FFT Wealth Management’s iShares Gold Trust IAU Stock Holding History

FFT Wealth Management’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 Q1	–	Sell	-12,893	Closed	-$638K	–	139
2024 Q4	$638K	Buy	12,893 +2,422	+23%	+$122K	0.05%	82
2024 Q3	$520K	Hold	10,471	–	–	0.04%	83
2024 Q2	$460K	Buy	10,471 +2,125	+25%	+$93.9K	0.04%	80
2024 Q1	$351K	Hold	8,346	–	–	0.03%	99
2023 Q4	$326K	Hold	8,346	–	–	0.03%	83
2023 Q3	$292K	Hold	8,346	–	–	0.04%	66
2023 Q2	$304K	Buy	+8,346	New	+$313K	0.04%	72
2020 Q4	–	Sell	-10,000	Closed	-$360K	–	29
2020 Q3	$360K	Buy	10,000 +1,500	+18%	+$54.8K	0.15%	22
2020 Q2	$289K	Hold	8,500	–	–	0.09%	24
2020 Q1	$256K	Buy	+8,500	New	+$257K	0.08%	30

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

Empower Advisory Group Greenwood Village, Colorado $41.9B AUM 18.91% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 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

FFT Wealth Management's IAU Position: Q1 2025 in Review

FFT Wealth Management sold out of iShares Gold Trust (IAU) in Q1 2025, closing a stake of 12,893 shares — an estimated $638K sold.

FFT Wealth Management first reported a position in IAU in Q1 2020 and held it in 10 quarters. The position peaked at $638K in Q4 2024. 1,549 funds tracked by Wall St. Rank hold IAU as of Q1 2025.

FFT Wealth Management reported no remaining iShares Gold Trust position as of Q1 2025 after selling out during the quarter.
FFT Wealth Management sold 12,893 iShares Gold Trust shares in Q1 2025, an estimated $638K.
FFT Wealth Management first reported a position in iShares Gold Trust in Q1 2020 and held it in 10 quarters.
FFT Wealth Management's iShares Gold Trust position peaked at $638K in Q4 2024.
1,549 funds tracked by Wall St. Rank held iShares Gold Trust as of Q1 2025.

Based on FFT Wealth Management's 13F filing for Q1 2025, filed 15 May 2025.