IMPACTfolio’s iShares Gold Trust IAU Stock Holding History

IMPACTfolio’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 Q3	–	Sell	-41,334	Closed	-$2.58M	–	41
2025 Q2	$2.58M	Sell	41,334 -5,584	-12%	-$346K	1.22%	11
2025 Q1	$2.77M	Buy	+46,918	New	+$2.54M	1.45%	10

Other funds holding IAU

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 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

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

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

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

WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $12.8B AUM 19.73% 1-Year Est. Return

IMPACTfolio's IAU Position: Q3 2025 in Review

IMPACTfolio sold out of iShares Gold Trust (IAU) in Q3 2025, closing a stake of 41,334 shares — an estimated $2.58M sold.

IMPACTfolio first reported a position in IAU in Q1 2025 and held it in 2 quarters. The position peaked at $2.77M in Q1 2025. 1,709 funds tracked by Wall St. Rank hold IAU as of Q3 2025.

IMPACTfolio reported no remaining iShares Gold Trust position as of Q3 2025 after selling out during the quarter.
IMPACTfolio sold 41,334 iShares Gold Trust shares in Q3 2025, an estimated $2.58M.
IMPACTfolio first reported a position in iShares Gold Trust in Q1 2025 and held it in 2 quarters.
IMPACTfolio's iShares Gold Trust position peaked at $2.77M in Q1 2025.
1,709 funds tracked by Wall St. Rank held iShares Gold Trust as of Q3 2025.

Based on IMPACTfolio's 13F filing for Q3 2025, filed 3 Oct 2025.