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Synergy Asset Management’s iShares Gold Trust IAU Stock Holding History

Synergy Asset Management’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 		– Sell
-263
Closed -$13.1K – 411
2024
Q4 		$13.1K Buy
+263
New +$13.2K ﹤0.01% 420

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

Synergy Asset Management's IAU Position: Q1 2025 in Review

Synergy Asset Management sold out of iShares Gold Trust (IAU) in Q1 2025, closing a stake of 263 shares — an estimated $13.1K sold.

Synergy Asset Management first reported a position in IAU in Q4 2024 and held it in 1 quarter. The position peaked at $13.1K in Q4 2024. 1,544 funds tracked by Wall St. Rank hold IAU as of Q1 2025.

  • Synergy Asset Management reported no remaining iShares Gold Trust position as of Q1 2025 after selling out during the quarter.
  • Synergy Asset Management sold 263 iShares Gold Trust shares in Q1 2025, an estimated $13.1K.
  • Synergy Asset Management first reported a position in iShares Gold Trust in Q4 2024 and held it in 1 quarter.
  • Synergy Asset Management's iShares Gold Trust position peaked at $13.1K in Q4 2024.
  • 1,544 funds tracked by Wall St. Rank held iShares Gold Trust as of Q1 2025.

Based on Synergy Asset Management's 13F filing for Q1 2025, filed 22 Apr 2025.