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ORG Partners’s iShares Gold Trust IAU Stock Holding History

ORG Partners’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 		$731K Buy
9,006
+243
+3% +$19K 0.13% 151
2025
Q3 		$653K Buy
8,763
+174
+2% +$11.4K 0.12% 165
2025
Q2 		$541K Buy
8,589
+4,258
+98% +$264K 0.12% 155
2025
Q1 		$255K Buy
4,331
+387
+10% +$20.9K 0.06% 234
2024
Q4 		$195K Buy
3,944
+7
+0.2% +$352 0.03% 323
2024
Q3 		$196K Sell
3,937
-187
-5% -$8.75K 0.03% 286
2024
Q2 		$182K Buy
+4,124
New +$182K 0.02% 450
2024
Q1 		– Sell
-721
Closed -$28.1K – 758
2023
Q4 		$28.1K Buy
+721
New +$27K ﹤0.01% 625
2023
Q3 		– Sell
-2,167
Closed -$79.1K – 1471
2023
Q2 		$79.1K Buy
+2,167
New +$81.2K 0.01% 577

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

ORG Partners's IAU Position: Q4 2025 in Review

ORG Partners increased its iShares Gold Trust (IAU) stake by 2.8% in Q4 2025, buying an estimated $19K and bringing the position to 9,006 shares worth $731K. The position accounts for 0.13% of the portfolio, ranked #151.

ORG Partners first reported a position in IAU in Q2 2023 and has held it in 9 quarters since. 1,921 funds tracked by Wall St. Rank hold IAU as of Q4 2025.

  • ORG Partners held 9,006 shares of iShares Gold Trust worth $731K as of Q4 2025.
  • ORG Partners bought 243 iShares Gold Trust shares in Q4 2025, an estimated $19K.
  • iShares Gold Trust made up 0.13% of ORG Partners's portfolio in Q4 2025, its #151 holding.
  • ORG Partners first reported a position in iShares Gold Trust in Q2 2023 and has held it in 9 quarters since.
  • 1,921 funds tracked by Wall St. Rank held iShares Gold Trust as of Q4 2025.

Based on ORG Partners's 13F filing for Q4 2025, filed 14 Jan 2026.