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Front Row Advisors’s iShares Gold Trust IAU Stock Holding History

Front Row Advisors’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
2026
Q1 		$30.9K Hold
350
– – 0.01% 274
2025
Q4 		$28.4K Hold
350
– – 0.01% 276
2025
Q3 		$25.5K Hold
350
– – 0.01% 282
2025
Q2 		$21.8K Buy
+350
New +$21.7K 0.01% 292
2021
Q3 		– Sell
-1,000
Closed -$34K – 951
2021
Q2 		$34K Buy
+1,000
New +$34.6K 0.01% 310
2021
Q1 		– Sell
-4,000
Closed -$145K – 963
2020
Q4 		$145K Hold
4,000
– – 0.07% 150
2020
Q3 		$136K Hold
4,000
– – 0.07% 157
2020
Q2 		$136K Hold
4,000
– – 0.08% 135
2020
Q1 		$129K Buy
+4,000
New +$121K 0.09% 135

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
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
Citigroup
Citigroup New York $157B AUM 32.99% 1-Year Est. Return