Elevated Capital Advisors’s iShares Gold Trust IAU Stock Holding History

Elevated Capital 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	–	Sell	-3,537	Closed	-$257K	–	832
2025 Q3	$257K	Sell	3,537 -113	-3%	-$7.37K	0.06%	247
2025 Q2	$215K	Hold	3,650	–	–	0.06%	248
2025 Q1	$215K	Buy	+3,650	New	+$197K	0.06%	248
2023 Q2	–	Sell	-6,228	Closed	-$233K	–	183
2023 Q1	$233K	Buy	+6,228	New	+$224K	0.08%	162

Other funds holding IAU

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Elevated Capital Advisors's IAU Position: Q4 2025 in Review

Elevated Capital Advisors sold out of iShares Gold Trust (IAU) in Q4 2025, closing a stake of 3,537 shares — an estimated $257K sold.

Elevated Capital Advisors first reported a position in IAU in Q1 2023 and held it in 4 quarters. The position peaked at $257K in Q3 2025. 1,928 funds tracked by Wall St. Rank hold IAU as of Q4 2025.

Elevated Capital Advisors reported no remaining iShares Gold Trust position as of Q4 2025 after selling out during the quarter.
Elevated Capital Advisors sold 3,537 iShares Gold Trust shares in Q4 2025, an estimated $257K.
Elevated Capital Advisors first reported a position in iShares Gold Trust in Q1 2023 and held it in 4 quarters.
Elevated Capital Advisors's iShares Gold Trust position peaked at $257K in Q3 2025.
1,928 funds tracked by Wall St. Rank held iShares Gold Trust as of Q4 2025.

Based on Elevated Capital Advisors's 13F filing for Q4 2025, filed 27 Jan 2026.