Carolinas Wealth Consulting’s iShares Gold Trust IAU Stock Holding History

Carolinas Wealth Consulting’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	–	Sell	-6,000	Closed	-$354K	–	423
2025 Q1	$354K	Hold	6,000	–	–	0.08%	126
2024 Q4	$297K	Buy	6,000 +1,500	+33%	+$75.4K	0.06%	148
2024 Q3	$224K	Buy	4,500 +1,000	+29%	+$46.8K	0.04%	173
2024 Q2	$154K	Buy	3,500 +500	+17%	+$22.1K	0.03%	205
2024 Q1	$126K	Hold	3,000	–	–	0.02%	230
2023 Q4	$117K	Hold	3,000	–	–	0.03%	217
2023 Q3	$113K	Hold	3,000	–	–	0.03%	203
2023 Q2	$109K	Hold	3,000	–	–	0.02%	248
2023 Q1	$112K	Hold	3,000	–	–	0.02%	252
2022 Q4	$104K	Hold	3,000	–	–	0.02%	258
2022 Q3	$95K	Hold	3,000	–	–	0.02%	250
2022 Q2	$103K	Hold	3,000	–	–	0.03%	242
2022 Q1	$110K	Hold	3,000	–	–	0.02%	247
2021 Q4	$104K	Hold	3,000	–	–	0.02%	256
2021 Q3	$100K	Hold	3,000	–	–	0.02%	245
2021 Q2	$101K	Hold	3,000	–	–	0.02%	259
2021 Q1	$98K	Hold	3,000	–	–	0.02%	260
2020 Q4	$109K	Buy	+3,000	New	+$107K	0.03%	219

Other funds holding IAU

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $154B AUM 29.96% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Carolinas Wealth Consulting's IAU Position: Q2 2025 in Review

Carolinas Wealth Consulting sold out of iShares Gold Trust (IAU) in Q2 2025, closing a stake of 6,000 shares — an estimated $354K sold.

Carolinas Wealth Consulting first reported a position in IAU in Q4 2020 and held it in 18 quarters. The position peaked at $354K in Q1 2025. 1,589 funds tracked by Wall St. Rank hold IAU as of Q2 2025.

Carolinas Wealth Consulting reported no remaining iShares Gold Trust position as of Q2 2025 after selling out during the quarter.
Carolinas Wealth Consulting sold 6,000 iShares Gold Trust shares in Q2 2025, an estimated $354K.
Carolinas Wealth Consulting first reported a position in iShares Gold Trust in Q4 2020 and held it in 18 quarters.
Carolinas Wealth Consulting's iShares Gold Trust position peaked at $354K in Q1 2025.
1,589 funds tracked by Wall St. Rank held iShares Gold Trust as of Q2 2025.

Based on Carolinas Wealth Consulting's 13F filing for Q2 2025.