Guerra Advisors’s iShares Gold Trust IAU Stock Holding History

Guerra 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 Q3	$130K	Buy	+1,788	New	+$117K	0.05%	107

Other funds holding IAU

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $12.8B AUM 19.73% 1-Year Est. Return

Guerra Advisors's IAU Position: Q3 2025 in Review

Guerra Advisors opened a new position in iShares Gold Trust (IAU) in Q3 2025: 1,788 shares worth $130K. The stake represents 0.05% of the portfolio and ranks #107 among its holdings.

1,705 funds tracked by Wall St. Rank hold IAU as of Q3 2025.

Guerra Advisors held 1,788 shares of iShares Gold Trust worth $130K as of Q3 2025.
iShares Gold Trust was a new Guerra Advisors position in Q3 2025.
iShares Gold Trust made up 0.05% of Guerra Advisors's portfolio in Q3 2025, its #107 holding.
1,705 funds tracked by Wall St. Rank held iShares Gold Trust as of Q3 2025.

Based on Guerra Advisors's 13F filing for Q3 2025, filed 4 Nov 2025.