Ransom Advisory’s iShares Gold Trust IAU Stock Holding History

Ransom Advisory’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	$8.04K	Buy	+99	New	+$7.74K	﹤0.01%	359

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

Ransom Advisory's IAU Position: Q4 2025 in Review

Ransom Advisory opened a new position in iShares Gold Trust (IAU) in Q4 2025: 99 shares worth $8.04K. The stake represents ﹤0.01% of the portfolio and ranks #359 among its holdings.

1,922 funds tracked by Wall St. Rank hold IAU as of Q4 2025.

Ransom Advisory held 99 shares of iShares Gold Trust worth $8.04K as of Q4 2025.
iShares Gold Trust was a new Ransom Advisory position in Q4 2025.
iShares Gold Trust made up ﹤0.01% of Ransom Advisory's portfolio in Q4 2025, its #359 holding.
1,922 funds tracked by Wall St. Rank held iShares Gold Trust as of Q4 2025.

Based on Ransom Advisory's 13F filing for Q4 2025, filed 6 Jan 2026.