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Lee, Danner & Bass’s iShares Gold Trust IAU Stock Holding History

Lee, Danner & Bass’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 		– Sell
-1,599
Closed -$79.2K – 448
2024
Q4 		$79.2K Buy
+1,599
New +$80.3K 0.01% 301

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
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

Lee, Danner & Bass's IAU Position: Q1 2025 in Review

Lee, Danner & Bass sold out of iShares Gold Trust (IAU) in Q1 2025, closing a stake of 1,599 shares — an estimated $79.2K sold.

Lee, Danner & Bass first reported a position in IAU in Q4 2024 and held it in 1 quarter. The position peaked at $79.2K in Q4 2024. 1,544 funds tracked by Wall St. Rank hold IAU as of Q1 2025.

  • Lee, Danner & Bass reported no remaining iShares Gold Trust position as of Q1 2025 after selling out during the quarter.
  • Lee, Danner & Bass sold 1,599 iShares Gold Trust shares in Q1 2025, an estimated $79.2K.
  • Lee, Danner & Bass first reported a position in iShares Gold Trust in Q4 2024 and held it in 1 quarter.
  • Lee, Danner & Bass's iShares Gold Trust position peaked at $79.2K in Q4 2024.
  • 1,544 funds tracked by Wall St. Rank held iShares Gold Trust as of Q1 2025.

Based on Lee, Danner & Bass's 13F filing for Q1 2025, filed 29 Apr 2025.