PFG Private Wealth Management’s iShares Gold Trust IAU Stock Holding History

PFG Private 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 Q4	–	Sell	-3,506	Closed	-$255K	–	108
2025 Q3	$255K	Buy	+3,506	New	+$229K	0.11%	100
2025 Q2	–	Sell	-849	Closed	-$50.1K	–	137
2025 Q1	$50.1K	Hold	849	–	–	0.03%	94
2024 Q4	$42K	Hold	849	–	–	0.02%	96
2024 Q3	$42.2K	Hold	849	–	–	0.02%	100
2024 Q2	$37.3K	Hold	849	–	–	0.02%	102
2024 Q1	$35.7K	Hold	849	–	–	0.02%	99
2023 Q4	$33.1K	Sell	849 -1	-0.1%	-$37	0.02%	91
2023 Q3	$29.7K	Hold	850	–	–	0.02%	145
2023 Q2	$30.9K	Hold	850	–	–	0.02%	163
2023 Q1	$31.8K	Hold	850	–	–	0.02%	162
2022 Q4	$29K	Hold	850	–	–	0.02%	159
2022 Q3	$27K	Hold	850	–	–	0.02%	155
2022 Q2	$29K	Hold	850	–	–	0.02%	170
2022 Q1	$31K	Hold	850	–	–	0.02%	164
2021 Q4	$30K	Hold	850	–	–	0.02%	169
2021 Q3	$28K	Buy	+850	New	+$29K	0.02%	163

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

PFG Private Wealth Management's IAU Position: Q4 2025 in Review

PFG Private Wealth Management sold out of iShares Gold Trust (IAU) in Q4 2025, closing a stake of 3,506 shares — an estimated $255K sold.

PFG Private Wealth Management first reported a position in IAU in Q3 2021 and held it in 16 quarters. The position peaked at $255K in Q3 2025. 1,921 funds tracked by Wall St. Rank hold IAU as of Q4 2025.

PFG Private Wealth Management reported no remaining iShares Gold Trust position as of Q4 2025 after selling out during the quarter.
PFG Private Wealth Management sold 3,506 iShares Gold Trust shares in Q4 2025, an estimated $255K.
PFG Private Wealth Management first reported a position in iShares Gold Trust in Q3 2021 and held it in 16 quarters.
PFG Private Wealth Management's iShares Gold Trust position peaked at $255K in Q3 2025.
1,921 funds tracked by Wall St. Rank held iShares Gold Trust as of Q4 2025.

Based on PFG Private Wealth Management's 13F filing for Q4 2025, filed 15 Jan 2026.