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High Falls Advisors’s iShares Gold Trust IAU Stock Holding History

High Falls 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 		$9.98M Sell
122,904
-2,073
-2% -$162K 2.02% 17
2025
Q3 		$9.09M Buy
124,977
+41,020
+49% +$2.68M 1.87% 17
2025
Q2 		$5.24M Sell
83,957
-33,294
-28% -$2.06M 1.16% 21
2025
Q1 		$6.91M Buy
117,251
+56,923
+94% +$3.08M 1.62% 18
2024
Q4 		$2.99M Buy
+60,328
New +$3.03M 0.69% 23

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

High Falls Advisors's IAU Position: Q4 2025 in Review

High Falls Advisors reduced its iShares Gold Trust (IAU) stake by 1.7% in Q4 2025, selling an estimated $162K and leaving 122,904 shares worth $9.98M. The position accounts for 2.02% of the portfolio, ranked #17.

High Falls Advisors first reported a position in IAU in Q4 2024 and has held it in 5 quarters since. 1,921 funds tracked by Wall St. Rank hold IAU as of Q4 2025.

  • High Falls Advisors held 122,904 shares of iShares Gold Trust worth $9.98M as of Q4 2025.
  • High Falls Advisors sold 2,073 iShares Gold Trust shares in Q4 2025, an estimated $162K.
  • iShares Gold Trust made up 2.02% of High Falls Advisors's portfolio in Q4 2025, its #17 holding.
  • High Falls Advisors first reported a position in iShares Gold Trust in Q4 2024 and has held it in 5 quarters since.
  • 1,921 funds tracked by Wall St. Rank held iShares Gold Trust as of Q4 2025.

Based on High Falls Advisors's 13F filing for Q4 2025, filed 18 Feb 2026.