Private Wealth Partners’s iShares Gold Trust IAU Stock Holding History

Private Wealth 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	–	Sell	-3,015	Closed	-$219K	–	180
2025 Q3	$219K	Buy	+3,015	New	+$197K	0.02%	163

Other funds holding IAU

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Private Wealth Partners's IAU Position: Q4 2025 in Review

Private Wealth Partners sold out of iShares Gold Trust (IAU) in Q4 2025, closing a stake of 3,015 shares — an estimated $219K sold.

Private Wealth Partners first reported a position in IAU in Q3 2025 and held it in 1 quarter. The position peaked at $219K in Q3 2025. 1,928 funds tracked by Wall St. Rank hold IAU as of Q4 2025.

Private Wealth Partners reported no remaining iShares Gold Trust position as of Q4 2025 after selling out during the quarter.
Private Wealth Partners sold 3,015 iShares Gold Trust shares in Q4 2025, an estimated $219K.
Private Wealth Partners first reported a position in iShares Gold Trust in Q3 2025 and held it in 1 quarter.
Private Wealth Partners's iShares Gold Trust position peaked at $219K in Q3 2025.
1,928 funds tracked by Wall St. Rank held iShares Gold Trust as of Q4 2025.

Based on Private Wealth Partners's 13F filing for Q4 2025, filed 27 Jan 2026.