Grey Fox Wealth Advisors’s iShares Gold Trust IAU Stock Holding History

Grey Fox Wealth 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 Q4	–	Sell	-1,500	Closed	-$109K	–	347
2025 Q3	$109K	Buy	+1,500	New	+$97.9K	0.02%	179
2023 Q1	–	Sell	-3,105	Closed	-$107K	–	540
2022 Q4	$107K	Buy	+3,105	New	+$102K	0.07%	128

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 22.9% 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

Grey Fox Wealth Advisors's IAU Position: Q4 2025 in Review

Grey Fox Wealth Advisors sold out of iShares Gold Trust (IAU) in Q4 2025, closing a stake of 1,500 shares — an estimated $109K sold.

Grey Fox Wealth Advisors first reported a position in IAU in Q4 2022 and held it in 2 quarters. The position peaked at $109K in Q3 2025. 1,935 funds tracked by Wall St. Rank hold IAU as of Q4 2025.

Grey Fox Wealth Advisors reported no remaining iShares Gold Trust position as of Q4 2025 after selling out during the quarter.
Grey Fox Wealth Advisors sold 1,500 iShares Gold Trust shares in Q4 2025, an estimated $109K.
Grey Fox Wealth Advisors first reported a position in iShares Gold Trust in Q4 2022 and held it in 2 quarters.
Grey Fox Wealth Advisors's iShares Gold Trust position peaked at $109K in Q3 2025.
1,935 funds tracked by Wall St. Rank held iShares Gold Trust as of Q4 2025.

Based on Grey Fox Wealth Advisors's 13F filing for Q4 2025, filed 12 Feb 2026.