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Copperleaf Capital’s iShares Gold Trust IAU Stock Holding History

Copperleaf Capital’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 		$3.48M Buy
47,867
+37,533
+363% +$2.45M 1.67% 14
2025
Q2 		$644K Buy
10,334
+3,933
+61% +$244K 0.33% 73
2025
Q1 		$377K Buy
+6,401
New +$346K 0.23% 80

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 $374B AUM 17.66% 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 $154B AUM 29.96% 1-Year Est. Return
WI
WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $12.8B AUM 19.73% 1-Year Est. Return

Copperleaf Capital's IAU Position: Q3 2025 in Review

Copperleaf Capital increased its iShares Gold Trust (IAU) stake by 363% in Q3 2025, buying an estimated $2.45M and bringing the position to 47,867 shares worth $3.48M. The position accounts for 1.67% of the portfolio, ranked #14.

Copperleaf Capital first reported a position in IAU in Q1 2025 and has held it in 3 quarters since. 1,704 funds tracked by Wall St. Rank hold IAU as of Q3 2025.

  • Copperleaf Capital held 47,867 shares of iShares Gold Trust worth $3.48M as of Q3 2025.
  • Copperleaf Capital bought 37,533 iShares Gold Trust shares in Q3 2025, an estimated $2.45M.
  • iShares Gold Trust made up 1.67% of Copperleaf Capital's portfolio in Q3 2025, its #14 holding.
  • Copperleaf Capital first reported a position in iShares Gold Trust in Q1 2025 and has held it in 3 quarters since.
  • 1,704 funds tracked by Wall St. Rank held iShares Gold Trust as of Q3 2025.

Based on Copperleaf Capital's 13F filing for Q3 2025, filed 28 Oct 2025.