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

Demars 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
Q4 		– Sell
-2,927
Closed -$213K – 93
2025
Q3 		$213K Buy
+2,927
New +$191K 0.07% 92
2023
Q4 		– Sell
-11,964
Closed -$419K – 72
2023
Q3 		$419K Sell
11,964
-1,365
-10% -$49.8K 0.24% 57
2023
Q2 		$485K Buy
13,329
+196
+1% +$7.35K 0.27% 52
2023
Q1 		$491K Sell
13,133
-273
-2% -$9.8K 0.27% 51
2022
Q4 		$464K Buy
+13,406
New +$440K 0.26% 50

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 22.96% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Demars Financial Group's IAU Position: Q4 2025 in Review

Demars Financial Group sold out of iShares Gold Trust (IAU) in Q4 2025, closing a stake of 2,927 shares — an estimated $213K sold.

Demars Financial Group first reported a position in IAU in Q4 2022 and held it in 5 quarters. The position peaked at $491K in Q1 2023. 1,928 funds tracked by Wall St. Rank hold IAU as of Q4 2025.

  • Demars Financial Group reported no remaining iShares Gold Trust position as of Q4 2025 after selling out during the quarter.
  • Demars Financial Group sold 2,927 iShares Gold Trust shares in Q4 2025, an estimated $213K.
  • Demars Financial Group first reported a position in iShares Gold Trust in Q4 2022 and held it in 5 quarters.
  • Demars Financial Group's iShares Gold Trust position peaked at $491K in Q1 2023.
  • 1,928 funds tracked by Wall St. Rank held iShares Gold Trust as of Q4 2025.

Based on Demars Financial Group's 13F filing for Q4 2025, filed 22 Jan 2026.