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Centricity Wealth Management’s iShares Gold Trust IAU Stock Holding History

Centricity Wealth Management’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 		$69.9K Hold
1,121
– – 0.06% 138
2025
Q1 		$66.1K Hold
1,121
– – 0.06% 139
2024
Q4 		$55.5K Buy
+1,121
New +$56.3K 0.05% 156

Other funds holding IAU

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

Centricity Wealth Management's IAU Position: Q2 2025 in Review

Centricity Wealth Management held its iShares Gold Trust (IAU) position steady in Q2 2025 at 1,121 shares worth $69.9K. The position accounts for 0.06% of the portfolio, ranked #138.

Centricity Wealth Management first reported a position in IAU in Q4 2024 and has held it in 3 quarters since. 1,594 funds tracked by Wall St. Rank hold IAU as of Q2 2025.

  • Centricity Wealth Management held 1,121 shares of iShares Gold Trust worth $69.9K as of Q2 2025.
  • Centricity Wealth Management left its iShares Gold Trust share count unchanged in Q2 2025.
  • iShares Gold Trust made up 0.06% of Centricity Wealth Management's portfolio in Q2 2025, its #138 holding.
  • Centricity Wealth Management first reported a position in iShares Gold Trust in Q4 2024 and has held it in 3 quarters since.
  • 1,594 funds tracked by Wall St. Rank held iShares Gold Trust as of Q2 2025.

Based on Centricity Wealth Management's 13F filing for Q2 2025, filed 18 Jul 2025.