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Iron Horse Wealth Management’s iShares Gold Trust IAU Stock Holding History

Iron Horse Wealth Management’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
Q2 		$10.5K Hold
169
– – ﹤0.01% 270
2025
Q1 		$9.96K Hold
169
– – ﹤0.01% 276
2024
Q4 		$8.37K Hold
169
– – ﹤0.01% 259
2024
Q3 		$8.4K Hold
169
– – ﹤0.01% 253
2024
Q2 		$7.42K Buy
+169
New +$7.47K ﹤0.01% 242

Other funds holding IAU

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $154B AUM 29.96% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 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
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Iron Horse Wealth Management's IAU Position: Q2 2025 in Review

Iron Horse Wealth Management held its iShares Gold Trust (IAU) position steady in Q2 2025 at 169 shares worth $10.5K. The position accounts for ﹤0.01% of the portfolio, ranked #270.

Iron Horse Wealth Management first reported a position in IAU in Q2 2024 and has held it in 5 quarters since. 1,588 funds tracked by Wall St. Rank hold IAU as of Q2 2025.

  • Iron Horse Wealth Management held 169 shares of iShares Gold Trust worth $10.5K as of Q2 2025.
  • Iron Horse Wealth Management left its iShares Gold Trust share count unchanged in Q2 2025.
  • iShares Gold Trust made up ﹤0.01% of Iron Horse Wealth Management's portfolio in Q2 2025, its #270 holding.
  • Iron Horse Wealth Management first reported a position in iShares Gold Trust in Q2 2024 and has held it in 5 quarters since.
  • 1,588 funds tracked by Wall St. Rank held iShares Gold Trust as of Q2 2025.

Based on Iron Horse Wealth Management's 13F filing for Q2 2025, filed 22 Jul 2025.