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Lord & Richards Wealth Management’s iShares Gold Trust IAU Stock Holding History

Lord & Richards 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
Q2 		– Sell
-1,216
Closed -$71.7K – 94
2025
Q1 		$71.7K Buy
+1,216
New +$65.8K 0.08% 82

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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 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

Lord & Richards Wealth Management's IAU Position: Q2 2025 in Review

Lord & Richards Wealth Management sold out of iShares Gold Trust (IAU) in Q2 2025, closing a stake of 1,216 shares — an estimated $71.7K sold.

Lord & Richards Wealth Management first reported a position in IAU in Q1 2025 and held it in 1 quarter. The position peaked at $71.7K in Q1 2025. 1,589 funds tracked by Wall St. Rank hold IAU as of Q2 2025.

  • Lord & Richards Wealth Management reported no remaining iShares Gold Trust position as of Q2 2025 after selling out during the quarter.
  • Lord & Richards Wealth Management sold 1,216 iShares Gold Trust shares in Q2 2025, an estimated $71.7K.
  • Lord & Richards Wealth Management first reported a position in iShares Gold Trust in Q1 2025 and held it in 1 quarter.
  • Lord & Richards Wealth Management's iShares Gold Trust position peaked at $71.7K in Q1 2025.
  • 1,589 funds tracked by Wall St. Rank held iShares Gold Trust as of Q2 2025.

Based on Lord & Richards Wealth Management's 13F filing for Q2 2025, filed 5 Aug 2025.