McClarren Financial Advisors’s iShares Gold Trust IAU Stock Holding History

McClarren Financial 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 Q1	–	Sell	-1,500	Closed	-$74K	–	321
2024 Q4	$74K	Buy	+1,500	New	+$75.4K	0.21%	65
2024 Q3	–	Sell	-43	Closed	-$65K	–	290
2024 Q2	$65K	Sell	43 -1,457	-97%	-$64.4K	0.05%	129
2024 Q1	$64K	Hold	1,500	–	–	0.05%	128
2023 Q4	$59K	Hold	1,500	–	–	0.04%	142
2023 Q3	$52K	Hold	1,500	–	–	0.05%	141
2023 Q2	$54K	Hold	1,500	–	–	0.04%	146
2023 Q1	$56K	Hold	1,500	–	–	0.05%	132
2022 Q4	$51K	Hold	1,500	–	–	0.05%	143
2022 Q3	$47K	Buy	+1,500	New	+$49.2K	0.05%	134

Other funds holding IAU

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

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

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

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $154B AUM 29.96% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return

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

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

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

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

McClarren Financial Advisors's IAU Position: Q1 2025 in Review

McClarren Financial Advisors sold out of iShares Gold Trust (IAU) in Q1 2025, closing a stake of 1,500 shares — an estimated $74K sold.

McClarren Financial Advisors first reported a position in IAU in Q3 2022 and held it in 9 quarters. The position peaked at $74K in Q4 2024. 1,544 funds tracked by Wall St. Rank hold IAU as of Q1 2025.

McClarren Financial Advisors reported no remaining iShares Gold Trust position as of Q1 2025 after selling out during the quarter.
McClarren Financial Advisors sold 1,500 iShares Gold Trust shares in Q1 2025, an estimated $74K.
McClarren Financial Advisors first reported a position in iShares Gold Trust in Q3 2022 and held it in 9 quarters.
McClarren Financial Advisors's iShares Gold Trust position peaked at $74K in Q4 2024.
1,544 funds tracked by Wall St. Rank held iShares Gold Trust as of Q1 2025.

Based on McClarren Financial Advisors's 13F filing for Q1 2025, filed 9 May 2025.