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Ridgewood Investments’s iShares Gold Trust IAU Stock Holding History

Ridgewood Investments’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 		– Sell
-61
Closed -$3.8K – 418
2025
Q2 		$3.8K Hold
61
– – ﹤0.01% 622
2025
Q1 		$3.6K Sell
61
-30
-33% -$1.62K ﹤0.01% 585
2024
Q4 		$4.5K Hold
91
– – ﹤0.01% 592
2024
Q3 		$4.52K Hold
91
– – ﹤0.01% 597
2024
Q2 		$4K Buy
+91
New +$4.02K ﹤0.01% 611
2023
Q3 		– Sell
-91
Closed -$3.31K – 442
2023
Q2 		$3.31K Hold
91
– – ﹤0.01% 644
2023
Q1 		$3.4K Buy
+91
New +$3.27K ﹤0.01% 641

Other funds holding IAU

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
WI
WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $12.8B AUM 19.73% 1-Year Est. Return

Ridgewood Investments's IAU Position: Q3 2025 in Review

Ridgewood Investments sold out of iShares Gold Trust (IAU) in Q3 2025, closing a stake of 61 shares — an estimated $3.8K sold.

Ridgewood Investments first reported a position in IAU in Q1 2023 and held it in 7 quarters. The position peaked at $4.52K in Q3 2024. 1,711 funds tracked by Wall St. Rank hold IAU as of Q3 2025.

  • Ridgewood Investments reported no remaining iShares Gold Trust position as of Q3 2025 after selling out during the quarter.
  • Ridgewood Investments sold 61 iShares Gold Trust shares in Q3 2025, an estimated $3.8K.
  • Ridgewood Investments first reported a position in iShares Gold Trust in Q1 2023 and held it in 7 quarters.
  • Ridgewood Investments's iShares Gold Trust position peaked at $4.52K in Q3 2024.
  • 1,711 funds tracked by Wall St. Rank held iShares Gold Trust as of Q3 2025.

Based on Ridgewood Investments's 13F filing for Q3 2025, filed 30 Oct 2025.