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

Certus 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
Q3 		$2.46M Buy
33,867
+12,776
+61% +$833K 1.47% 19
2025
Q2 		$1.32M Buy
21,091
+2,407
+13% +$149K 0.85% 28
2025
Q1 		$1.14M Buy
18,684
+6,853
+58% +$371K 0.77% 30
2024
Q4 		$649K Buy
+11,831
New +$594K 0.43% 38

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 $424B AUM 22.94% 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 $175B AUM 40.63% 1-Year Est. Return
WI
WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $12.8B AUM 19.73% 1-Year Est. Return

Certus Wealth Management's IAU Position: Q3 2025 in Review

Certus Wealth Management increased its iShares Gold Trust (IAU) stake by 61% in Q3 2025, buying an estimated $833K and bringing the position to 33,867 shares worth $2.46M. The position accounts for 1.47% of the portfolio, ranked #19.

Certus Wealth Management first reported a position in IAU in Q4 2024 and has held it in 4 quarters since. 1,705 funds tracked by Wall St. Rank hold IAU as of Q3 2025.

  • Certus Wealth Management held 33,867 shares of iShares Gold Trust worth $2.46M as of Q3 2025.
  • Certus Wealth Management bought 12,776 iShares Gold Trust shares in Q3 2025, an estimated $833K.
  • iShares Gold Trust made up 1.47% of Certus Wealth Management's portfolio in Q3 2025, its #19 holding.
  • Certus Wealth Management first reported a position in iShares Gold Trust in Q4 2024 and has held it in 4 quarters since.
  • 1,705 funds tracked by Wall St. Rank held iShares Gold Trust as of Q3 2025.

Based on Certus Wealth Management's 13F filing for Q3 2025, filed 7 Nov 2025.