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Edge Financial Advisors’s iShares Gold Trust IAU Stock Holding History

Edge Financial 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
Q4 		$1.58M Sell
19,505
-98
-0.5% -$7.66K 0.67% 34
2025
Q3 		$1.43M Buy
19,603
+13,792
+237% +$900K 0.64% 35
2025
Q2 		$365K Buy
+5,811
New +$360K 0.19% 85

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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return

Edge Financial Advisors's IAU Position: Q4 2025 in Review

Edge Financial Advisors reduced its iShares Gold Trust (IAU) stake by 0.5% in Q4 2025, selling an estimated $7.66K and leaving 19,505 shares worth $1.58M. The position accounts for 0.67% of the portfolio, ranked #34.

Edge Financial Advisors first reported a position in IAU in Q2 2025 and has held it in 3 quarters since. 1,921 funds tracked by Wall St. Rank hold IAU as of Q4 2025.

  • Edge Financial Advisors held 19,505 shares of iShares Gold Trust worth $1.58M as of Q4 2025.
  • Edge Financial Advisors sold 98 iShares Gold Trust shares in Q4 2025, an estimated $7.66K.
  • iShares Gold Trust made up 0.67% of Edge Financial Advisors's portfolio in Q4 2025, its #34 holding.
  • Edge Financial Advisors first reported a position in iShares Gold Trust in Q2 2025 and has held it in 3 quarters since.
  • 1,921 funds tracked by Wall St. Rank held iShares Gold Trust as of Q4 2025.

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