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New Millennium Group’s iShares Gold Trust IAU Stock Holding History

New Millennium Group’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 		$852K Buy
10,502
+642
+7% +$50.2K 0.37% 33
2025
Q3 		$718K Buy
9,860
+8,799
+829% +$574K 0.33% 37
2025
Q2 		$66.2K Sell
1,061
-93,623
-99% -$5.8M 0.04% 83
2025
Q1 		$5.58M Buy
94,684
+93,220
+6,367% +$5.04M 3.66% 7
2024
Q4 		$72.5K Sell
1,464
-92,963
-98% -$4.67M 0.04% 77
2024
Q3 		$4.69M Sell
94,427
-22,568
-19% -$1.06M 3.03% 9
2024
Q2 		$5.14M Buy
+116,995
New +$5.17M 3.36% 7
2024
Q1 		– Sell
-82
Closed -$3.2K – 212
2023
Q4 		$3.2K Buy
+82
New +$3.07K ﹤0.01% 276

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

New Millennium Group's IAU Position: Q4 2025 in Review

New Millennium Group increased its iShares Gold Trust (IAU) stake by 6.5% in Q4 2025, buying an estimated $50.2K and bringing the position to 10,502 shares worth $852K. The position accounts for 0.37% of the portfolio, ranked #33.

New Millennium Group first reported a position in IAU in Q4 2023 and has held it in 8 quarters since. The position peaked at $5.58M in Q1 2025. 1,921 funds tracked by Wall St. Rank hold IAU as of Q4 2025.

  • New Millennium Group held 10,502 shares of iShares Gold Trust worth $852K as of Q4 2025.
  • New Millennium Group bought 642 iShares Gold Trust shares in Q4 2025, an estimated $50.2K.
  • iShares Gold Trust made up 0.37% of New Millennium Group's portfolio in Q4 2025, its #33 holding.
  • New Millennium Group first reported a position in iShares Gold Trust in Q4 2023 and has held it in 8 quarters since.
  • New Millennium Group's iShares Gold Trust position peaked at $5.58M in Q1 2025.
  • 1,921 funds tracked by Wall St. Rank held iShares Gold Trust as of Q4 2025.

Based on New Millennium Group's 13F filing for Q4 2025, filed 6 Feb 2026.