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DOHJ LLC’s iShares Gold Trust IAU Stock Holding History

DOHJ LLC’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 		– Sell
-20,176
Closed -$1.25M – 53
2025
Q2 		$1.25M Sell
20,176
-784
-4% -$48.6K 0.36% 62
2025
Q1 		$1.24M Buy
20,960
+1,311
+7% +$70.9K 0.28% 75
2024
Q4 		$973K Buy
19,649
+1,201
+7% +$60.3K 0.22% 83
2024
Q3 		$926K Sell
18,448
-526
-3% -$24.6K 0.22% 84
2024
Q2 		$834K Sell
18,974
-263
-1% -$11.6K 0.21% 84
2024
Q1 		$808K Sell
19,237
-652
-3% -$25.6K 0.21% 87
2023
Q4 		$776K Sell
19,889
-4,722
-19% -$177K 0.23% 76
2023
Q3 		$853K Buy
24,611
+13,013
+112% +$475K 0.38% 52
2023
Q2 		$422K Sell
11,598
-588
-5% -$22K 0.18% 68
2023
Q1 		$455K Sell
12,186
-21
-0.2% -$754 0.23% 65
2022
Q4 		$422K Sell
12,207
-14,484
-54% -$476K 0.24% 65
2022
Q3 		$842K Sell
26,691
-74,739
-74% -$2.45M 0.57% 41
2022
Q2 		$3.48M Buy
101,430
+41,002
+68% +$1.46M 1.98% 15
2022
Q1 		$2.23M Buy
60,428
+3,063
+5% +$109K 1.07% 28
2021
Q4 		$2M Sell
57,365
-6,988
-11% -$239K 0.89% 33
2021
Q3 		$2.18M Sell
64,353
-1,005
-2% -$34.2K 1.03% 31
2021
Q2 		$2.2M Sell
65,358
-4,830
-7% -$167K 1.16% 26
2021
Q1 		$2.28M Sell
70,188
-3,280
-4% -$112K 1.33% 24
2020
Q4 		$2.51M Sell
73,468
-4,981
-6% -$178K 1.48% 19
2020
Q3 		$2.92M Buy
78,449
+4,790
+7% +$175K 1.83% 13
2020
Q2 		$2.84M Buy
73,659
+11,937
+19% +$391K 1.94% 12
2020
Q1 		$1.86M Sell
61,722
-338
-0.5% -$10.2K 1.81% 15
2019
Q4 		$1.8M Buy
+62,060
New +$1.76M 1.6% 17

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

DOHJ LLC's IAU Position: Q3 2025 in Review

DOHJ LLC sold out of iShares Gold Trust (IAU) in Q3 2025, closing a stake of 20,176 shares — an estimated $1.25M sold.

DOHJ LLC first reported a position in IAU in Q4 2019 and held it in 23 quarters. The position peaked at $3.48M in Q2 2022. 1,704 funds tracked by Wall St. Rank hold IAU as of Q3 2025.

  • DOHJ LLC reported no remaining iShares Gold Trust position as of Q3 2025 after selling out during the quarter.
  • DOHJ LLC sold 20,176 iShares Gold Trust shares in Q3 2025, an estimated $1.25M.
  • DOHJ LLC first reported a position in iShares Gold Trust in Q4 2019 and held it in 23 quarters.
  • DOHJ LLC's iShares Gold Trust position peaked at $3.48M in Q2 2022.
  • 1,704 funds tracked by Wall St. Rank held iShares Gold Trust as of Q3 2025.

Based on DOHJ LLC's 13F filing for Q3 2025.