FWP
IAU icon

Forefront Wealth Partners’s iShares Gold Trust IAU Stock Holding History

Forefront Wealth Partners’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
Q4 		– Sell
-16,201
Closed -$1.18M – 165
2025
Q3 		$1.18M Buy
+16,201
New +$1.06M 0.3% 73

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
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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return

Forefront Wealth Partners's IAU Position: Q4 2025 in Review

Forefront Wealth Partners sold out of iShares Gold Trust (IAU) in Q4 2025, closing a stake of 16,201 shares — an estimated $1.18M sold.

Forefront Wealth Partners first reported a position in IAU in Q3 2025 and held it in 1 quarter. The position peaked at $1.18M in Q3 2025. 1,921 funds tracked by Wall St. Rank hold IAU as of Q4 2025.

  • Forefront Wealth Partners reported no remaining iShares Gold Trust position as of Q4 2025 after selling out during the quarter.
  • Forefront Wealth Partners sold 16,201 iShares Gold Trust shares in Q4 2025, an estimated $1.18M.
  • Forefront Wealth Partners first reported a position in iShares Gold Trust in Q3 2025 and held it in 1 quarter.
  • Forefront Wealth Partners's iShares Gold Trust position peaked at $1.18M in Q3 2025.
  • 1,921 funds tracked by Wall St. Rank held iShares Gold Trust as of Q4 2025.

Based on Forefront Wealth Partners's 13F filing for Q4 2025, filed 6 Feb 2026.