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Stephens Consulting’s iShares Gold Trust IAU Stock Holding History

Stephens Consulting’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
Q4 		$61.7K Hold
760
– – 0.02% 125
2025
Q3 		$55.3K Sell
760
-1,895
-71% -$124K 0.02% 129
2025
Q2 		$166K Hold
2,655
– – 0.04% 115
2025
Q1 		$157K Hold
2,655
– – 0.04% 106
2024
Q4 		$131K Hold
2,655
– – 0.03% 120
2024
Q3 		$132K Hold
2,655
– – 0.03% 122
2024
Q2 		$117K Sell
2,655
-126
-5% -$5.57K 0.03% 123
2024
Q1 		$117K Hold
2,781
– – 0.04% 114
2023
Q4 		$109K Hold
2,781
– – 0.04% 114
2023
Q3 		$97.3K Sell
2,781
-1,606
-37% -$58.6K 0.04% 117
2023
Q2 		$160K Buy
4,387
+988
+29% +$37K 0.06% 85
2023
Q1 		$127K Buy
3,399
+1,620
+91% +$58.1K 0.08% 97
2022
Q4 		$61.5K Sell
1,779
-16
-0.9% -$525 0.04% 153
2022
Q3 		$56.6K Buy
1,795
+500
+39% +$16.4K 0.05% 164
2022
Q2 		$44.4K Buy
1,295
+2
+0.2% +$71 0.04% 181
2022
Q1 		$47.6K Buy
1,293
+140
+12% +$5K 0.04% 192
2021
Q4 		$40.1K Buy
+1,153
New +$39.4K 0.03% 224

Other funds holding IAU

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return

Stephens Consulting's IAU Position: Q4 2025 in Review

Stephens Consulting held its iShares Gold Trust (IAU) position steady in Q4 2025 at 760 shares worth $61.7K. The position accounts for 0.02% of the portfolio, ranked #125.

Stephens Consulting first reported a position in IAU in Q4 2021 and has held it in 17 quarters since. The position peaked at $166K in Q2 2025. 1,921 funds tracked by Wall St. Rank hold IAU as of Q4 2025.

  • Stephens Consulting held 760 shares of iShares Gold Trust worth $61.7K as of Q4 2025.
  • Stephens Consulting left its iShares Gold Trust share count unchanged in Q4 2025.
  • iShares Gold Trust made up 0.02% of Stephens Consulting's portfolio in Q4 2025, its #125 holding.
  • Stephens Consulting first reported a position in iShares Gold Trust in Q4 2021 and has held it in 17 quarters since.
  • Stephens Consulting's iShares Gold Trust position peaked at $166K in Q2 2025.
  • 1,921 funds tracked by Wall St. Rank held iShares Gold Trust as of Q4 2025.

Based on Stephens Consulting's 13F filing for Q4 2025, filed 13 Jan 2026.