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JP Wealth Management’s iShares Gold Trust IAU Stock Holding History

JP 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 		– Sell
-130,376
Closed -$7.69M – 16
2025
Q1 		$7.69M Sell
130,376
-4,606
-3% -$249K 6.19% 7
2024
Q4 		$6.68M Buy
+134,982
New +$6.78M 4.91% 8

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

JP Wealth Management's IAU Position: Q2 2025 in Review

JP Wealth Management sold out of iShares Gold Trust (IAU) in Q2 2025, closing a stake of 130,376 shares — an estimated $7.69M sold.

JP Wealth Management first reported a position in IAU in Q4 2024 and held it in 2 quarters. The position peaked at $7.69M in Q1 2025. 1,588 funds tracked by Wall St. Rank hold IAU as of Q2 2025.

  • JP Wealth Management reported no remaining iShares Gold Trust position as of Q2 2025 after selling out during the quarter.
  • JP Wealth Management sold 130,376 iShares Gold Trust shares in Q2 2025, an estimated $7.69M.
  • JP Wealth Management first reported a position in iShares Gold Trust in Q4 2024 and held it in 2 quarters.
  • JP Wealth Management's iShares Gold Trust position peaked at $7.69M in Q1 2025.
  • 1,588 funds tracked by Wall St. Rank held iShares Gold Trust as of Q2 2025.

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