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Eagle Bay Advisors’s iShares Gold Trust IAU Stock Holding History

Eagle Bay Advisors’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 		– Sell
-1,327
Closed -$65.7K – 509
2024
Q4 		$65.7K Sell
1,327
-496
-27% -$24.9K 0.04% 295
2024
Q3 		$90.6K Hold
1,823
– – 0.03% 325
2024
Q2 		$80.1K Buy
1,823
+1,816
+25,943% +$80.3K 0.05% 266
2024
Q1 		$294 Hold
7
– – ﹤0.01% 955
2023
Q4 		$273 Sell
7
-968
-99% -$36.2K ﹤0.01% 813
2023
Q3 		$34.1K Buy
975
+954
+4,543% +$34.8K 0.02% 462
2023
Q2 		$764 Sell
21
-30
-59% -$1.13K ﹤0.01% 809
2023
Q1 		$1.91K Sell
51
-43
-46% -$1.54K ﹤0.01% 764
2022
Q4 		$3.25K Sell
94
-112
-54% -$3.68K ﹤0.01% 715
2022
Q3 		$6K Sell
206
-1,199
-85% -$39.3K ﹤0.01% 658
2022
Q2 		$48.2K Buy
+1,405
New +$50K 0.03% 371
2022
Q1 		– Sell
-1,814
Closed -$63K – 596
2021
Q4 		$63K Sell
1,814
-91
-5% -$3.11K 0.04% 304
2021
Q3 		$57K Buy
1,905
+104
+6% +$3.54K 0.03% 370
2021
Q2 		$67K Buy
+1,801
New +$62.3K 0.05% 241

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

Eagle Bay Advisors's IAU Position: Q1 2025 in Review

Eagle Bay Advisors sold out of iShares Gold Trust (IAU) in Q1 2025, closing a stake of 1,327 shares — an estimated $65.7K sold.

Eagle Bay Advisors first reported a position in IAU in Q2 2021 and held it in 14 quarters. The position peaked at $90.6K in Q3 2024. 1,544 funds tracked by Wall St. Rank hold IAU as of Q1 2025.

  • Eagle Bay Advisors reported no remaining iShares Gold Trust position as of Q1 2025 after selling out during the quarter.
  • Eagle Bay Advisors sold 1,327 iShares Gold Trust shares in Q1 2025, an estimated $65.7K.
  • Eagle Bay Advisors first reported a position in iShares Gold Trust in Q2 2021 and held it in 14 quarters.
  • Eagle Bay Advisors's iShares Gold Trust position peaked at $90.6K in Q3 2024.
  • 1,544 funds tracked by Wall St. Rank held iShares Gold Trust as of Q1 2025.

Based on Eagle Bay Advisors's 13F filing for Q1 2025, filed 5 May 2025.