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EPIQ Capital Group’s iShares Gold Trust IAU Stock Holding History

EPIQ Capital 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
2024
Q4 		$26.3M Buy
530,556
+29,211
+6% +$1.47M 6.85% 5
2024
Q3 		$24.9M Buy
501,345
+642
+0.1% +$30.1K 7.17% 4
2024
Q2 		$22M Sell
500,703
-37,889
-7% -$1.67M 7.74% 4
2024
Q1 		$22.6M Buy
538,592
+4,445
+0.8% +$174K 9.01% 4
2023
Q4 		$20.8M Buy
534,147
+11,883
+2% +$445K 9.47% 4
2023
Q3 		$18.3M Buy
522,264
+286
+0.1% +$10.4K 9.46% 4
2023
Q2 		$19M Sell
521,978
-69,132
-12% -$2.59M 9.57% 4
2023
Q1 		$22.1M Buy
591,110
+43,940
+8% +$1.58M 11.12% 4
2022
Q4 		$18.9M Sell
547,170
-25,633
-4% -$842K 10.32% 4
2022
Q3 		$18.1M Buy
572,803
+10,014
+2% +$328K 8.9% 4
2022
Q2 		$19.3M Sell
562,789
-8,695
-2% -$309K 7.58% 6
2022
Q1 		$21M Sell
571,484
-32,921
-5% -$1.18M 5.75% 7
2021
Q4 		$21M Sell
604,405
-1,159
-0.2% -$39.6K 3.74% 8
2021
Q3 		$20.2M Sell
605,564
-41,540
-6% -$1.42M 2.09% 8
2021
Q2 		$21.8M Buy
647,104
+3,719
+0.6% +$129K 2.28% 8
2021
Q1 		$20.9M Sell
643,385
-6,826
-1% -$233K 2.34% 7
2020
Q4 		$23.6M Buy
650,211
+910
+0.1% +$32.6K 3.73% 7
2020
Q3 		$23.4M Sell
649,301
-1
-0% -$37 3.34% 7
2020
Q2 		$22.1M Sell
649,302
-83,076
-11% -$2.72M 3.72% 6
2020
Q1 		$22.1M Sell
732,378
-166,510
-19% -$5.03M 6.53% 5
2019
Q4 		$26.1M Buy
+898,888
New +$25.5M 6.38% 5

Other funds holding IAU

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $41.9B AUM 18.91% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

EPIQ Capital Group's IAU Position: Q4 2024 in Review

EPIQ Capital Group increased its iShares Gold Trust (IAU) stake by 5.8% in Q4 2024, buying an estimated $1.47M and bringing the position to 530,556 shares worth $26.3M. The position accounts for 6.85% of the portfolio, ranked #5.

EPIQ Capital Group first reported a position in IAU in Q4 2019 and has held it in 21 quarters since. 1,413 funds tracked by Wall St. Rank hold IAU as of Q4 2024.

  • EPIQ Capital Group held 530,556 shares of iShares Gold Trust worth $26.3M as of Q4 2024.
  • EPIQ Capital Group bought 29,211 iShares Gold Trust shares in Q4 2024, an estimated $1.47M.
  • iShares Gold Trust made up 6.85% of EPIQ Capital Group's portfolio in Q4 2024, its #5 holding.
  • EPIQ Capital Group first reported a position in iShares Gold Trust in Q4 2019 and has held it in 21 quarters since.
  • 1,413 funds tracked by Wall St. Rank held iShares Gold Trust as of Q4 2024.

Based on EPIQ Capital Group's 13F filing for Q4 2024, filed 7 Feb 2025.