Silicon Valley Capital Partners’s iShares Gold Trust IAU Stock Holding History

Silicon Valley Capital Partners’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	–	Sell	-33	Closed	-$1.63K	–	277
2024 Q4	$1.63K	Hold	33	–	–	﹤0.01%	298
2024 Q3	$1.64K	Hold	33	–	–	﹤0.01%	293
2024 Q2	$1.45K	Hold	33	–	–	﹤0.01%	293
2024 Q1	$1.39K	Hold	33	–	–	﹤0.01%	285
2023 Q4	$1.29K	Hold	33	–	–	﹤0.01%	314
2023 Q3	$1.16K	Sell	33 -508	-94%	-$18.5K	﹤0.01%	269
2023 Q2	$19.7K	Buy	541 +344	+175%	+$12.9K	﹤0.01%	147
2023 Q1	$7.36K	Buy	197 +164	+497%	+$5.89K	﹤0.01%	177
2022 Q4	$1.14K	Buy	+33	New	+$1.08K	﹤0.01%	178

Other funds holding IAU

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

Empower Advisory Group Greenwood Village, Colorado $41.9B AUM 18.91% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

Silicon Valley Capital Partners's IAU Position: Q1 2025 in Review

Silicon Valley Capital Partners sold out of iShares Gold Trust (IAU) in Q1 2025, closing a stake of 33 shares — an estimated $1.63K sold.

Silicon Valley Capital Partners first reported a position in IAU in Q4 2022 and held it in 9 quarters. The position peaked at $19.7K in Q2 2023. 1,552 funds tracked by Wall St. Rank hold IAU as of Q1 2025.

Silicon Valley Capital Partners reported no remaining iShares Gold Trust position as of Q1 2025 after selling out during the quarter.
Silicon Valley Capital Partners sold 33 iShares Gold Trust shares in Q1 2025, an estimated $1.63K.
Silicon Valley Capital Partners first reported a position in iShares Gold Trust in Q4 2022 and held it in 9 quarters.
Silicon Valley Capital Partners's iShares Gold Trust position peaked at $19.7K in Q2 2023.
1,552 funds tracked by Wall St. Rank held iShares Gold Trust as of Q1 2025.

Based on Silicon Valley Capital Partners's 13F filing for Q1 2025, filed 28 May 2025.