EE
IAU icon

EWG Elevate’s iShares Gold Trust IAU Stock Holding History

EWG Elevate’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
Q3 		– Sell
-40,623
Closed -$2.53M – 137
2025
Q2 		$2.53M Buy
40,623
+581
+1% +$36K 0.78% 41
2025
Q1 		$2.36M Buy
40,042
+8,295
+26% +$449K 0.88% 36
2024
Q4 		$1.57M Buy
31,747
+1,969
+7% +$98.9K 0.48% 59
2024
Q3 		$1.48M Sell
29,778
-466
-2% -$21.8K 0.59% 40
2024
Q2 		$1.33M Buy
30,244
+2,773
+10% +$123K 0.49% 58
2024
Q1 		$1.15M Buy
27,471
+504
+2% +$19.8K 0.44% 59
2023
Q4 		$1.05M Buy
26,967
+2,913
+12% +$109K 0.44% 49
2023
Q3 		$842K Buy
24,054
+954
+4% +$34.8K 0.38% 51
2023
Q2 		$841K Buy
23,100
+439
+2% +$16.5K 0.35% 51
2023
Q1 		$847K Buy
22,661
+953
+4% +$34.2K 0.36% 51
2022
Q4 		$751K Buy
21,708
+1,955
+10% +$64.2K 0.38% 46
2022
Q3 		$623K Buy
19,753
+481
+2% +$15.8K 0.35% 46
2022
Q2 		$661K Sell
19,272
-21,569
-53% -$767K 0.32% 46
2022
Q1 		$1.5M Buy
40,841
+624
+2% +$22.3K 0.59% 39
2021
Q4 		$1.4M Buy
40,217
+2,999
+8% +$102K 0.69% 36
2021
Q3 		$1.24M Buy
37,218
+2,080
+6% +$70.9K 0.51% 41
2021
Q2 		$1.19M Buy
35,138
+8,172
+30% +$282K 0.46% 41
2021
Q1 		$877K Buy
26,966
+17,708
+191% +$605K 0.39% 47
2020
Q4 		$336K Buy
9,258
+399
+5% +$14.3K 0.15% 62
2020
Q3 		$319K Sell
8,859
-320
-3% -$11.7K 0.19% 54
2020
Q2 		$312K Buy
9,179
+712
+8% +$23.3K 0.21% 48
2020
Q1 		$255K Sell
8,467
-7,190
-46% -$217K 0.19% 51
2019
Q4 		$454K Buy
+15,657
New +$444K 0.25% 55

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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $154B AUM 29.96% 1-Year Est. Return
WI
WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $11.5B AUM 18.72% 1-Year Est. Return

EWG Elevate's IAU Position: Q3 2025 in Review

EWG Elevate sold out of iShares Gold Trust (IAU) in Q3 2025, closing a stake of 40,623 shares — an estimated $2.53M sold.

EWG Elevate first reported a position in IAU in Q4 2019 and held it in 23 quarters. The position peaked at $2.53M in Q2 2025. 1,704 funds tracked by Wall St. Rank hold IAU as of Q3 2025.

  • EWG Elevate reported no remaining iShares Gold Trust position as of Q3 2025 after selling out during the quarter.
  • EWG Elevate sold 40,623 iShares Gold Trust shares in Q3 2025, an estimated $2.53M.
  • EWG Elevate first reported a position in iShares Gold Trust in Q4 2019 and held it in 23 quarters.
  • EWG Elevate's iShares Gold Trust position peaked at $2.53M in Q2 2025.
  • 1,704 funds tracked by Wall St. Rank held iShares Gold Trust as of Q3 2025.

Based on EWG Elevate's 13F filing for Q3 2025, filed 7 Oct 2025.