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

Congress 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 		$410K Sell
6,581
-26,286
-80% -$1.63M ﹤0.01% 983
2025
Q1 		$1.93M Buy
32,867
+8,048
+32% +$435K 0.02% 502
2024
Q4 		$1.23M Sell
24,819
-749
-3% -$37.6K 0.02% 493
2024
Q3 		$1.27M Sell
25,568
-2,763
-10% -$129K 0.02% 482
2024
Q2 		$1.24M Sell
28,331
-15,484
-35% -$684K 0.02% 400
2024
Q1 		$1.84M Buy
43,815
+11,520
+36% +$452K 0.03% 325
2023
Q4 		$1.26M Sell
32,295
-1,143
-3% -$42.8K 0.02% 368
2023
Q3 		$1.17M Sell
33,438
-504
-1% -$18.4K 0.02% 357
2023
Q2 		$1.24M Sell
33,942
-5,135
-13% -$192K 0.03% 320
2023
Q1 		$1.46M Sell
39,077
-2,454
-6% -$88.1K 0.04% 302
2022
Q4 		$1.44M Sell
41,531
-68,551
-62% -$2.25M 0.04% 301
2022
Q3 		$3.47M Buy
110,082
+103,156
+1,489% +$3.38M 0.09% 214
2022
Q2 		$238K Hold
6,926
– – 0.01% 512
2022
Q1 		$255K Buy
6,926
+879
+15% +$31.4K 0.01% 539
2021
Q4 		$210K Buy
+6,047
New +$207K ﹤0.01% 586

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

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

Congress Wealth Management reduced its iShares Gold Trust (IAU) stake by 80% in Q2 2025, selling an estimated $1.63M and leaving 6,581 shares worth $410K. The position accounts for ﹤0.01% of the portfolio, ranked #983.

Congress Wealth Management first reported a position in IAU in Q4 2021 and has held it in 15 quarters since. The position peaked at $3.47M in Q3 2022. 1,594 funds tracked by Wall St. Rank hold IAU as of Q2 2025.

  • Congress Wealth Management held 6,581 shares of iShares Gold Trust worth $410K as of Q2 2025.
  • Congress Wealth Management sold 26,286 iShares Gold Trust shares in Q2 2025, an estimated $1.63M.
  • iShares Gold Trust made up ﹤0.01% of Congress Wealth Management's portfolio in Q2 2025, its #983 holding.
  • Congress Wealth Management first reported a position in iShares Gold Trust in Q4 2021 and has held it in 15 quarters since.
  • Congress Wealth Management's iShares Gold Trust position peaked at $3.47M in Q3 2022.
  • 1,594 funds tracked by Wall St. Rank held iShares Gold Trust as of Q2 2025.

Based on Congress Wealth Management's 13F filing for Q2 2025, filed 13 Aug 2025.