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Seaview Investment Managers’s iShares Gold Trust IAU Stock Holding History

Seaview Investment Managers’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
-5,160
Closed -$322K – 97
2025
Q2 		$322K Buy
5,160
+255
+5% +$15.8K 0.07% 104
2025
Q1 		$289K Hold
4,905
– – 0.07% 98
2024
Q4 		$243K Buy
+4,905
New +$246K 0.07% 90
2024
Q3 		– Sell
-4,905
Closed -$215K – 93
2024
Q2 		$215K Sell
4,905
-228
-4% -$10.1K 0.06% 82
2024
Q1 		$216K Hold
5,133
– – 0.06% 79
2023
Q4 		$200K Sell
5,133
-888
-15% -$33.2K 0.06% 85
2023
Q3 		$211K Hold
6,021
– – 0.07% 87
2023
Q2 		$219K Hold
6,021
– – 0.07% 83
2023
Q1 		$225K Buy
+6,021
New +$216K 0.08% 90

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 $376B AUM 19.32% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $154B AUM 29.96% 1-Year Est. Return
WI
WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $11.5B AUM 18.72% 1-Year Est. Return