Nicolet Advisory Services’s iShares Gold Trust IAU Stock Holding History

Nicolet Advisory Services’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	$225K	Buy	+2,596	New	+$203K	0.02%	391

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

Nicolet Advisory Services's IAU Position: Q4 2025 in Review

Nicolet Advisory Services opened a new position in iShares Gold Trust (IAU) in Q4 2025: 2,596 shares worth $225K. The stake represents 0.02% of the portfolio and ranks #391 among its holdings.

1,922 funds tracked by Wall St. Rank hold IAU as of Q4 2025.

Nicolet Advisory Services held 2,596 shares of iShares Gold Trust worth $225K as of Q4 2025.
iShares Gold Trust was a new Nicolet Advisory Services position in Q4 2025.
iShares Gold Trust made up 0.02% of Nicolet Advisory Services's portfolio in Q4 2025, its #391 holding.
1,922 funds tracked by Wall St. Rank held iShares Gold Trust as of Q4 2025.

Based on Nicolet Advisory Services's 13F filing for Q4 2025, filed 13 Feb 2026.