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Kathleen S. Wright Associates’s iShares Gold Trust IAU Stock Holding History

Kathleen S. Wright Associates’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 		$484K Hold
6,649
– – 0.18% 76
2025
Q2 		$415K Buy
6,649
+924
+16% +$57.3K 0.16% 81
2025
Q1 		$338K Sell
5,725
-100
-2% -$5.41K 0.14% 89
2024
Q4 		$288K Buy
5,825
+110
+2% +$5.53K 0.12% 96
2024
Q3 		$284K Hold
5,715
– – 0.12% 99
2024
Q2 		$251K Sell
5,715
-150
-3% -$6.63K 0.12% 99
2024
Q1 		$246K Buy
+5,865
New +$230K 0.12% 96

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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $154B AUM 29.96% 1-Year Est. Return
WI
WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $11.5B AUM 18.72% 1-Year Est. Return

Kathleen S. Wright Associates's IAU Position: Q3 2025 in Review

Kathleen S. Wright Associates held its iShares Gold Trust (IAU) position steady in Q3 2025 at 6,649 shares worth $484K. The position accounts for 0.18% of the portfolio, ranked #76.

Kathleen S. Wright Associates first reported a position in IAU in Q1 2024 and has held it in 7 quarters since. 1,704 funds tracked by Wall St. Rank hold IAU as of Q3 2025.

  • Kathleen S. Wright Associates held 6,649 shares of iShares Gold Trust worth $484K as of Q3 2025.
  • Kathleen S. Wright Associates left its iShares Gold Trust share count unchanged in Q3 2025.
  • iShares Gold Trust made up 0.18% of Kathleen S. Wright Associates's portfolio in Q3 2025, its #76 holding.
  • Kathleen S. Wright Associates first reported a position in iShares Gold Trust in Q1 2024 and has held it in 7 quarters since.
  • 1,704 funds tracked by Wall St. Rank held iShares Gold Trust as of Q3 2025.

Based on Kathleen S. Wright Associates's 13F filing for Q3 2025, filed 10 Oct 2025.