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Scissortail Wealth Management’s iShares Gold Trust IAU Stock Holding History

Scissortail Wealth Management’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
-55,262
Closed -$3.26M – 112
2025
Q1 		$3.26M Buy
+55,262
New +$2.99M 0.84% 44
2022
Q3 		– Sell
-184,485
Closed -$6.42M – 110
2022
Q2 		$6.42M Buy
+184,485
New +$6.56M 2.47% 11
2022
Q1 		– Sell
-184,485
Closed -$6.42M – 111
2021
Q4 		$6.42M Buy
+184,485
New +$6.3M 2.47% 11

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 $175B AUM 40.63% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 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

Scissortail Wealth Management's IAU Position: Q2 2025 in Review

Scissortail Wealth Management sold out of iShares Gold Trust (IAU) in Q2 2025, closing a stake of 55,262 shares — an estimated $3.26M sold.

Scissortail Wealth Management first reported a position in IAU in Q4 2021 and held it in 3 quarters. The position peaked at $6.42M in Q2 2022. 1,590 funds tracked by Wall St. Rank hold IAU as of Q2 2025.

  • Scissortail Wealth Management reported no remaining iShares Gold Trust position as of Q2 2025 after selling out during the quarter.
  • Scissortail Wealth Management sold 55,262 iShares Gold Trust shares in Q2 2025, an estimated $3.26M.
  • Scissortail Wealth Management first reported a position in iShares Gold Trust in Q4 2021 and held it in 3 quarters.
  • Scissortail Wealth Management's iShares Gold Trust position peaked at $6.42M in Q2 2022.
  • 1,590 funds tracked by Wall St. Rank held iShares Gold Trust as of Q2 2025.

Based on Scissortail Wealth Management's 13F filing for Q2 2025, filed 15 Aug 2025.