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Pure Portfolios Holdings’s iShares Gold Trust IAU Stock Holding History

Pure Portfolios Holdings’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 		$876K Buy
10,790
+719
+7% +$56.2K 0.26% 42
2025
Q3 		$733K Sell
10,071
-40
-0.4% -$2.61K 0.23% 47
2025
Q2 		$630K Sell
10,111
-837
-8% -$51.9K 0.21% 51
2025
Q1 		$645K Sell
10,948
-710
-6% -$38.4K 0.24% 46
2024
Q4 		$577K Sell
11,658
-742
-6% -$37.3K 0.21% 46
2024
Q3 		$616K Buy
+12,400
New +$580K 0.23% 46

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
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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return

Pure Portfolios Holdings's IAU Position: Q4 2025 in Review

Pure Portfolios Holdings increased its iShares Gold Trust (IAU) stake by 7.1% in Q4 2025, buying an estimated $56.2K and bringing the position to 10,790 shares worth $876K. The position accounts for 0.26% of the portfolio, ranked #42.

Pure Portfolios Holdings first reported a position in IAU in Q3 2024 and has held it in 6 quarters since. 1,921 funds tracked by Wall St. Rank hold IAU as of Q4 2025.

  • Pure Portfolios Holdings held 10,790 shares of iShares Gold Trust worth $876K as of Q4 2025.
  • Pure Portfolios Holdings bought 719 iShares Gold Trust shares in Q4 2025, an estimated $56.2K.
  • iShares Gold Trust made up 0.26% of Pure Portfolios Holdings's portfolio in Q4 2025, its #42 holding.
  • Pure Portfolios Holdings first reported a position in iShares Gold Trust in Q3 2024 and has held it in 6 quarters since.
  • 1,921 funds tracked by Wall St. Rank held iShares Gold Trust as of Q4 2025.

Based on Pure Portfolios Holdings's 13F filing for Q4 2025, filed 30 Jan 2026.