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Lane & Associates’s iShares Gold Trust IAU Stock Holding History

Lane & 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
Q1 		$569K Buy
9,647
+2,960
+44% +$160K 0.31% 56
2024
Q4 		$354K Buy
+6,687
New +$336K 0.18% 91

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 $175B AUM 40.63% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 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

Lane & Associates's IAU Position: Q1 2025 in Review

Lane & Associates increased its iShares Gold Trust (IAU) stake by 44% in Q1 2025, buying an estimated $160K and bringing the position to 9,647 shares worth $569K. The position accounts for 0.31% of the portfolio, ranked #56.

Lane & Associates first reported a position in IAU in Q4 2024 and has held it in 2 quarters since. 1,544 funds tracked by Wall St. Rank hold IAU as of Q1 2025.

  • Lane & Associates held 9,647 shares of iShares Gold Trust worth $569K as of Q1 2025.
  • Lane & Associates bought 2,960 iShares Gold Trust shares in Q1 2025, an estimated $160K.
  • iShares Gold Trust made up 0.31% of Lane & Associates's portfolio in Q1 2025, its #56 holding.
  • Lane & Associates first reported a position in iShares Gold Trust in Q4 2024 and has held it in 2 quarters since.
  • 1,544 funds tracked by Wall St. Rank held iShares Gold Trust as of Q1 2025.

Based on Lane & Associates's 13F filing for Q1 2025, filed 1 May 2025.