HFS
IAU icon

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

Hopwood 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 		– Sell
-57
Closed -$4.15K – 169
2025
Q3 		$4.15K Hold
57
– – ﹤0.01% 286
2025
Q2 		$3.56K Hold
57
– – ﹤0.01% 267
2025
Q1 		$3.36K Hold
57
– – ﹤0.01% 277
2024
Q4 		$2.82K Buy
+57
New +$2.86K ﹤0.01% 294

Other funds holding IAU

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return

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

Hopwood Financial Services sold out of iShares Gold Trust (IAU) in Q4 2025, closing a stake of 57 shares — an estimated $4.15K sold.

Hopwood Financial Services first reported a position in IAU in Q4 2024 and held it in 4 quarters. The position peaked at $4.15K in Q3 2025. 1,935 funds tracked by Wall St. Rank hold IAU as of Q4 2025.

  • Hopwood Financial Services reported no remaining iShares Gold Trust position as of Q4 2025 after selling out during the quarter.
  • Hopwood Financial Services sold 57 iShares Gold Trust shares in Q4 2025, an estimated $4.15K.
  • Hopwood Financial Services first reported a position in iShares Gold Trust in Q4 2024 and held it in 4 quarters.
  • Hopwood Financial Services's iShares Gold Trust position peaked at $4.15K in Q3 2025.
  • 1,935 funds tracked by Wall St. Rank held iShares Gold Trust as of Q4 2025.

Based on Hopwood Financial Services's 13F filing for Q4 2025, filed 16 Jan 2026.