MAS Advisors’s iShares Gold Trust IAU Stock Holding History

MAS Advisors’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 Q3	$1.55M	Sell	21,291 -600	-3%	-$39.1K	2.45%	12
2025 Q2	$1.37M	Buy	+21,891	New	+$1.36M	2.23%	12

Other funds holding IAU

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $12.8B AUM 19.73% 1-Year Est. Return

MAS Advisors's IAU Position: Q3 2025 in Review

MAS Advisors reduced its iShares Gold Trust (IAU) stake by 2.7% in Q3 2025, selling an estimated $39.1K and leaving 21,291 shares worth $1.55M. The position accounts for 2.45% of the portfolio, ranked #12.

MAS Advisors first reported a position in IAU in Q2 2025 and has held it in 2 quarters since. 1,705 funds tracked by Wall St. Rank hold IAU as of Q3 2025.

MAS Advisors held 21,291 shares of iShares Gold Trust worth $1.55M as of Q3 2025.
MAS Advisors sold 600 iShares Gold Trust shares in Q3 2025, an estimated $39.1K.
iShares Gold Trust made up 2.45% of MAS Advisors's portfolio in Q3 2025, its #12 holding.
MAS Advisors first reported a position in iShares Gold Trust in Q2 2025 and has held it in 2 quarters since.
1,705 funds tracked by Wall St. Rank held iShares Gold Trust as of Q3 2025.

Based on MAS Advisors's 13F filing for Q3 2025, filed 28 Oct 2025.