Dentgroup’s iShares Gold Trust IAU Stock Holding History

Dentgroup’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	$285K	Sell	3,509 -396	-10%	-$31K	0.2%	82
2025 Q3	$284K	Buy	+3,905	New	+$255K	0.18%	83

Other funds holding IAU

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

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

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

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

LPL Financial San Diego, California $377B AUM 19.32% 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

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

Dentgroup's IAU Position: Q4 2025 in Review

Dentgroup reduced its iShares Gold Trust (IAU) stake by 10% in Q4 2025, selling an estimated $31K and leaving 3,509 shares worth $285K. The position accounts for 0.2% of the portfolio, ranked #82.

Dentgroup first reported a position in IAU in Q3 2025 and has held it in 2 quarters since. 1,922 funds tracked by Wall St. Rank hold IAU as of Q4 2025.

Dentgroup held 3,509 shares of iShares Gold Trust worth $285K as of Q4 2025.
Dentgroup sold 396 iShares Gold Trust shares in Q4 2025, an estimated $31K.
iShares Gold Trust made up 0.2% of Dentgroup's portfolio in Q4 2025, its #82 holding.
Dentgroup first reported a position in iShares Gold Trust in Q3 2025 and has held it in 2 quarters since.
1,922 funds tracked by Wall St. Rank held iShares Gold Trust as of Q4 2025.

Based on Dentgroup's 13F filing for Q4 2025, filed 28 Jan 2026.