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Good Life Advisors’s iShares Gold Trust IAU Stock Holding History

Good Life 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
2025
Q2 		$258K Hold
4,139
– – 0.02% 428
2025
Q1 		$244K Sell
4,139
-25
-0.6% -$1.35K 0.02% 432
2024
Q4 		$206K Sell
4,164
-4,612
-53% -$232K 0.02% 460
2024
Q3 		$436K Buy
+8,776
New +$411K 0.03% 374
2020
Q3 		– Sell
-7,366
Closed -$246K – 260
2020
Q2 		$246K Sell
7,366
-912
-11% -$29.9K 0.07% 194
2020
Q1 		$249K Buy
+8,278
New +$250K 0.09% 175

Other funds holding IAU

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 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 $424B AUM 22.96% 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
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

Good Life Advisors's IAU Position: Q2 2025 in Review

Good Life Advisors held its iShares Gold Trust (IAU) position steady in Q2 2025 at 4,139 shares worth $258K. The position accounts for 0.02% of the portfolio, ranked #428.

Good Life Advisors first reported a position in IAU in Q1 2020 and has held it in 6 quarters since. The position peaked at $436K in Q3 2024. 1,593 funds tracked by Wall St. Rank hold IAU as of Q2 2025.

  • Good Life Advisors held 4,139 shares of iShares Gold Trust worth $258K as of Q2 2025.
  • Good Life Advisors left its iShares Gold Trust share count unchanged in Q2 2025.
  • iShares Gold Trust made up 0.02% of Good Life Advisors's portfolio in Q2 2025, its #428 holding.
  • Good Life Advisors first reported a position in iShares Gold Trust in Q1 2020 and has held it in 6 quarters since.
  • Good Life Advisors's iShares Gold Trust position peaked at $436K in Q3 2024.
  • 1,593 funds tracked by Wall St. Rank held iShares Gold Trust as of Q2 2025.

Based on Good Life Advisors's 13F filing for Q2 2025, filed 8 Aug 2025.