Litman Gregory Wealth Management’s iShares Gold Trust IAU Stock Holding History

Litman Gregory 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 Q4	$23.3K	Buy	+287	New	+$22.4K	﹤0.01%	265
2023 Q2	–	Sell	-36,075	Closed	-$1.35M	–	95
2023 Q1	$1.35M	Buy	+36,075	New	+$1.29M	0.5%	13
2021 Q2	–	Sell	-1,098	Closed	-$36K	–	115
2021 Q1	$36K	Buy	1,098 +63	+6%	+$2.15K	0.01%	111
2020 Q4	$38K	Hold	1,035	–	–	0.01%	107
2020 Q3	$37K	Hold	1,035	–	–	0.01%	104
2020 Q2	$35K	Hold	1,035	–	–	0.01%	102
2020 Q1	$31K	Sell	1,035 -605	-37%	-$18.3K	0.01%	97
2019 Q4	$48K	Buy	+1,640	New	+$46.5K	0.01%	94
2016 Q2	–	Sell	-2,928	Closed	-$70K	–	35
2016 Q1	$70K	Sell	2,928 -59,799	-95%	-$1.37M	0.06%	30
2015 Q4	$1.28M	Buy	+62,727	New	+$1.34M	0.92%	16

Other funds holding IAU

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Litman Gregory Wealth Management's IAU Position: Q4 2025 in Review

Litman Gregory Wealth Management opened a new position in iShares Gold Trust (IAU) in Q4 2025: 287 shares worth $23.3K. The stake represents ﹤0.01% of the portfolio and ranks #265 among its holdings. This is a return to the name: Litman Gregory Wealth Management previously reported a position in IAU as recently as Q1 2023.

Litman Gregory Wealth Management first reported a position in IAU in Q4 2015 and has held it in 10 quarters since. The position peaked at $1.35M in Q1 2023. 1,928 funds tracked by Wall St. Rank hold IAU as of Q4 2025.

Litman Gregory Wealth Management held 287 shares of iShares Gold Trust worth $23.3K as of Q4 2025.
iShares Gold Trust was a new Litman Gregory Wealth Management position in Q4 2025.
iShares Gold Trust made up ﹤0.01% of Litman Gregory Wealth Management's portfolio in Q4 2025, its #265 holding.
Litman Gregory Wealth Management first reported a position in iShares Gold Trust in Q4 2015 and has held it in 10 quarters since.
Litman Gregory Wealth Management's iShares Gold Trust position peaked at $1.35M in Q1 2023.
1,928 funds tracked by Wall St. Rank held iShares Gold Trust as of Q4 2025.

Based on Litman Gregory Wealth Management's 13F filing for Q4 2025, filed 12 Feb 2026.