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Isthmus Partners’s iShares Gold Trust IAU Stock Holding History

Isthmus Partners’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
-6,400
Closed -$466K – 218
2025
Q3 		$466K Sell
6,400
-3,120
-33% -$204K 0.1% 79
2025
Q2 		$594K Hold
9,520
– – 0.07% 134
2025
Q1 		$561K Hold
9,520
– – 0.07% 136
2024
Q4 		$471K Buy
+9,520
New +$478K 0.06% 148

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 $424B AUM 22.94% 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 $303B AUM 53.02% 1-Year Est. Return

Isthmus Partners's IAU Position: Q4 2025 in Review

Isthmus Partners sold out of iShares Gold Trust (IAU) in Q4 2025, closing a stake of 6,400 shares — an estimated $466K sold.

Isthmus Partners first reported a position in IAU in Q4 2024 and held it in 4 quarters. The position peaked at $594K in Q2 2025. 1,924 funds tracked by Wall St. Rank hold IAU as of Q4 2025.

  • Isthmus Partners reported no remaining iShares Gold Trust position as of Q4 2025 after selling out during the quarter.
  • Isthmus Partners sold 6,400 iShares Gold Trust shares in Q4 2025, an estimated $466K.
  • Isthmus Partners first reported a position in iShares Gold Trust in Q4 2024 and held it in 4 quarters.
  • Isthmus Partners's iShares Gold Trust position peaked at $594K in Q2 2025.
  • 1,924 funds tracked by Wall St. Rank held iShares Gold Trust as of Q4 2025.

Based on Isthmus Partners's 13F filing for Q4 2025, filed 5 Feb 2026.