Copperwynd Financial’s iShares Gold Trust IAU Stock Holding History

Copperwynd Financial’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	$390K	Buy	+6,258	New	+$388K	0.1%	115

Other funds holding IAU

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

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

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

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

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

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

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

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

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

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Copperwynd Financial's IAU Position: Q2 2025 in Review

Copperwynd Financial opened a new position in iShares Gold Trust (IAU) in Q2 2025: 6,258 shares worth $390K. The stake represents 0.1% of the portfolio and ranks #115 among its holdings.

1,590 funds tracked by Wall St. Rank hold IAU as of Q2 2025.

Copperwynd Financial held 6,258 shares of iShares Gold Trust worth $390K as of Q2 2025.
iShares Gold Trust was a new Copperwynd Financial position in Q2 2025.
iShares Gold Trust made up 0.1% of Copperwynd Financial's portfolio in Q2 2025, its #115 holding.
1,590 funds tracked by Wall St. Rank held iShares Gold Trust as of Q2 2025.

Based on Copperwynd Financial's 13F filing for Q2 2025, filed 24 Jul 2025.