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Wingate Wealth Advisors’s iShares Gold Trust IAU Stock Holding History

Wingate Wealth Advisors’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
-200
Closed -$9.9K – 237
2024
Q4 		$9.9K Buy
+200
New +$10.1K 0.01% 339

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

Wingate Wealth Advisors's IAU Position: Q1 2025 in Review

Wingate Wealth Advisors sold out of iShares Gold Trust (IAU) in Q1 2025, closing a stake of 200 shares — an estimated $9.9K sold.

Wingate Wealth Advisors first reported a position in IAU in Q4 2024 and held it in 1 quarter. The position peaked at $9.9K in Q4 2024. 1,544 funds tracked by Wall St. Rank hold IAU as of Q1 2025.

  • Wingate Wealth Advisors reported no remaining iShares Gold Trust position as of Q1 2025 after selling out during the quarter.
  • Wingate Wealth Advisors sold 200 iShares Gold Trust shares in Q1 2025, an estimated $9.9K.
  • Wingate Wealth Advisors first reported a position in iShares Gold Trust in Q4 2024 and held it in 1 quarter.
  • Wingate Wealth Advisors's iShares Gold Trust position peaked at $9.9K in Q4 2024.
  • 1,544 funds tracked by Wall St. Rank held iShares Gold Trust as of Q1 2025.

Based on Wingate Wealth Advisors's 13F filing for Q1 2025, filed 24 Apr 2025.