Tyler-Stone Wealth Management’s iShares Gold Trust IAU Stock Holding History

Tyler-Stone Wealth 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 Q2	$327K	Hold	5,243	–	–	0.05%	256
2025 Q1	$309K	Sell	5,243 -3,766	-42%	-$204K	0.06%	250
2024 Q4	$446K	Hold	9,009	–	–	0.08%	206
2024 Q3	$448K	Buy	9,009 +4,504	+100%	+$211K	0.08%	198
2024 Q2	$198K	Hold	4,505	–	–	0.08%	192
2024 Q1	$189K	Sell	4,505 -3,502	-44%	-$137K	0.08%	197
2023 Q4	$312K	Hold	8,007	–	–	0.16%	128
2023 Q3	$280K	Hold	8,007	–	–	0.16%	123
2023 Q2	$291K	Buy	+8,007	New	+$300K	0.16%	119
2022 Q4	$277K	Hold	8,007	–	–	0.19%	118
2022 Q3	$252K	Hold	8,007	–	–	0.19%	115
2022 Q2	$275K	Buy	+8,007	New	+$285K	0.18%	113
2022 Q1	–	Sell	-7,957	Closed	-$277K	–	884
2021 Q4	$277K	Buy	+7,957	New	+$272K	0.15%	146

Other funds holding IAU

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $154B AUM 29.96% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Tyler-Stone Wealth Management's IAU Position: Q2 2025 in Review

Tyler-Stone Wealth Management held its iShares Gold Trust (IAU) position steady in Q2 2025 at 5,243 shares worth $327K. The position accounts for 0.05% of the portfolio, ranked #256.

Tyler-Stone Wealth Management first reported a position in IAU in Q4 2021 and has held it in 13 quarters since. The position peaked at $448K in Q3 2024. 1,588 funds tracked by Wall St. Rank hold IAU as of Q2 2025.

Tyler-Stone Wealth Management held 5,243 shares of iShares Gold Trust worth $327K as of Q2 2025.
Tyler-Stone Wealth Management left its iShares Gold Trust share count unchanged in Q2 2025.
iShares Gold Trust made up 0.05% of Tyler-Stone Wealth Management's portfolio in Q2 2025, its #256 holding.
Tyler-Stone Wealth Management first reported a position in iShares Gold Trust in Q4 2021 and has held it in 13 quarters since.
Tyler-Stone Wealth Management's iShares Gold Trust position peaked at $448K in Q3 2024.
1,588 funds tracked by Wall St. Rank held iShares Gold Trust as of Q2 2025.

Based on Tyler-Stone Wealth Management's 13F filing for Q2 2025, filed 18 Aug 2025.