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Promus Capital’s iShares Gold Trust IAU Stock Holding History

Promus Capital’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 		$5.04M Hold
69,211
– – 3.21% 5
2025
Q2 		$4.32M Buy
69,211
+875
+1% +$54.2K 2.8% 6
2025
Q1 		$4.03M Buy
68,336
+3,973
+6% +$215K 3.06% 7
2024
Q4 		$3.19M Buy
+64,363
New +$3.23M 2.44% 7

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

Promus Capital's IAU Position: Q3 2025 in Review

Promus Capital held its iShares Gold Trust (IAU) position steady in Q3 2025 at 69,211 shares worth $5.04M. The position accounts for 3.21% of the portfolio, ranked #5.

Promus Capital first reported a position in IAU in Q4 2024 and has held it in 4 quarters since. 1,704 funds tracked by Wall St. Rank hold IAU as of Q3 2025.

  • Promus Capital held 69,211 shares of iShares Gold Trust worth $5.04M as of Q3 2025.
  • Promus Capital left its iShares Gold Trust share count unchanged in Q3 2025.
  • iShares Gold Trust made up 3.21% of Promus Capital's portfolio in Q3 2025, its #5 holding.
  • Promus Capital first reported a position in iShares Gold Trust in Q4 2024 and has held it in 4 quarters since.
  • 1,704 funds tracked by Wall St. Rank held iShares Gold Trust as of Q3 2025.

Based on Promus Capital's 13F filing for Q3 2025, filed 13 Nov 2025.