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Heritage Financial Services’s iShares Gold Trust IAU Stock Holding History

Heritage Financial Services’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 		$499K Sell
6,146
-4,919
-44% -$385K 0.04% 72
2025
Q3 		$805K Buy
+11,065
New +$722K 0.07% 53
2022
Q3 		– Sell
-1,177
Closed -$40K – 248
2022
Q2 		$40K Buy
+1,177
New +$41.9K 0.02% 182

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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return

Heritage Financial Services's IAU Position: Q4 2025 in Review

Heritage Financial Services reduced its iShares Gold Trust (IAU) stake by 44% in Q4 2025, selling an estimated $385K and leaving 6,146 shares worth $499K. The position accounts for 0.04% of the portfolio, ranked #72.

Heritage Financial Services first reported a position in IAU in Q2 2022 and has held it in 3 quarters since. The position peaked at $805K in Q3 2025. 1,921 funds tracked by Wall St. Rank hold IAU as of Q4 2025.

  • Heritage Financial Services held 6,146 shares of iShares Gold Trust worth $499K as of Q4 2025.
  • Heritage Financial Services sold 4,919 iShares Gold Trust shares in Q4 2025, an estimated $385K.
  • iShares Gold Trust made up 0.04% of Heritage Financial Services's portfolio in Q4 2025, its #72 holding.
  • Heritage Financial Services first reported a position in iShares Gold Trust in Q2 2022 and has held it in 3 quarters since.
  • Heritage Financial Services's iShares Gold Trust position peaked at $805K in Q3 2025.
  • 1,921 funds tracked by Wall St. Rank held iShares Gold Trust as of Q4 2025.

Based on Heritage Financial Services's 13F filing for Q4 2025, filed 2 Feb 2026.