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

PBMares 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
Q3 		$1.65M Sell
22,634
-441
-2% -$28.8K 0.27% 49
2025
Q2 		$1.44M Sell
23,075
-1,167
-5% -$72.3K 0.26% 49
2025
Q1 		$1.43M Sell
24,242
-1,510
-6% -$81.7K 0.29% 48
2024
Q4 		$1.27M Sell
25,752
-904
-3% -$45.4K 0.26% 54
2024
Q3 		$1.32M Sell
26,656
-496
-2% -$23.2K 0.28% 53
2024
Q2 		$1.19M Sell
27,152
-221
-0.8% -$9.77K 0.29% 57
2024
Q1 		$1.15M Buy
27,373
+905
+3% +$35.5K 0.3% 56
2023
Q4 		$1.03M Sell
26,468
-1,076
-4% -$40.3K 0.31% 56
2023
Q3 		$964K Buy
27,544
+5
+0% +$182 0.35% 54
2023
Q2 		$1M Sell
27,539
-1,784
-6% -$66.9K 0.36% 51
2023
Q1 		$1.1M Sell
29,323
-87
-0.3% -$3.12K 0.41% 45
2022
Q4 		$1.02M Sell
29,410
-2,896
-9% -$95.1K 0.41% 48
2022
Q3 		$1.02M Sell
32,306
-23,950
-43% -$785K 0.44% 46
2022
Q2 		$1.93M Sell
56,256
-61
-0.1% -$2.17K 0.83% 22
2022
Q1 		$2.07M Buy
56,317
+22,917
+69% +$819K 1.28% 13
2021
Q4 		$1.16M Sell
33,400
-3,310
-9% -$113K 0.49% 42
2021
Q3 		$1.23M Buy
36,710
+4,394
+14% +$150K 0.58% 33
2021
Q2 		$1.09M Sell
32,316
-209
-0.6% -$7.22K 0.59% 37
2021
Q1 		$1.06M Buy
32,525
+720
+2% +$24.6K 0.86% 31
2020
Q4 		$1.15M Buy
31,805
+6,277
+25% +$225K 1.33% 19
2020
Q3 		$918K Buy
25,528
+7,100
+39% +$259K 1.35% 22
2020
Q2 		$626K Buy
18,428
+1,363
+8% +$44.7K 0.94% 37
2020
Q1 		$514K Buy
17,065
+9,180
+116% +$278K 0.81% 42
2019
Q4 		$229K Buy
+7,885
New +$224K 0.27% 108

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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $154B AUM 29.96% 1-Year Est. Return
WI
WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $12.8B AUM 19.73% 1-Year Est. Return

PBMares Wealth Management's IAU Position: Q3 2025 in Review

PBMares Wealth Management reduced its iShares Gold Trust (IAU) stake by 1.9% in Q3 2025, selling an estimated $28.8K and leaving 22,634 shares worth $1.65M. The position accounts for 0.27% of the portfolio, ranked #49.

PBMares Wealth Management first reported a position in IAU in Q4 2019 and has held it in 24 quarters since. The position peaked at $2.07M in Q1 2022. 1,705 funds tracked by Wall St. Rank hold IAU as of Q3 2025.

  • PBMares Wealth Management held 22,634 shares of iShares Gold Trust worth $1.65M as of Q3 2025.
  • PBMares Wealth Management sold 441 iShares Gold Trust shares in Q3 2025, an estimated $28.8K.
  • iShares Gold Trust made up 0.27% of PBMares Wealth Management's portfolio in Q3 2025, its #49 holding.
  • PBMares Wealth Management first reported a position in iShares Gold Trust in Q4 2019 and has held it in 24 quarters since.
  • PBMares Wealth Management's iShares Gold Trust position peaked at $2.07M in Q1 2022.
  • 1,705 funds tracked by Wall St. Rank held iShares Gold Trust as of Q3 2025.

Based on PBMares Wealth Management's 13F filing for Q3 2025, filed 27 Oct 2025.