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Summit Financial Wealth Advisors’s iShares Gold Trust IAU Stock Holding History

Summit Financial Wealth Advisors’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 		– Sell
-2,797
Closed -$204K – 200
2025
Q3 		$204K Sell
2,797
-2,750
-50% -$179K 0.03% 176
2025
Q2 		$346K Hold
5,547
– – 0.06% 120
2025
Q1 		$327K Sell
5,547
-820
-13% -$44.4K 0.06% 108
2024
Q4 		$339K Hold
6,367
– – 0.07% 109
2024
Q3 		$316K Hold
6,367
– – 0.06% 113
2024
Q2 		$280K Hold
6,367
– – 0.06% 111
2024
Q1 		$267K Buy
6,367
+60
+1% +$2.35K 0.05% 113
2023
Q4 		$246K Hold
6,307
– – 0.06% 109
2023
Q3 		$235K Hold
6,307
– – 0.06% 108
2023
Q2 		$230K Hold
6,307
– – 0.05% 113
2023
Q1 		$236K Buy
+6,307
New +$226K 0.06% 116
2022
Q1 		– Sell
-6,008
Closed -$207K – 139
2021
Q4 		$207K Buy
+6,008
New +$205K 0.04% 130
2020
Q2 		– Sell
-35,559
Closed -$1.13M – 127
2020
Q1 		$1.13M Buy
35,559
+2,797
+9% +$84.6K 0.36% 45
2019
Q4 		$991K Hold
32,762
– – 0.24% 61
2019
Q3 		$931K Buy
32,762
+478
+1% +$13.5K 0.23% 66
2019
Q2 		$872K Buy
+32,284
New +$809K 0.21% 75
2018
Q4 		– Sell
-11,361
Closed -$266K – 138
2018
Q3 		$266K Buy
11,361
+1,793
+19% +$41.7K 0.08% 115
2018
Q2 		$244K Hold
9,568
– – 0.08% 114
2018
Q1 		$244K Buy
9,568
+1,017
+12% +$26K 0.08% 119
2017
Q4 		$214K Buy
8,551
+2,399
+39% +$58.9K 0.07% 134
2017
Q3 		$151K Buy
6,152
+504
+9% +$12.4K 0.05% 134
2017
Q2 		$135K Buy
+5,648
New +$137K 0.05% 144
2015
Q4 		– Sell
-1,375
Closed -$29K – 162
2015
Q3 		$29K Hold
1,375
– – 0.02% 144
2015
Q2 		$31K Hold
1,375
– – 0.02% 173
2015
Q1 		$32K Hold
1,375
– – 0.02% 141
2014
Q4 		$31K Buy
+1,375
New +$32K 0.02% 139

Other funds holding IAU

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Summit Financial Wealth Advisors's IAU Position: Q4 2025 in Review

Summit Financial Wealth Advisors sold out of iShares Gold Trust (IAU) in Q4 2025, closing a stake of 2,797 shares — an estimated $204K sold.

Summit Financial Wealth Advisors first reported a position in IAU in Q4 2014 and held it in 26 quarters. The position peaked at $1.13M in Q1 2020. 1,928 funds tracked by Wall St. Rank hold IAU as of Q4 2025.

  • Summit Financial Wealth Advisors reported no remaining iShares Gold Trust position as of Q4 2025 after selling out during the quarter.
  • Summit Financial Wealth Advisors sold 2,797 iShares Gold Trust shares in Q4 2025, an estimated $204K.
  • Summit Financial Wealth Advisors first reported a position in iShares Gold Trust in Q4 2014 and held it in 26 quarters.
  • Summit Financial Wealth Advisors's iShares Gold Trust position peaked at $1.13M in Q1 2020.
  • 1,928 funds tracked by Wall St. Rank held iShares Gold Trust as of Q4 2025.

Based on Summit Financial Wealth Advisors's 13F filing for Q4 2025, filed 27 Jan 2026.