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Concourse Financial Group Securities’s iShares Gold Trust IAU Stock Holding History

Concourse Financial Group Securities’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
Q1 		– Sell
-47,410
Closed -$2.47M – 967
2024
Q4 		$2.47M Buy
47,410
+41,298
+676% +$2.08M 0.14% 153
2024
Q3 		$304K Buy
6,112
+91
+2% +$4.26K 0.02% 591
2024
Q2 		$265K Sell
6,021
-63
-1% -$2.78K 0.02% 607
2024
Q1 		$256K Buy
6,084
+13
+0.2% +$510 0.02% 606
2023
Q4 		$237K Buy
6,071
+190
+3% +$7.11K 0.02% 609
2023
Q3 		$206K Sell
5,881
-3,291
-36% -$120K 0.02% 609
2023
Q2 		$334K Sell
9,172
-1,689
-16% -$63.3K 0.03% 515
2023
Q1 		$406K Buy
10,861
+504
+5% +$18.1K 0.03% 474
2022
Q4 		$358K Sell
10,357
-2,139
-17% -$70.2K 0.03% 487
2022
Q3 		$394K Buy
12,496
+371
+3% +$12.2K 0.04% 405
2022
Q2 		$416K Sell
12,125
-834
-6% -$29.7K 0.04% 432
2022
Q1 		$477K Sell
12,959
-641
-5% -$22.9K 0.04% 434
2021
Q4 		$473K Sell
13,600
-1
-0% -$34 0.03% 498
2021
Q3 		$454K Buy
13,601
+1,724
+15% +$58.7K 0.03% 486
2021
Q2 		$400K Sell
11,877
-749
-6% -$25.9K 0.03% 503
2021
Q1 		$411K Buy
12,626
+2,681
+27% +$91.6K 0.03% 465
2020
Q4 		$361K Buy
9,945
+3,117
+46% +$112K 0.03% 450
2020
Q3 		$246K Buy
6,828
+760
+13% +$27.8K 0.02% 489
2020
Q2 		$206K Sell
6,068
-2,398
-28% -$78.6K 0.02% 500
2020
Q1 		$255K Sell
8,466
-8,032
-49% -$243K 0.03% 401
2019
Q4 		$478K Buy
16,498
+14,923
+947% +$423K 0.05% 300
2019
Q3 		$44K Sell
1,575
-3,184
-67% -$89.8K 0.01% 665
2019
Q2 		$128K Buy
4,759
+462
+11% +$11.6K 0.01% 603
2019
Q1 		$106K Buy
4,297
+822
+24% +$20.5K 0.01% 668
2018
Q4 		$85K Buy
3,475
+2,290
+193% +$53.9K 0.01% 667
2018
Q3 		$27K Buy
+1,185
New +$27.5K 0.01% 762

Other funds holding IAU

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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 $374B AUM 17.66% 1-Year Est. Return
Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Concourse Financial Group Securities's IAU Position: Q1 2025 in Review

Concourse Financial Group Securities sold out of iShares Gold Trust (IAU) in Q1 2025, closing a stake of 47,410 shares — an estimated $2.47M sold.

Concourse Financial Group Securities first reported a position in IAU in Q3 2018 and held it in 26 quarters. The position peaked at $2.47M in Q4 2024. 1,544 funds tracked by Wall St. Rank hold IAU as of Q1 2025.

  • Concourse Financial Group Securities reported no remaining iShares Gold Trust position as of Q1 2025 after selling out during the quarter.
  • Concourse Financial Group Securities sold 47,410 iShares Gold Trust shares in Q1 2025, an estimated $2.47M.
  • Concourse Financial Group Securities first reported a position in iShares Gold Trust in Q3 2018 and held it in 26 quarters.
  • Concourse Financial Group Securities's iShares Gold Trust position peaked at $2.47M in Q4 2024.
  • 1,544 funds tracked by Wall St. Rank held iShares Gold Trust as of Q1 2025.

Based on Concourse Financial Group Securities's 13F filing for Q1 2025.