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Investors Research Corp’s iShares Gold Trust IAU Stock Holding History

Investors Research Corp’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
-68
Closed -$4.95K – 868
2025
Q3 		$4.95K Buy
68
+55
+423% +$3.59K ﹤0.01% 719
2025
Q2 		$811 Sell
13
-322
-96% -$20K ﹤0.01% 872
2025
Q1 		$19.8K Hold
335
– – ﹤0.01% 586
2024
Q4 		$16.6K Hold
335
– – ﹤0.01% 619
2024
Q3 		$16.6K Hold
335
– – ﹤0.01% 630
2024
Q2 		$14.7K Sell
335
-81
-19% -$3.58K ﹤0.01% 668
2024
Q1 		$17.5K Sell
416
-97
-19% -$3.8K ﹤0.01% 638
2023
Q4 		$20K Sell
513
-27
-5% -$1.01K ﹤0.01% 634
2023
Q3 		$18.9K Hold
540
– – ﹤0.01% 651
2023
Q2 		$19.7K Hold
540
– – 0.01% 664
2023
Q1 		$20.2K Buy
540
+10
+2% +$359 0.01% 671
2022
Q4 		$18.3K Hold
530
– – 0.01% 682
2022
Q3 		$17K Hold
530
– – 0.01% 675
2022
Q2 		$18K Buy
530
+9
+2% +$320 0.01% 674
2022
Q1 		$19K Hold
521
– – 0.01% 661
2021
Q4 		$18K Hold
521
– – 0.01% 682
2021
Q3 		$17K Buy
521
+100
+24% +$3.41K 0.01% 700
2021
Q2 		$14K Buy
421
+98
+30% +$3.39K ﹤0.01% 727
2021
Q1 		$10K Sell
323
-1,425
-82% -$48.7K ﹤0.01% 776
2020
Q4 		$63K Hold
1,748
– – 0.02% 493
2020
Q3 		$63K Hold
1,748
– – 0.03% 462
2020
Q2 		$59K Hold
1,748
– – 0.03% 452
2020
Q1 		$53K Hold
1,748
– – 0.03% 435
2019
Q4 		$51K Buy
1,748
+323
+23% +$9.16K 0.02% 519
2019
Q3 		$40K Hold
1,425
– – 0.02% 552
2019
Q2 		$38K Hold
1,425
– – 0.02% 546
2019
Q1 		$35K Buy
+1,425
New +$35.6K 0.02% 554

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

Investors Research Corp's IAU Position: Q4 2025 in Review

Investors Research Corp sold out of iShares Gold Trust (IAU) in Q4 2025, closing a stake of 68 shares — an estimated $4.95K sold.

Investors Research Corp first reported a position in IAU in Q1 2019 and held it in 27 quarters. The position peaked at $63K in Q4 2020. 1,921 funds tracked by Wall St. Rank hold IAU as of Q4 2025.

  • Investors Research Corp reported no remaining iShares Gold Trust position as of Q4 2025 after selling out during the quarter.
  • Investors Research Corp sold 68 iShares Gold Trust shares in Q4 2025, an estimated $4.95K.
  • Investors Research Corp first reported a position in iShares Gold Trust in Q1 2019 and held it in 27 quarters.
  • Investors Research Corp's iShares Gold Trust position peaked at $63K in Q4 2020.
  • 1,921 funds tracked by Wall St. Rank held iShares Gold Trust as of Q4 2025.

Based on Investors Research Corp's 13F filing for Q4 2025, filed 6 Jan 2026.