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Gimbal Financial’s iShares Gold Trust IAU Stock Holding History

Gimbal 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
Q2 		– Sell
-298,586
Closed -$17.6M – 51
2025
Q1 		$17.6M Buy
298,586
+122,062
+69% +$6.6M 15.88% 2
2024
Q4 		$8.74M Sell
176,524
-166,820
-49% -$8.38M 7.14% 4
2024
Q3 		$17.7M Buy
343,344
+34,730
+11% +$1.63M 11.52% 3
2024
Q2 		$14.1M Buy
+308,614
New +$13.6M 10.36% 4

Other funds holding IAU

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 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
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Gimbal Financial's IAU Position: Q2 2025 in Review

Gimbal Financial sold out of iShares Gold Trust (IAU) in Q2 2025, closing a stake of 298,586 shares — an estimated $17.6M sold.

Gimbal Financial first reported a position in IAU in Q2 2024 and held it in 4 quarters. The position peaked at $17.7M in Q3 2024. 1,590 funds tracked by Wall St. Rank hold IAU as of Q2 2025.

  • Gimbal Financial reported no remaining iShares Gold Trust position as of Q2 2025 after selling out during the quarter.
  • Gimbal Financial sold 298,586 iShares Gold Trust shares in Q2 2025, an estimated $17.6M.
  • Gimbal Financial first reported a position in iShares Gold Trust in Q2 2024 and held it in 4 quarters.
  • Gimbal Financial's iShares Gold Trust position peaked at $17.7M in Q3 2024.
  • 1,590 funds tracked by Wall St. Rank held iShares Gold Trust as of Q2 2025.

Based on Gimbal Financial's 13F filing for Q2 2025, filed 30 Jul 2025.