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Creekmur Asset Management’s iShares Gold Trust IAU Stock Holding History

Creekmur Asset 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
Q3 		$186K Hold
2,559
– – 0.03% 208
2025
Q2 		$160K Sell
2,559
-110
-4% -$6.82K 0.03% 241
2025
Q1 		$157K Buy
2,669
+100
+4% +$5.41K 0.03% 222
2024
Q4 		$127K Buy
2,569
+2,352
+1,084% +$118K 0.03% 144
2024
Q3 		$10.8K Sell
217
-33
-13% -$1.54K ﹤0.01% 436
2024
Q2 		$11K Buy
250
+90
+56% +$3.98K ﹤0.01% 486
2024
Q1 		$6.72K Hold
160
– – ﹤0.01% 526
2023
Q4 		$6.25K Buy
+160
New +$5.99K ﹤0.01% 569

Other funds holding IAU

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
WI
WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $12.8B AUM 19.73% 1-Year Est. Return

Creekmur Asset Management's IAU Position: Q3 2025 in Review

Creekmur Asset Management held its iShares Gold Trust (IAU) position steady in Q3 2025 at 2,559 shares worth $186K. The position accounts for 0.03% of the portfolio, ranked #208.

Creekmur Asset Management first reported a position in IAU in Q4 2023 and has held it in 8 quarters since. 1,711 funds tracked by Wall St. Rank hold IAU as of Q3 2025.

  • Creekmur Asset Management held 2,559 shares of iShares Gold Trust worth $186K as of Q3 2025.
  • Creekmur Asset Management left its iShares Gold Trust share count unchanged in Q3 2025.
  • iShares Gold Trust made up 0.03% of Creekmur Asset Management's portfolio in Q3 2025, its #208 holding.
  • Creekmur Asset Management first reported a position in iShares Gold Trust in Q4 2023 and has held it in 8 quarters since.
  • 1,711 funds tracked by Wall St. Rank held iShares Gold Trust as of Q3 2025.

Based on Creekmur Asset Management's 13F filing for Q3 2025, filed 12 Nov 2025.