Hendershot Investments’s iShares Gold Trust IAU Stock Holding History

Hendershot Investments’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	-2,850	Closed	-$207K	–	127
2025 Q3	$207K	Buy	+2,850	New	+$186K	0.03%	117

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 $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 $530B AUM 22.01% 1-Year Est. Return

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

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

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

Hendershot Investments's IAU Position: Q4 2025 in Review

Hendershot Investments sold out of iShares Gold Trust (IAU) in Q4 2025, closing a stake of 2,850 shares — an estimated $207K sold.

Hendershot Investments first reported a position in IAU in Q3 2025 and held it in 1 quarter. The position peaked at $207K in Q3 2025. 1,924 funds tracked by Wall St. Rank hold IAU as of Q4 2025.

Hendershot Investments reported no remaining iShares Gold Trust position as of Q4 2025 after selling out during the quarter.
Hendershot Investments sold 2,850 iShares Gold Trust shares in Q4 2025, an estimated $207K.
Hendershot Investments first reported a position in iShares Gold Trust in Q3 2025 and held it in 1 quarter.
Hendershot Investments's iShares Gold Trust position peaked at $207K in Q3 2025.
1,924 funds tracked by Wall St. Rank held iShares Gold Trust as of Q4 2025.

Based on Hendershot Investments's 13F filing for Q4 2025, filed 26 Jan 2026.