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Parkworth Wealth Management’s iShares Gold Trust IAU Stock Holding History

Parkworth Wealth Management’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
Q2 		$137K Hold
2,195
– – 0.1% 69
2025
Q1 		$129K Hold
2,195
– – 0.1% 67
2024
Q4 		$109K Buy
+2,195
New +$110K 0.09% 66

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
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
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

Parkworth Wealth Management's IAU Position: Q2 2025 in Review

Parkworth Wealth Management held its iShares Gold Trust (IAU) position steady in Q2 2025 at 2,195 shares worth $137K. The position accounts for 0.1% of the portfolio, ranked #69.

Parkworth Wealth Management first reported a position in IAU in Q4 2024 and has held it in 3 quarters since. 1,588 funds tracked by Wall St. Rank hold IAU as of Q2 2025.

  • Parkworth Wealth Management held 2,195 shares of iShares Gold Trust worth $137K as of Q2 2025.
  • Parkworth Wealth Management left its iShares Gold Trust share count unchanged in Q2 2025.
  • iShares Gold Trust made up 0.1% of Parkworth Wealth Management's portfolio in Q2 2025, its #69 holding.
  • Parkworth Wealth Management first reported a position in iShares Gold Trust in Q4 2024 and has held it in 3 quarters since.
  • 1,588 funds tracked by Wall St. Rank held iShares Gold Trust as of Q2 2025.

Based on Parkworth Wealth Management's 13F filing for Q2 2025, filed 13 Aug 2025.