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Transform Wealth’s iShares Gold Trust IAU Stock Holding History

Transform Wealth’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 		$17.8M Buy
302,683
+4,388
+1% +$237K 1.08% 20
2024
Q4 		$14.8M Buy
298,295
+292,442
+4,996% +$14.7M 0.82% 30
2024
Q3 		$291K Sell
5,853
-509
-8% -$23.8K 0.02% 184
2024
Q2 		$279K Buy
6,362
+538
+9% +$23.8K 0.02% 183
2024
Q1 		$245K Sell
5,824
-161,218
-97% -$6.32M 0.02% 196
2023
Q4 		$6.52M Buy
167,042
+2,300
+1% +$86.1K 0.64% 55
2023
Q3 		$5.76M Sell
164,742
-174,513
-51% -$6.37M 0.61% 56
2023
Q2 		$12.3M Sell
339,255
-1,403
-0.4% -$52.6K 1.11% 24
2023
Q1 		$12.7M Buy
340,658
+171,446
+101% +$6.15M 1.2% 25
2022
Q4 		$5.85M Buy
+169,212
New +$5.56M 0.66% 54
2021
Q3 		– Sell
-74,169
Closed -$2.5M – 229
2021
Q2 		$2.5M Sell
74,169
-250
-0.3% -$8.64K 0.31% 84
2021
Q1 		$2.42M Sell
74,419
-149,050
-67% -$5.09M 0.49% 71
2020
Q4 		$8.1M Sell
223,469
-195,049
-47% -$6.98M 1.69% 9
2020
Q3 		$15.1M Sell
418,518
-29,255
-7% -$1.07M 2.43% 5
2020
Q2 		$15.2M Buy
447,773
+374,299
+509% +$12.3M 2.61% 4
2020
Q1 		$2.21M Buy
73,474
+8,410
+13% +$254K 0.47% 76
2019
Q4 		$1.89M Sell
65,064
-1,038
-2% -$29.4K 0.3% 96
2019
Q3 		$1.86M Buy
+66,102
New +$1.86M 0.33% 92

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

Transform Wealth's IAU Position: Q1 2025 in Review

Transform Wealth increased its iShares Gold Trust (IAU) stake by 1.5% in Q1 2025, buying an estimated $237K and bringing the position to 302,683 shares worth $17.8M. The position accounts for 1.08% of the portfolio, ranked #20.

Transform Wealth first reported a position in IAU in Q3 2019 and has held it in 18 quarters since. 1,544 funds tracked by Wall St. Rank hold IAU as of Q1 2025.

  • Transform Wealth held 302,683 shares of iShares Gold Trust worth $17.8M as of Q1 2025.
  • Transform Wealth bought 4,388 iShares Gold Trust shares in Q1 2025, an estimated $237K.
  • iShares Gold Trust made up 1.08% of Transform Wealth's portfolio in Q1 2025, its #20 holding.
  • Transform Wealth first reported a position in iShares Gold Trust in Q3 2019 and has held it in 18 quarters since.
  • 1,544 funds tracked by Wall St. Rank held iShares Gold Trust as of Q1 2025.

Based on Transform Wealth's 13F filing for Q1 2025, filed 15 Apr 2025.