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

Tucker 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 Q4	$12.6K	Buy	+155	New	+$12.1K	﹤0.01%	538
2025 Q1	–	Sell	-509	Closed	-$25.2K	–	598
2024 Q4	$25.2K	Buy	509 +263	+107%	+$13.2K	﹤0.01%	504
2024 Q3	$12.2K	Sell	246 -17	-6%	-$796	﹤0.01%	648
2024 Q2	$11.6K	Sell	263 -83	-24%	-$3.67K	﹤0.01%	788
2024 Q1	$14.5K	Buy	346 +28	+9%	+$1.1K	﹤0.01%	754
2023 Q4	$12.4K	Sell	318 -35	-10%	-$1.31K	﹤0.01%	648
2023 Q3	$12.4K	Buy	353 +192	+119%	+$7.01K	﹤0.01%	607
2023 Q2	$5.86K	Hold	161	–	–	﹤0.01%	641
2023 Q1	$6.02K	Buy	+161	New	+$5.78K	﹤0.01%	657
2022 Q4	–	Sell	-41	Closed	-$1.27K	–	871
2022 Q3	$1.27K	Buy	+41	New	+$1.34K	﹤0.01%	630
2022 Q2	–	Sell	-18	Closed	-$663	–	671
2022 Q1	$663	Buy	+18	New	+$643	﹤0.01%	524

Other funds holding IAU

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Tucker Asset Management's IAU Position: Q4 2025 in Review

Tucker Asset Management opened a new position in iShares Gold Trust (IAU) in Q4 2025: 155 shares worth $12.6K. The stake represents ﹤0.01% of the portfolio and ranks #538 among its holdings. This is a return to the name: Tucker Asset Management previously reported a position in IAU as recently as Q4 2024.

Tucker Asset Management first reported a position in IAU in Q1 2022 and has held it in 11 quarters since. The position peaked at $25.2K in Q4 2024. 1,928 funds tracked by Wall St. Rank hold IAU as of Q4 2025.

Tucker Asset Management held 155 shares of iShares Gold Trust worth $12.6K as of Q4 2025.
iShares Gold Trust was a new Tucker Asset Management position in Q4 2025.
iShares Gold Trust made up ﹤0.01% of Tucker Asset Management's portfolio in Q4 2025, its #538 holding.
Tucker Asset Management first reported a position in iShares Gold Trust in Q1 2022 and has held it in 11 quarters since.
Tucker Asset Management's iShares Gold Trust position peaked at $25.2K in Q4 2024.
1,928 funds tracked by Wall St. Rank held iShares Gold Trust as of Q4 2025.

Based on Tucker Asset Management's 13F filing for Q4 2025, filed 5 Feb 2026.