Southland Equity Partners’s iShares Gold Trust IAU Stock Holding History

Southland Equity 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 Q2	–	Sell	-5,957	Closed	-$351K	–	239
2025 Q1	$351K	Buy	+5,957	New	+$322K	0.08%	159
2024 Q4	–	Sell	-13,930	Closed	-$692K	–	230
2024 Q3	$692K	Buy	13,930 +5,005	+56%	+$234K	0.17%	93
2024 Q2	$392K	Buy	8,925 +55	+0.6%	+$2.43K	0.11%	119
2024 Q1	$373K	Buy	8,870 +1,590	+22%	+$62.3K	0.1%	132
2023 Q4	$284K	Buy	+7,280	New	+$272K	0.09%	151
2022 Q1	–	Sell	-6,084	Closed	-$212K	–	180
2021 Q4	$212K	Buy	+6,084	New	+$208K	0.09%	161

Other funds holding IAU

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $154B AUM 29.96% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Southland Equity Partners's IAU Position: Q2 2025 in Review

Southland Equity Partners sold out of iShares Gold Trust (IAU) in Q2 2025, closing a stake of 5,957 shares — an estimated $351K sold.

Southland Equity Partners first reported a position in IAU in Q4 2021 and held it in 6 quarters. The position peaked at $692K in Q3 2024. 1,588 funds tracked by Wall St. Rank hold IAU as of Q2 2025.

Southland Equity Partners reported no remaining iShares Gold Trust position as of Q2 2025 after selling out during the quarter.
Southland Equity Partners sold 5,957 iShares Gold Trust shares in Q2 2025, an estimated $351K.
Southland Equity Partners first reported a position in iShares Gold Trust in Q4 2021 and held it in 6 quarters.
Southland Equity Partners's iShares Gold Trust position peaked at $692K in Q3 2024.
1,588 funds tracked by Wall St. Rank held iShares Gold Trust as of Q2 2025.

Based on Southland Equity Partners's 13F filing for Q2 2025, filed 14 Jul 2025.