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Gries Financial’s iShares Gold Trust IAU Stock Holding History

Gries 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
Q3 		– Sell
-7,303
Closed -$455K – 333
2025
Q2 		$455K Sell
7,303
-249
-3% -$15.4K 0.08% 179
2025
Q1 		$445K Buy
+7,552
New +$409K 0.09% 175

Other funds holding IAU

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $154B AUM 29.96% 1-Year Est. Return
WI
WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $12.8B AUM 19.73% 1-Year Est. Return

Gries Financial's IAU Position: Q3 2025 in Review

Gries Financial sold out of iShares Gold Trust (IAU) in Q3 2025, closing a stake of 7,303 shares — an estimated $455K sold.

Gries Financial first reported a position in IAU in Q1 2025 and held it in 2 quarters. The position peaked at $455K in Q2 2025. 1,704 funds tracked by Wall St. Rank hold IAU as of Q3 2025.

  • Gries Financial reported no remaining iShares Gold Trust position as of Q3 2025 after selling out during the quarter.
  • Gries Financial sold 7,303 iShares Gold Trust shares in Q3 2025, an estimated $455K.
  • Gries Financial first reported a position in iShares Gold Trust in Q1 2025 and held it in 2 quarters.
  • Gries Financial's iShares Gold Trust position peaked at $455K in Q2 2025.
  • 1,704 funds tracked by Wall St. Rank held iShares Gold Trust as of Q3 2025.

Based on Gries Financial's 13F filing for Q3 2025, filed 22 Oct 2025.