GPS Wealth Strategies Group’s iShares Gold Trust IAU Stock Holding History

GPS Wealth Strategies 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	$487	Sell	6 -1,600	-100%	-$125K	﹤0.01%	563
2025 Q3	$117K	Buy	1,606 +1,600	+26,667%	+$104K	0.01%	458
2025 Q2	$374	Hold	6	–	–	﹤0.01%	1507
2025 Q1	$354	Hold	6	–	–	﹤0.01%	1415
2024 Q4	$297	Hold	6	–	–	﹤0.01%	1342
2024 Q3	$298	Hold	6	–	–	﹤0.01%	1347
2024 Q2	$264	Hold	6	–	–	﹤0.01%	1313
2024 Q1	$252	Hold	6	–	–	﹤0.01%	1211
2023 Q4	$234	Hold	6	–	–	﹤0.01%	1209
2023 Q3	$210	Hold	6	–	–	﹤0.01%	1243
2023 Q2	$218	Hold	6	–	–	﹤0.01%	1215
2023 Q1	$224	Buy	+6	New	+$215	﹤0.01%	1221
2022 Q4	–	Sell	-6	Closed	–	–	563
2022 Q3	$0	Hold	6	–	–	﹤0.01%	1155
2022 Q2	$0	Buy	+6	New	+$213	﹤0.01%	1138
2022 Q1	–	Sell	-6	Closed	–	–	1081
2021 Q4	$0	Hold	6	–	–	﹤0.01%	1086
2021 Q3	$0	Hold	6	–	–	﹤0.01%	1049
2021 Q2	$0	Hold	6	–	–	﹤0.01%	1046
2021 Q1	$0	Buy	+6	New	+$205	﹤0.01%	942

Other funds holding IAU

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

GPS Wealth Strategies Group's IAU Position: Q4 2025 in Review

GPS Wealth Strategies Group reduced its iShares Gold Trust (IAU) stake by 100% in Q4 2025, selling an estimated $125K and leaving 6 shares worth $487. The position accounts for ﹤0.01% of the portfolio, ranked #563.

GPS Wealth Strategies Group first reported a position in IAU in Q1 2021 and has held it in 18 quarters since. The position peaked at $117K in Q3 2025. 1,928 funds tracked by Wall St. Rank hold IAU as of Q4 2025.

GPS Wealth Strategies Group held 6 shares of iShares Gold Trust worth $487 as of Q4 2025.
GPS Wealth Strategies Group sold 1,600 iShares Gold Trust shares in Q4 2025, an estimated $125K.
iShares Gold Trust made up ﹤0.01% of GPS Wealth Strategies Group's portfolio in Q4 2025, its #563 holding.
GPS Wealth Strategies Group first reported a position in iShares Gold Trust in Q1 2021 and has held it in 18 quarters since.
GPS Wealth Strategies Group's iShares Gold Trust position peaked at $117K in Q3 2025.
1,928 funds tracked by Wall St. Rank held iShares Gold Trust as of Q4 2025.

Based on GPS Wealth Strategies Group's 13F filing for Q4 2025, filed 6 Feb 2026.