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Orion Portfolio Solutions’s iShares Gold Trust IAU Stock Holding History

Orion Portfolio Solutions’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
Q1 		$9.09M Buy
154,103
+29,183
+23% +$1.58M 0.09% 222
2024
Q4 		$6.18M Buy
124,920
+29,713
+31% +$1.49M 0.06% 281
2024
Q3 		$4.73M Sell
95,207
-7,842
-8% -$367K 0.05% 343
2024
Q2 		$4.53M Sell
103,049
-17,209
-14% -$760K 0.05% 337
2024
Q1 		$5.05M Sell
120,258
-3,625
-3% -$142K 0.05% 316
2023
Q4 		$4.75M Sell
123,883
-1,740
-1% -$65.1K 0.06% 318
2023
Q3 		$4.4M Sell
125,623
-23,668
-16% -$864K 0.05% 328
2023
Q2 		$5.43M Buy
149,291
+2,374
+2% +$89K 0.06% 309
2023
Q1 		$5.49M Buy
146,917
+46,328
+46% +$1.66M 0.07% 256
2022
Q4 		$3.48M Buy
100,589
+5,112
+5% +$168K 0.12% 117
2022
Q3 		$3.01M Buy
95,477
+5,768
+6% +$189K 0.12% 118
2022
Q2 		$3.08M Sell
89,709
-11,778
-12% -$419K 0.12% 114
2022
Q1 		$3.74M Sell
101,487
-5,290
-5% -$189K 0.13% 102
2021
Q4 		$3.72M Sell
106,777
-4,530
-4% -$155K 0.12% 108
2021
Q3 		$3.72M Buy
111,307
+357
+0.3% +$12.2K 0.14% 99
2021
Q2 		$3.74M Sell
110,950
-2,009
-2% -$69.4K 0.15% 92
2021
Q1 		$3.67M Buy
112,959
+45,036
+66% +$1.54M 0.16% 85
2020
Q4 		$2.46M Buy
67,923
+8,774
+15% +$314K 0.11% 118
2020
Q3 		$2.13M Buy
59,149
+542
+0.9% +$19.8K 0.11% 114
2020
Q2 		$1.99M Buy
58,607
+52,702
+892% +$1.73M 0.11% 106
2020
Q1 		$178K Buy
5,905
+1,830
+45% +$55.3K 0.01% 334
2019
Q4 		$118K Buy
+4,075
New +$116K 0.01% 390

Other funds holding IAU

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $154B AUM 29.96% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Orion Portfolio Solutions's IAU Position: Q1 2025 in Review

Orion Portfolio Solutions increased its iShares Gold Trust (IAU) stake by 23% in Q1 2025, buying an estimated $1.58M and bringing the position to 154,103 shares worth $9.09M. The position accounts for 0.09% of the portfolio, ranked #222.

Orion Portfolio Solutions first reported a position in IAU in Q4 2019 and has held it in 22 quarters since. 1,544 funds tracked by Wall St. Rank hold IAU as of Q1 2025.

  • Orion Portfolio Solutions held 154,103 shares of iShares Gold Trust worth $9.09M as of Q1 2025.
  • Orion Portfolio Solutions bought 29,183 iShares Gold Trust shares in Q1 2025, an estimated $1.58M.
  • iShares Gold Trust made up 0.09% of Orion Portfolio Solutions's portfolio in Q1 2025, its #222 holding.
  • Orion Portfolio Solutions first reported a position in iShares Gold Trust in Q4 2019 and has held it in 22 quarters since.
  • 1,544 funds tracked by Wall St. Rank held iShares Gold Trust as of Q1 2025.

Based on Orion Portfolio Solutions's 13F filing for Q1 2025, filed 14 May 2025.