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Koesten Hirschmann & Crabtree’s iShares Gold Trust IAU Stock Holding History

Koesten Hirschmann & Crabtree’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
-1,370
Closed -$99.7K – 119
2025
Q3 		$99.7K Hold
1,370
– – 0.05% 60
2025
Q2 		$85.4K Hold
1,370
– – 0.04% 63
2025
Q1 		$80.8K Buy
+1,370
New +$74.1K 0.05% 65

Other funds holding IAU

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Koesten Hirschmann & Crabtree's IAU Position: Q4 2025 in Review

Koesten Hirschmann & Crabtree sold out of iShares Gold Trust (IAU) in Q4 2025, closing a stake of 1,370 shares — an estimated $99.7K sold.

Koesten Hirschmann & Crabtree first reported a position in IAU in Q1 2025 and held it in 3 quarters. The position peaked at $99.7K in Q3 2025. 1,928 funds tracked by Wall St. Rank hold IAU as of Q4 2025.

  • Koesten Hirschmann & Crabtree reported no remaining iShares Gold Trust position as of Q4 2025 after selling out during the quarter.
  • Koesten Hirschmann & Crabtree sold 1,370 iShares Gold Trust shares in Q4 2025, an estimated $99.7K.
  • Koesten Hirschmann & Crabtree first reported a position in iShares Gold Trust in Q1 2025 and held it in 3 quarters.
  • Koesten Hirschmann & Crabtree's iShares Gold Trust position peaked at $99.7K in Q3 2025.
  • 1,928 funds tracked by Wall St. Rank held iShares Gold Trust as of Q4 2025.

Based on Koesten Hirschmann & Crabtree's 13F filing for Q4 2025, filed 9 Feb 2026.