Sonora Investment Management Group’s iShares Gold Trust IAU Stock Holding History

Sonora Investment Management Group’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	$475K	Sell	6,525 -3,173	-33%	-$207K	0.03%	171
2025 Q2	$605K	Buy	9,698 +55	+0.6%	+$3.41K	0.04%	156
2025 Q1	$569K	Hold	9,643	–	–	0.05%	159
2024 Q4	$477K	Hold	9,643	–	–	0.04%	175
2024 Q3	$479K	Buy	9,643 +2,127	+28%	+$99.6K	0.04%	175
2024 Q2	$316K	Hold	7,516	–	–	0.02%	218
2024 Q1	$316K	Sell	7,516 -60	-0.8%	-$2.35K	0.02%	219
2023 Q4	$296K	Sell	7,576 -398	-5%	-$14.9K	0.02%	209
2023 Q3	$279K	Buy	+7,974	New	+$291K	0.02%	209

Other funds holding IAU

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

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

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

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

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

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

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

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

WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $12.8B AUM 19.73% 1-Year Est. Return

Sonora Investment Management Group's IAU Position: Q3 2025 in Review

Sonora Investment Management Group reduced its iShares Gold Trust (IAU) stake by 33% in Q3 2025, selling an estimated $207K and leaving 6,525 shares worth $475K. The position accounts for 0.03% of the portfolio, ranked #171.

Sonora Investment Management Group first reported a position in IAU in Q3 2023 and has held it in 9 quarters since. The position peaked at $605K in Q2 2025. 1,706 funds tracked by Wall St. Rank hold IAU as of Q3 2025.

Sonora Investment Management Group held 6,525 shares of iShares Gold Trust worth $475K as of Q3 2025.
Sonora Investment Management Group sold 3,173 iShares Gold Trust shares in Q3 2025, an estimated $207K.
iShares Gold Trust made up 0.03% of Sonora Investment Management Group's portfolio in Q3 2025, its #171 holding.
Sonora Investment Management Group first reported a position in iShares Gold Trust in Q3 2023 and has held it in 9 quarters since.
Sonora Investment Management Group's iShares Gold Trust position peaked at $605K in Q2 2025.
1,706 funds tracked by Wall St. Rank held iShares Gold Trust as of Q3 2025.

Based on Sonora Investment Management Group's 13F filing for Q3 2025, filed 7 Oct 2025.