PA
IAU icon

PSI Advisors’s iShares Gold Trust IAU Stock Holding History

PSI Advisors’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 		– Sell
-40
Closed -$2.36K – 347
2025
Q1 		$2.36K Sell
40
-40
-50% -$2.16K ﹤0.01% 587
2024
Q4 		$3.96K Sell
80
-50
-38% -$2.51K ﹤0.01% 651
2024
Q3 		$6.46K Hold
130
– – ﹤0.01% 614
2024
Q2 		$5.71K Hold
130
– – ﹤0.01% 617
2024
Q1 		$5.46K Buy
+130
New +$5.1K ﹤0.01% 578
2023
Q2 		– Sell
-157
Closed -$5.87K – 866
2023
Q1 		$5.87K Buy
157
+10
+7% +$359 ﹤0.01% 511
2022
Q4 		$5.08K Buy
+147
New +$4.83K ﹤0.01% 511
2022
Q3 		– Sell
-500
Closed -$17K – 795
2022
Q2 		$17K Buy
+500
New +$17.8K 0.01% 376
2022
Q1 		– Sell
-500
Closed -$17K – 756
2021
Q4 		$17K Hold
500
– – 0.01% 424
2021
Q3 		$17K Buy
+500
New +$17K 0.01% 408
2020
Q1 		– Sell
-550
Closed -$15K – 307
2019
Q4 		$15K Buy
+550
New +$15.6K 0.01% 415

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

PSI Advisors's IAU Position: Q2 2025 in Review

PSI Advisors sold out of iShares Gold Trust (IAU) in Q2 2025, closing a stake of 40 shares — an estimated $2.36K sold.

PSI Advisors first reported a position in IAU in Q4 2019 and held it in 11 quarters. The position peaked at $17K in Q2 2022. 1,588 funds tracked by Wall St. Rank hold IAU as of Q2 2025.

  • PSI Advisors reported no remaining iShares Gold Trust position as of Q2 2025 after selling out during the quarter.
  • PSI Advisors sold 40 iShares Gold Trust shares in Q2 2025, an estimated $2.36K.
  • PSI Advisors first reported a position in iShares Gold Trust in Q4 2019 and held it in 11 quarters.
  • PSI Advisors's iShares Gold Trust position peaked at $17K in Q2 2022.
  • 1,588 funds tracked by Wall St. Rank held iShares Gold Trust as of Q2 2025.

Based on PSI Advisors's 13F filing for Q2 2025, filed 12 Aug 2025.