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Sheaff Brock Investment Advisors’s iShares Gold Trust IAU Stock Holding History

Sheaff Brock Investment Advisors’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
Q1 		$684K Buy
11,600
+6,350
+121% +$343K 0.06% 222
2024
Q4 		$260K Hold
5,250
– – 0.02% 359
2024
Q3 		$261K Buy
+5,250
New +$246K 0.02% 353
2018
Q2 		– Sell
-6,295
Closed -$160K – 559
2018
Q1 		$160K Sell
6,295
-1,225
-16% -$31.3K 0.02% 492
2017
Q4 		$188K Sell
7,520
-1,750
-19% -$42.9K 0.02% 468
2017
Q3 		$228K Buy
9,270
+1,150
+14% +$28.3K 0.03% 442
2017
Q2 		$194K Buy
8,120
+2,345
+41% +$56.8K 0.03% 516
2017
Q1 		$139K Hold
5,775
– – 0.02% 545
2016
Q4 		$128K Buy
5,775
+225
+4% +$5.28K 0.02% 556
2016
Q3 		$141K Hold
5,550
– – 0.02% 499
2016
Q2 		$142K Sell
5,550
-2,550
-31% -$62K 0.02% 523
2016
Q1 		$192K Buy
8,100
+300
+4% +$6.86K 0.02% 495
2015
Q4 		$160K Buy
+7,800
New +$166K 0.02% 543

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 $154B AUM 29.96% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 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

Sheaff Brock Investment Advisors's IAU Position: Q1 2025 in Review

Sheaff Brock Investment Advisors increased its iShares Gold Trust (IAU) stake by 121% in Q1 2025, buying an estimated $343K and bringing the position to 11,600 shares worth $684K. The position accounts for 0.06% of the portfolio, ranked #222.

Sheaff Brock Investment Advisors first reported a position in IAU in Q4 2015 and has held it in 13 quarters since. 1,544 funds tracked by Wall St. Rank hold IAU as of Q1 2025.

  • Sheaff Brock Investment Advisors held 11,600 shares of iShares Gold Trust worth $684K as of Q1 2025.
  • Sheaff Brock Investment Advisors bought 6,350 iShares Gold Trust shares in Q1 2025, an estimated $343K.
  • iShares Gold Trust made up 0.06% of Sheaff Brock Investment Advisors's portfolio in Q1 2025, its #222 holding.
  • Sheaff Brock Investment Advisors first reported a position in iShares Gold Trust in Q4 2015 and has held it in 13 quarters since.
  • 1,544 funds tracked by Wall St. Rank held iShares Gold Trust as of Q1 2025.

Based on Sheaff Brock Investment Advisors's 13F filing for Q1 2025, filed 7 May 2025.