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Vantus Wealth’s iShares Gold Trust IAU Stock Holding History

Vantus 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
Q4 		$391K Buy
+4,813
New +$376K 0.29% 110

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 22.96% 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

Vantus Wealth's IAU Position: Q4 2025 in Review

Vantus Wealth opened a new position in iShares Gold Trust (IAU) in Q4 2025: 4,813 shares worth $391K. The stake represents 0.29% of the portfolio and ranks #110 among its holdings.

1,930 funds tracked by Wall St. Rank hold IAU as of Q4 2025.

  • Vantus Wealth held 4,813 shares of iShares Gold Trust worth $391K as of Q4 2025.
  • iShares Gold Trust was a new Vantus Wealth position in Q4 2025.
  • iShares Gold Trust made up 0.29% of Vantus Wealth's portfolio in Q4 2025, its #110 holding.
  • 1,930 funds tracked by Wall St. Rank held iShares Gold Trust as of Q4 2025.

Based on Vantus Wealth's 13F filing for Q4 2025, filed 10 Feb 2026.