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Financial Advocates Investment Management’s iShares Gold Trust IAU Stock Holding History

Financial Advocates Investment 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
Q3 		$952K Sell
13,084
-17,248
-57% -$1.13M 0.54% 51
2025
Q2 		$1.89M Sell
30,332
-46,368
-60% -$2.87M 0.15% 135
2025
Q1 		$4.52M Buy
76,700
+3,719
+5% +$201K 0.32% 72
2024
Q4 		$3.61M Buy
72,981
+3,240
+5% +$163K 0.21% 105
2024
Q3 		$3.47M Buy
69,741
+5,081
+8% +$238K 0.2% 115
2024
Q2 		$2.84M Buy
64,660
+31,502
+95% +$1.39M 0.18% 127
2024
Q1 		$1.37M Sell
33,158
-24,840
-43% -$974K 0.08% 247
2023
Q4 		$2.26M Buy
57,998
+14,222
+32% +$532K 0.15% 153
2023
Q3 		$1.53M Buy
43,776
+1,744
+4% +$63.6K 0.11% 201
2023
Q2 		$1.53M Buy
42,032
+5,941
+16% +$223K 0.11% 196
2023
Q1 		$1.35M Sell
36,091
-1,112
-3% -$39.9K 0.1% 227
2022
Q4 		$1.29M Sell
37,203
-863
-2% -$28.3K 0.1% 237
2022
Q3 		$1.2M Sell
38,066
-15,243
-29% -$500K 0.1% 221
2022
Q2 		$1.83M Buy
53,309
+43,130
+424% +$1.53M 0.15% 167
2022
Q1 		$375K Sell
10,179
-25,644
-72% -$916K 0.02% 515
2021
Q4 		$1.25M Buy
35,823
+4,675
+15% +$160K 0.08% 286
2021
Q3 		$1.04M Sell
31,148
-10,651
-25% -$363K 0.07% 301
2021
Q2 		$1.41M Buy
41,799
+6,678
+19% +$231K 0.09% 260
2021
Q1 		$1.14M Buy
35,121
+1,238
+4% +$42.3K 0.08% 284
2020
Q4 		$1.23M Sell
33,883
-13,427
-28% -$481K 0.08% 265
2020
Q3 		$1.7M Sell
47,310
-54,856
-54% -$2M 0.15% 150
2020
Q2 		$3.47M Buy
102,166
+15,964
+19% +$523K 0.33% 75
2020
Q1 		$2.6M Buy
86,202
+17,764
+26% +$537K 0.37% 71
2019
Q4 		$1.99M Sell
68,438
-6,744
-9% -$191K 0.21% 116
2019
Q3 		$2.12M Buy
75,182
+315
+0.4% +$8.88K 0.24% 108
2019
Q2 		$2.02M Buy
74,867
+3,318
+5% +$83.2K 0.23% 110
2019
Q1 		$1.77M Buy
71,549
+36,957
+107% +$923K 0.22% 119
2018
Q4 		$850K Buy
34,592
+11,304
+49% +$266K 0.12% 188
2018
Q3 		$532K Buy
23,288
+5,349
+30% +$124K 0.06% 276
2018
Q2 		$427K Sell
17,939
-43,717
-71% -$1.1M 0.05% 290
2018
Q1 		$1.57M Buy
61,656
+33,059
+116% +$844K 0.2% 113
2017
Q4 		$716K Buy
+28,597
New +$702K 0.1% 210

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 $424B AUM 22.96% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 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 $175B AUM 40.63% 1-Year Est. Return
WI
WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $12.8B AUM 19.73% 1-Year Est. Return

Financial Advocates Investment Management's IAU Position: Q3 2025 in Review

Financial Advocates Investment Management reduced its iShares Gold Trust (IAU) stake by 57% in Q3 2025, selling an estimated $1.13M and leaving 13,084 shares worth $952K. The position accounts for 0.54% of the portfolio, ranked #51.

Financial Advocates Investment Management first reported a position in IAU in Q4 2017 and has held it in 32 quarters since. The position peaked at $4.52M in Q1 2025. 1,706 funds tracked by Wall St. Rank hold IAU as of Q3 2025.

  • Financial Advocates Investment Management held 13,084 shares of iShares Gold Trust worth $952K as of Q3 2025.
  • Financial Advocates Investment Management sold 17,248 iShares Gold Trust shares in Q3 2025, an estimated $1.13M.
  • iShares Gold Trust made up 0.54% of Financial Advocates Investment Management's portfolio in Q3 2025, its #51 holding.
  • Financial Advocates Investment Management first reported a position in iShares Gold Trust in Q4 2017 and has held it in 32 quarters since.
  • Financial Advocates Investment Management's iShares Gold Trust position peaked at $4.52M in Q1 2025.
  • 1,706 funds tracked by Wall St. Rank held iShares Gold Trust as of Q3 2025.

Based on Financial Advocates Investment Management's 13F filing for Q3 2025, filed 6 Nov 2025.