My Personal CFO LLC’s iShares Gold Trust IAU Stock Holding History

My Personal CFO LLC’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	-2,812	Closed	-$205K	–	127
2025 Q3	$205K	Buy	+2,812	New	+$183K	0.08%	93

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 $374B AUM 17.66% 1-Year Est. Return

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

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

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

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

My Personal CFO LLC's IAU Position: Q4 2025 in Review

My Personal CFO LLC sold out of iShares Gold Trust (IAU) in Q4 2025, closing a stake of 2,812 shares — an estimated $205K sold.

My Personal CFO LLC first reported a position in IAU in Q3 2025 and held it in 1 quarter. The position peaked at $205K in Q3 2025. 1,922 funds tracked by Wall St. Rank hold IAU as of Q4 2025.

My Personal CFO LLC reported no remaining iShares Gold Trust position as of Q4 2025 after selling out during the quarter.
My Personal CFO LLC sold 2,812 iShares Gold Trust shares in Q4 2025, an estimated $205K.
My Personal CFO LLC first reported a position in iShares Gold Trust in Q3 2025 and held it in 1 quarter.
My Personal CFO LLC's iShares Gold Trust position peaked at $205K in Q3 2025.
1,922 funds tracked by Wall St. Rank held iShares Gold Trust as of Q4 2025.

Based on My Personal CFO LLC's 13F filing for Q4 2025, filed 15 Jan 2026.