.1K 0.12% 124
2023
Q1 		$1.27M Sell
33,963
-1,536
-4% -$55.1K 0.14% 119
2022
Q4 		$1.23M Buy
35,499
+3,865
+12% +$127K 0.15% 114
2022
Q3 		$997K Sell
31,634
-2,508
-7% -$82.2K 0.13% 120
2022
Q2 		$1.17M Sell
34,142
-2,003
-6% -$71.3K 0.14% 111
2022
Q1 		$1.33M Sell
36,145
-588
-2% -$21K 0.16% 108
2021
Q4 		$1.28M Sell
36,733
-2,889
-7% -$98.7K 0.15% 115
2021
Q3 		$1.32M Sell
39,622
-133
-0.3% -$4.53K 0.17% 110
2021
Q2 		$1.34M Buy
39,755
+2,433
+7% +$84.1K 0.18% 109
2021
Q1 		$1.21M Sell
37,322
-174
-0.5% -$5.95K 0.18% 113
2020
Q4 		$1.36M Sell
37,496
-10,378
-22% -$371K 0.22% 100
2020
Q3 		$1.72M Buy
47,874
+31,830
+198% +$1.16M 0.31% 75
2020
Q2 		$545K Buy
+16,044
New +$526K 0.11% 119
2017
Q4 		– Sell
-43
Closed -$1K – 197
2017
Q3 		$1K Buy
+43
New +$1.06K ﹤0.01% 283

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

Bristlecone Advisors's IAU Position: Q3 2025 in Review

Bristlecone Advisors increased its iShares Gold Trust (IAU) stake by 5.6% in Q3 2025, buying an estimated $90.1K and bringing the position to 25,978 shares worth $1.89M. The position accounts for 0.16% of the portfolio, ranked #102.

Bristlecone Advisors first reported a position in IAU in Q3 2017 and has held it in 23 quarters since. 1,704 funds tracked by Wall St. Rank hold IAU as of Q3 2025.

  • Bristlecone Advisors held 25,978 shares of iShares Gold Trust worth $1.89M as of Q3 2025.
  • Bristlecone Advisors bought 1,381 iShares Gold Trust shares in Q3 2025, an estimated $90.1K.
  • iShares Gold Trust made up 0.16% of Bristlecone Advisors's portfolio in Q3 2025, its #102 holding.
  • Bristlecone Advisors first reported a position in iShares Gold Trust in Q3 2017 and has held it in 23 quarters since.
  • 1,704 funds tracked by Wall St. Rank held iShares Gold Trust as of Q3 2025.

Based on Bristlecone Advisors's 13F filing for Q3 2025, filed 24 Oct 2025.