Winnow Wealth’s iShares Gold Trust IAU Stock Holding History

Winnow 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 Q3	–	Sell	-1,000	Closed	-$62.4K	–	616
2025 Q2	$62.4K	Buy	+1,000	New	+$62K	0.05%	78

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

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

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

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

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $12.8B AUM 19.73% 1-Year Est. Return

Winnow Wealth's IAU Position: Q3 2025 in Review

Winnow Wealth sold out of iShares Gold Trust (IAU) in Q3 2025, closing a stake of 1,000 shares — an estimated $62.4K sold.

Winnow Wealth first reported a position in IAU in Q2 2025 and held it in 1 quarter. The position peaked at $62.4K in Q2 2025. 1,709 funds tracked by Wall St. Rank hold IAU as of Q3 2025.

Winnow Wealth reported no remaining iShares Gold Trust position as of Q3 2025 after selling out during the quarter.
Winnow Wealth sold 1,000 iShares Gold Trust shares in Q3 2025, an estimated $62.4K.
Winnow Wealth first reported a position in iShares Gold Trust in Q2 2025 and held it in 1 quarter.
Winnow Wealth's iShares Gold Trust position peaked at $62.4K in Q2 2025.
1,709 funds tracked by Wall St. Rank held iShares Gold Trust as of Q3 2025.

Based on Winnow Wealth's 13F filing for Q3 2025, filed 4 Nov 2025.