Clear Creek Financial Management’s iShares Gold Trust IAU Stock Holding History

Clear Creek Financial 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
2026 Q1	$9.43M	Sell	106,926 -9,266	-8%	-$850K	0.72%	26
2025 Q4	$9.43M	Buy	116,192 +3,924	+3%	+$307K	0.77%	24
2025 Q3	$8.17M	Buy	112,268 +23,628	+27%	+$1.54M	0.71%	27
2025 Q2	$5.53M	Buy	88,640 +74,933	+547%	+$4.64M	0.53%	38
2025 Q1	$808K	Buy	13,707 +714	+5%	+$38.6K	0.08%	223
2024 Q4	$643K	Buy	12,993 +32	+0.2%	+$1.61K	0.07%	252
2024 Q3	$644K	Sell	12,961 -464	-3%	-$21.7K	0.07%	223
2024 Q2	$590K	Buy	13,425 +200	+2%	+$8.84K	0.07%	230
2024 Q1	$556K	Buy	13,225 +579	+5%	+$22.7K	0.07%	226
2023 Q4	$494K	Buy	+12,646	New	+$473K	0.08%	198

Other funds holding IAU

Bank of America

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

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

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

Fidelity Investments

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

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

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

Envestnet Asset Management

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

JP Morgan Chase

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

Citigroup New York $235B AUM 32.99% 1-Year Est. Return