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Friedenthal Financial’s iShares Gold Trust IAU Stock Holding History

Friedenthal Financial’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
-360
Closed -$26.2K – 283
2025
Q3 		$26.2K Hold
360
– – 0.01% 160
2025
Q2 		$22.4K Buy
+360
New +$22.3K 0.01% 160
2019
Q2 		– Sell
-146,501
Closed -$3.63M – 66
2019
Q1 		$3.63M Buy
+146,501
New +$3.66M 3.11% 14

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

Friedenthal Financial's IAU Position: Q4 2025 in Review

Friedenthal Financial sold out of iShares Gold Trust (IAU) in Q4 2025, closing a stake of 360 shares — an estimated $26.2K sold.

Friedenthal Financial first reported a position in IAU in Q1 2019 and held it in 3 quarters. The position peaked at $3.63M in Q1 2019. 1,922 funds tracked by Wall St. Rank hold IAU as of Q4 2025.

  • Friedenthal Financial reported no remaining iShares Gold Trust position as of Q4 2025 after selling out during the quarter.
  • Friedenthal Financial sold 360 iShares Gold Trust shares in Q4 2025, an estimated $26.2K.
  • Friedenthal Financial first reported a position in iShares Gold Trust in Q1 2019 and held it in 3 quarters.
  • Friedenthal Financial's iShares Gold Trust position peaked at $3.63M in Q1 2019.
  • 1,922 funds tracked by Wall St. Rank held iShares Gold Trust as of Q4 2025.

Based on Friedenthal Financial's 13F filing for Q4 2025, filed 27 Jan 2026.