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Delta Financial Group’s iShares Gold Trust IAU Stock Holding History

Delta Financial Group’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
Q1 		$274K Hold
4,829
– – 0.06% 204
2024
Q4 		$239K Buy
+4,829
New +$243K 0.06% 223
2024
Q2 		– Sell
-4,966
Closed -$209K – 160
2024
Q1 		$209K Buy
+4,966
New +$195K 0.06% 217

Other funds holding IAU

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $154B AUM 29.96% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Delta Financial Group's IAU Position: Q1 2025 in Review

Delta Financial Group held its iShares Gold Trust (IAU) position steady in Q1 2025 at 4,829 shares worth $274K. The position accounts for 0.06% of the portfolio, ranked #204.

Delta Financial Group first reported a position in IAU in Q1 2024 and has held it in 3 quarters since. 1,544 funds tracked by Wall St. Rank hold IAU as of Q1 2025.

  • Delta Financial Group held 4,829 shares of iShares Gold Trust worth $274K as of Q1 2025.
  • Delta Financial Group left its iShares Gold Trust share count unchanged in Q1 2025.
  • iShares Gold Trust made up 0.06% of Delta Financial Group's portfolio in Q1 2025, its #204 holding.
  • Delta Financial Group first reported a position in iShares Gold Trust in Q1 2024 and has held it in 3 quarters since.
  • 1,544 funds tracked by Wall St. Rank held iShares Gold Trust as of Q1 2025.

Based on Delta Financial Group's 13F filing for Q1 2025, filed 9 May 2025.