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Financial Counselors Inc’s iShares Gold Trust IAU Stock Holding History

Financial Counselors Inc’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 		– Sell
-156,209
Closed -$9.21M – 240
2025
Q1 		$9.21M Buy
156,209
+941
+0.6% +$50.9K 0.14% 152
2024
Q4 		$7.69M Buy
155,268
+808
+0.5% +$40.6K 0.11% 163
2024
Q3 		$7.68M Buy
154,460
+18,770
+14% +$879K 0.11% 158
2024
Q2 		$5.96M Sell
135,690
-1,392
-1% -$61.5K 0.1% 172
2024
Q1 		$5.76M Sell
137,082
-24,158
-15% -$947K 0.1% 178
2023
Q4 		$6.29M Buy
161,240
+1,088
+0.7% +$40.7K 0.11% 166
2023
Q3 		$5.6M Buy
+160,152
New +$5.84M 0.11% 168
2017
Q3 		– Sell
-12,710
Closed -$304K – 499
2017
Q2 		$304K Buy
12,710
+35
+0.3% +$847 0.02% 400
2017
Q1 		$304K Sell
12,675
-1,500
-11% -$35.2K 0.02% 406
2016
Q4 		$314K Buy
+14,175
New +$332K 0.02% 387
2016
Q2 		$216K Sell
8,468
-626
-7% -$15.2K 0.01% 403
2016
Q1 		$216K Buy
9,094
+806
+10% +$18.4K 0.01% 403
2015
Q4 		$170K Sell
8,288
-3,143
-27% -$67K 0.01% 423
2015
Q3 		$246K Sell
11,431
-1,330
-10% -$28.9K 0.02% 383
2015
Q2 		$289K Hold
12,761
– – 0.02% 377
2015
Q1 		$292K Sell
12,761
-333
-3% -$7.85K 0.02% 381
2014
Q4 		$300K Buy
13,094
+633
+5% +$14.7K 0.02% 362
2014
Q3 		$292K Buy
12,461
+675
+6% +$16.8K 0.02% 372
2014
Q2 		$304K Sell
11,786
-1,000
-8% -$25K 0.02% 366
2014
Q1 		$318K Buy
12,786
+5,080
+66% +$127K 0.02% 357
2013
Q4 		$180K Sell
7,706
-418
-5% -$10.3K 0.01% 393
2013
Q3 		$209K Sell
8,124
-466
-5% -$12K 0.02% 372
2013
Q2 		$206K Buy
+8,590
New +$236K 0.02% 367

Other funds holding IAU

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $154B AUM 29.96% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Financial Counselors Inc's IAU Position: Q2 2025 in Review

Financial Counselors Inc sold out of iShares Gold Trust (IAU) in Q2 2025, closing a stake of 156,209 shares — an estimated $9.21M sold.

Financial Counselors Inc first reported a position in IAU in Q2 2013 and held it in 23 quarters. The position peaked at $9.21M in Q1 2025. 1,588 funds tracked by Wall St. Rank hold IAU as of Q2 2025.

  • Financial Counselors Inc reported no remaining iShares Gold Trust position as of Q2 2025 after selling out during the quarter.
  • Financial Counselors Inc sold 156,209 iShares Gold Trust shares in Q2 2025, an estimated $9.21M.
  • Financial Counselors Inc first reported a position in iShares Gold Trust in Q2 2013 and held it in 23 quarters.
  • Financial Counselors Inc's iShares Gold Trust position peaked at $9.21M in Q1 2025.
  • 1,588 funds tracked by Wall St. Rank held iShares Gold Trust as of Q2 2025.

Based on Financial Counselors Inc's 13F filing for Q2 2025, filed 1 Aug 2025.