Elios Financial Group’s iShares Gold Trust IAU Stock Holding History

Elios Financial Group’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 Q2	$219K	Buy	+3,519	New	+$218K	0.1%	117

Other funds holding IAU

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

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

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

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 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

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

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

AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

Elios Financial Group's IAU Position: Q2 2025 in Review

Elios Financial Group opened a new position in iShares Gold Trust (IAU) in Q2 2025: 3,519 shares worth $219K. The stake represents 0.1% of the portfolio and ranks #117 among its holdings.

1,594 funds tracked by Wall St. Rank hold IAU as of Q2 2025.

Elios Financial Group held 3,519 shares of iShares Gold Trust worth $219K as of Q2 2025.
iShares Gold Trust was a new Elios Financial Group position in Q2 2025.
iShares Gold Trust made up 0.1% of Elios Financial Group's portfolio in Q2 2025, its #117 holding.
1,594 funds tracked by Wall St. Rank held iShares Gold Trust as of Q2 2025.

Based on Elios Financial Group's 13F filing for Q2 2025, filed 13 Aug 2025.