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Garrison Bradford & Associates’s iShares Gold Trust IAU Stock Holding History

Garrison Bradford & Associates’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
Q3 		– Sell
-500
Closed -$31.2K – 39
2025
Q2 		$31.2K Hold
500
– – 0.03% 51
2025
Q1 		$29.5K Buy
+500
New +$27K 0.03% 51

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 22.9% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
WI
WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $12.8B AUM 19.73% 1-Year Est. Return

Garrison Bradford & Associates's IAU Position: Q3 2025 in Review

Garrison Bradford & Associates sold out of iShares Gold Trust (IAU) in Q3 2025, closing a stake of 500 shares — an estimated $31.2K sold.

Garrison Bradford & Associates first reported a position in IAU in Q1 2025 and held it in 2 quarters. The position peaked at $31.2K in Q2 2025. 1,711 funds tracked by Wall St. Rank hold IAU as of Q3 2025.

  • Garrison Bradford & Associates reported no remaining iShares Gold Trust position as of Q3 2025 after selling out during the quarter.
  • Garrison Bradford & Associates sold 500 iShares Gold Trust shares in Q3 2025, an estimated $31.2K.
  • Garrison Bradford & Associates first reported a position in iShares Gold Trust in Q1 2025 and held it in 2 quarters.
  • Garrison Bradford & Associates's iShares Gold Trust position peaked at $31.2K in Q2 2025.
  • 1,711 funds tracked by Wall St. Rank held iShares Gold Trust as of Q3 2025.

Based on Garrison Bradford & Associates's 13F filing for Q3 2025, filed 4 Nov 2025.