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Summit Wealth Group (Colorado)’s iShares Gold Trust IAU Stock Holding History

Summit Wealth Group (Colorado)’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
-885
Closed -$270K – 428
2025
Q3 		$270K Buy
+885
New +$57.7K 0.03% 385

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 22.9% 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 Wealth Group (Colorado)'s IAU Position: Q4 2025 in Review

Summit Wealth Group (Colorado) sold out of iShares Gold Trust (IAU) in Q4 2025, closing a stake of 885 shares — an estimated $270K sold.

Summit Wealth Group (Colorado) first reported a position in IAU in Q3 2025 and held it in 1 quarter. The position peaked at $270K in Q3 2025. 1,935 funds tracked by Wall St. Rank hold IAU as of Q4 2025.

  • Summit Wealth Group (Colorado) reported no remaining iShares Gold Trust position as of Q4 2025 after selling out during the quarter.
  • Summit Wealth Group (Colorado) sold 885 iShares Gold Trust shares in Q4 2025, an estimated $270K.
  • Summit Wealth Group (Colorado) first reported a position in iShares Gold Trust in Q3 2025 and held it in 1 quarter.
  • Summit Wealth Group (Colorado)'s iShares Gold Trust position peaked at $270K in Q3 2025.
  • 1,935 funds tracked by Wall St. Rank held iShares Gold Trust as of Q4 2025.

Based on Summit Wealth Group (Colorado)'s 13F filing for Q4 2025, filed 4 Feb 2026.