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Marcum Wealth’s iShares Gold Trust IAU Stock Holding History

Marcum Wealth’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 		$427K Hold
7,250
– – 0.04% 212
2024
Q4 		$359K Buy
+7,250
New +$364K 0.03% 247
2024
Q1 		– Sell
-5,898
Closed -$230K – 403
2023
Q4 		$230K Buy
+5,898
New +$221K 0.02% 308

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

Marcum Wealth's IAU Position: Q1 2025 in Review

Marcum Wealth held its iShares Gold Trust (IAU) position steady in Q1 2025 at 7,250 shares worth $427K. The position accounts for 0.04% of the portfolio, ranked #212.

Marcum Wealth first reported a position in IAU in Q4 2023 and has held it in 3 quarters since. 1,544 funds tracked by Wall St. Rank hold IAU as of Q1 2025.

  • Marcum Wealth held 7,250 shares of iShares Gold Trust worth $427K as of Q1 2025.
  • Marcum Wealth left its iShares Gold Trust share count unchanged in Q1 2025.
  • iShares Gold Trust made up 0.04% of Marcum Wealth's portfolio in Q1 2025, its #212 holding.
  • Marcum Wealth first reported a position in iShares Gold Trust in Q4 2023 and has held it in 3 quarters since.
  • 1,544 funds tracked by Wall St. Rank held iShares Gold Trust as of Q1 2025.

Based on Marcum Wealth's 13F filing for Q1 2025, filed 2 Apr 2025.