Lowe Brockenbrough & Co’s iShares Gold Trust IAU Stock Holding History

Lowe Brockenbrough & Co’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	-8,188	Closed	-$596K	–	338
2025 Q3	$596K	Buy	8,188 +25	+0.3%	+$1.63K	0.03%	207
2025 Q2	$509K	Sell	8,163 -350	-4%	-$21.7K	0.03%	220
2025 Q1	$502K	Hold	8,513	–	–	0.03%	212
2024 Q4	$421K	Hold	8,513	–	–	0.03%	225
2024 Q3	$423K	Hold	8,513	–	–	0.03%	225
2024 Q2	$374K	Hold	8,513	–	–	0.02%	230
2024 Q1	$358K	Hold	8,513	–	–	0.02%	233
2023 Q4	$332K	Hold	8,513	–	–	0.03%	232
2023 Q3	$298K	Hold	8,513	–	–	0.02%	241
2023 Q2	$310K	Hold	8,513	–	–	0.02%	243
2023 Q1	$318K	Sell	8,513 -2,875	-25%	-$103K	0.03%	235
2022 Q4	$394K	Hold	11,388	–	–	0.03%	222
2022 Q3	$359K	Hold	11,388	–	–	0.03%	215
2022 Q2	$391K	Hold	11,388	–	–	0.03%	217
2022 Q1	$419K	Buy	+11,388	New	+$407K	0.03%	221
2021 Q4	–	Sell	-11,388	Closed	-$380K	–	262
2021 Q3	$380K	Buy	+11,388	New	+$388K	0.03%	227

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

Lowe Brockenbrough & Co's IAU Position: Q4 2025 in Review

Lowe Brockenbrough & Co sold out of iShares Gold Trust (IAU) in Q4 2025, closing a stake of 8,188 shares — an estimated $596K sold.

Lowe Brockenbrough & Co first reported a position in IAU in Q3 2021 and held it in 16 quarters. The position peaked at $596K in Q3 2025. 1,928 funds tracked by Wall St. Rank hold IAU as of Q4 2025.

Lowe Brockenbrough & Co reported no remaining iShares Gold Trust position as of Q4 2025 after selling out during the quarter.
Lowe Brockenbrough & Co sold 8,188 iShares Gold Trust shares in Q4 2025, an estimated $596K.
Lowe Brockenbrough & Co first reported a position in iShares Gold Trust in Q3 2021 and held it in 16 quarters.
Lowe Brockenbrough & Co's iShares Gold Trust position peaked at $596K in Q3 2025.
1,928 funds tracked by Wall St. Rank held iShares Gold Trust as of Q4 2025.

Based on Lowe Brockenbrough & Co's 13F filing for Q4 2025, filed 11 Feb 2026.