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D. Scott Neal’s iShares Gold Trust IAU Stock Holding History

D. Scott Neal’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 		$4.88M Sell
67,117
-6,232
-8% -$407K 2.26% 9
2025
Q2 		$4.57M Sell
73,349
-413
-0.6% -$25.6K 2.28% 9
2025
Q1 		$4.35M Buy
73,762
+3,867
+6% +$209K 2.41% 9
2024
Q4 		$3.46M Sell
69,895
-763
-1% -$38.3K 1.9% 11
2024
Q3 		$3.51M Buy
70,658
+26,776
+61% +$1.25M 1.86% 12
2024
Q2 		$1.93M Sell
43,882
-367
-0.8% -$16.2K 1.07% 21
2024
Q1 		$1.86M Buy
44,249
+3,466
+8% +$136K 1.22% 18
2023
Q4 		$1.59M Sell
40,783
-695
-2% -$26K 1.42% 15
2023
Q3 		$1.45M Buy
41,478
+32,438
+359% +$1.18M 1.24% 18
2023
Q2 		$329K Buy
9,040
+1,748
+24% +$65.5K 0.25% 46
2023
Q1 		$273K Buy
+7,292
New +$262K 0.15% 54

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 $11.5B AUM 18.72% 1-Year Est. Return

D. Scott Neal's IAU Position: Q3 2025 in Review

D. Scott Neal reduced its iShares Gold Trust (IAU) stake by 8.5% in Q3 2025, selling an estimated $407K and leaving 67,117 shares worth $4.88M. The position accounts for 2.26% of the portfolio, ranked #9.

D. Scott Neal first reported a position in IAU in Q1 2023 and has held it in 11 quarters since. 1,704 funds tracked by Wall St. Rank hold IAU as of Q3 2025.

  • D. Scott Neal held 67,117 shares of iShares Gold Trust worth $4.88M as of Q3 2025.
  • D. Scott Neal sold 6,232 iShares Gold Trust shares in Q3 2025, an estimated $407K.
  • iShares Gold Trust made up 2.26% of D. Scott Neal's portfolio in Q3 2025, its #9 holding.
  • D. Scott Neal first reported a position in iShares Gold Trust in Q1 2023 and has held it in 11 quarters since.
  • 1,704 funds tracked by Wall St. Rank held iShares Gold Trust as of Q3 2025.

Based on D. Scott Neal's 13F filing for Q3 2025, filed 28 Oct 2025.