Horan Capital Advisors’s iShares Gold Trust IAU Stock Holding History

Horan Capital 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 Q1	$889K	Hold	15,085	–	–	0.3%	59
2024 Q4	$747K	Hold	15,085	–	–	0.25%	59
2024 Q3	$750K	Hold	15,085	–	–	0.25%	62
2024 Q2	$663K	Hold	15,085	–	–	0.23%	65
2024 Q1	$634K	Hold	15,085	–	–	0.23%	66
2023 Q4	$589K	Hold	15,085	–	–	0.22%	69
2023 Q3	$528K	Hold	15,085	–	–	0.21%	69
2023 Q2	$549K	Hold	15,085	–	–	0.21%	69
2023 Q1	$564K	Hold	15,085	–	–	0.23%	66
2022 Q4	$522K	Hold	15,085	–	–	0.23%	65
2022 Q3	$476K	Hold	15,085	–	–	0.23%	64
2022 Q2	$518K	Hold	15,085	–	–	0.24%	64
2022 Q1	$556K	Hold	15,085	–	–	0.22%	66
2021 Q4	$525K	Sell	15,085 -117	-0.8%	-$4K	0.21%	63
2021 Q3	$508K	Buy	15,202 +117	+0.8%	+$3.99K	0.22%	60
2021 Q2	$509K	Hold	15,085	–	–	0.23%	59
2021 Q1	$491K	Hold	15,085	–	–	0.24%	62
2020 Q4	$547K	Buy	+15,085	New	+$540K	0.28%	59

Other funds holding IAU

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

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

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

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return

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

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

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

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Horan Capital Advisors's IAU Position: Q1 2025 in Review

Horan Capital Advisors held its iShares Gold Trust (IAU) position steady in Q1 2025 at 15,085 shares worth $889K. The position accounts for 0.3% of the portfolio, ranked #59.

Horan Capital Advisors first reported a position in IAU in Q4 2020 and has held it in 18 quarters since. 1,544 funds tracked by Wall St. Rank hold IAU as of Q1 2025.

Horan Capital Advisors held 15,085 shares of iShares Gold Trust worth $889K as of Q1 2025.
Horan Capital Advisors left its iShares Gold Trust share count unchanged in Q1 2025.
iShares Gold Trust made up 0.3% of Horan Capital Advisors's portfolio in Q1 2025, its #59 holding.
Horan Capital Advisors first reported a position in iShares Gold Trust in Q4 2020 and has held it in 18 quarters since.
1,544 funds tracked by Wall St. Rank held iShares Gold Trust as of Q1 2025.

Based on Horan Capital Advisors's 13F filing for Q1 2025, filed 7 May 2025.