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NDVR Inc’s iShares Gold Trust IAU Stock Holding History

NDVR Inc’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 		$358K Hold
4,408
– – 0.3% 34
2025
Q3 		$321K Hold
4,408
– – 0.27% 54
2025
Q2 		$275K Hold
4,408
– – 0.26% 71
2025
Q1 		$260K Buy
+4,408
New +$238K 0.27% 73
2024
Q3 		– Sell
-4,674
Closed -$205K – 109
2024
Q2 		$205K Buy
+4,674
New +$207K 0.21% 86

Other funds holding IAU

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return

NDVR Inc's IAU Position: Q4 2025 in Review

NDVR Inc held its iShares Gold Trust (IAU) position steady in Q4 2025 at 4,408 shares worth $358K. The position accounts for 0.3% of the portfolio, ranked #34.

NDVR Inc first reported a position in IAU in Q2 2024 and has held it in 5 quarters since. 1,921 funds tracked by Wall St. Rank hold IAU as of Q4 2025.

  • NDVR Inc held 4,408 shares of iShares Gold Trust worth $358K as of Q4 2025.
  • NDVR Inc left its iShares Gold Trust share count unchanged in Q4 2025.
  • iShares Gold Trust made up 0.3% of NDVR Inc's portfolio in Q4 2025, its #34 holding.
  • NDVR Inc first reported a position in iShares Gold Trust in Q2 2024 and has held it in 5 quarters since.
  • 1,921 funds tracked by Wall St. Rank held iShares Gold Trust as of Q4 2025.

Based on NDVR Inc's 13F filing for Q4 2025, filed 12 Feb 2026.