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Fund Evaluation Group’s iShares Gold Trust IAU Stock Holding History

Fund Evaluation Group’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
-2,968
Closed -$216K – 69
2025
Q3 		$216K Sell
2,968
-1,126
-28% -$73.5K 0.01% 73
2025
Q2 		$255K Buy
+4,094
New +$254K 0.01% 76
2013
Q4 		– Sell
-11,955
Closed -$308K – 14
2013
Q3 		$308K Hold
11,955
– – 0.12% 15
2013
Q2 		$287K Buy
+11,955
New +$329K 0.12% 14

Other funds holding IAU

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 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
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Fund Evaluation Group's IAU Position: Q4 2025 in Review

Fund Evaluation Group sold out of iShares Gold Trust (IAU) in Q4 2025, closing a stake of 2,968 shares — an estimated $216K sold.

Fund Evaluation Group first reported a position in IAU in Q2 2013 and held it in 4 quarters. The position peaked at $308K in Q3 2013. 1,930 funds tracked by Wall St. Rank hold IAU as of Q4 2025.

  • Fund Evaluation Group reported no remaining iShares Gold Trust position as of Q4 2025 after selling out during the quarter.
  • Fund Evaluation Group sold 2,968 iShares Gold Trust shares in Q4 2025, an estimated $216K.
  • Fund Evaluation Group first reported a position in iShares Gold Trust in Q2 2013 and held it in 4 quarters.
  • Fund Evaluation Group's iShares Gold Trust position peaked at $308K in Q3 2013.
  • 1,930 funds tracked by Wall St. Rank held iShares Gold Trust as of Q4 2025.

Based on Fund Evaluation Group's 13F filing for Q4 2025, filed 11 Feb 2026.