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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 – 96
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 $1.55T 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

Seaview Investment Managers's IAU Position: Q3 2025 in Review

Seaview Investment Managers sold out of iShares Gold Trust (IAU) in Q3 2025, closing a stake of 5,160 shares — an estimated $322K sold.

Seaview Investment Managers first reported a position in IAU in Q1 2023 and held it in 9 quarters. The position peaked at $322K in Q2 2025. 1,711 funds tracked by Wall St. Rank hold IAU as of Q3 2025.

  • Seaview Investment Managers reported no remaining iShares Gold Trust position as of Q3 2025 after selling out during the quarter.
  • Seaview Investment Managers sold 5,160 iShares Gold Trust shares in Q3 2025, an estimated $322K.
  • Seaview Investment Managers first reported a position in iShares Gold Trust in Q1 2023 and held it in 9 quarters.
  • Seaview Investment Managers's iShares Gold Trust position peaked at $322K in Q2 2025.
  • 1,711 funds tracked by Wall St. Rank held iShares Gold Trust as of Q3 2025.

Based on Seaview Investment Managers's 13F filing for Q3 2025, filed 6 Nov 2025.