Wealth Group’s iShares Gold Trust IAU Stock Holding History

Wealth Group’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	-4,183	Closed	-$207K	–	163
2024 Q4	$207K	Buy	+4,183	New	+$210K	0.13%	155

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

Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 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

Wealth Group's IAU Position: Q1 2025 in Review

Wealth Group sold out of iShares Gold Trust (IAU) in Q1 2025, closing a stake of 4,183 shares — an estimated $207K sold.

Wealth Group first reported a position in IAU in Q4 2024 and held it in 1 quarter. The position peaked at $207K in Q4 2024. 1,544 funds tracked by Wall St. Rank hold IAU as of Q1 2025.

Wealth Group reported no remaining iShares Gold Trust position as of Q1 2025 after selling out during the quarter.
Wealth Group sold 4,183 iShares Gold Trust shares in Q1 2025, an estimated $207K.
Wealth Group first reported a position in iShares Gold Trust in Q4 2024 and held it in 1 quarter.
Wealth Group's iShares Gold Trust position peaked at $207K in Q4 2024.
1,544 funds tracked by Wall St. Rank held iShares Gold Trust as of Q1 2025.

Based on Wealth Group's 13F filing for Q1 2025, filed 7 May 2025.