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Spectrum Wealth Counsel’s iShares Gold Trust IAU Stock Holding History

Spectrum Wealth Counsel’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 		$12.4M Buy
209,790
+186,436
+798% +$10.1M 1.48% 19
2024
Q4 		$1.16M Buy
23,354
+21,186
+977% +$1.06M 0.14% 76
2024
Q3 		$108K Hold
2,168
– – 0.01% 145
2024
Q2 		$95.2K Sell
2,168
-652
-23% -$28.8K 0.01% 163
2024
Q1 		$118K Buy
2,820
+1,273
+82% +$49.9K 0.01% 157
2023
Q4 		$60.4K Buy
+1,547
New +$57.9K 0.01% 189

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

Spectrum Wealth Counsel's IAU Position: Q1 2025 in Review

Spectrum Wealth Counsel increased its iShares Gold Trust (IAU) stake by 798% in Q1 2025, buying an estimated $10.1M and bringing the position to 209,790 shares worth $12.4M. The position accounts for 1.48% of the portfolio, ranked #19.

Spectrum Wealth Counsel first reported a position in IAU in Q4 2023 and has held it in 6 quarters since. 1,544 funds tracked by Wall St. Rank hold IAU as of Q1 2025.

  • Spectrum Wealth Counsel held 209,790 shares of iShares Gold Trust worth $12.4M as of Q1 2025.
  • Spectrum Wealth Counsel bought 186,436 iShares Gold Trust shares in Q1 2025, an estimated $10.1M.
  • iShares Gold Trust made up 1.48% of Spectrum Wealth Counsel's portfolio in Q1 2025, its #19 holding.
  • Spectrum Wealth Counsel first reported a position in iShares Gold Trust in Q4 2023 and has held it in 6 quarters since.
  • 1,544 funds tracked by Wall St. Rank held iShares Gold Trust as of Q1 2025.

Based on Spectrum Wealth Counsel's 13F filing for Q1 2025, filed 7 May 2025.