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WMS Partners’s iShares Gold Trust IAU Stock Holding History

WMS Partners’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
-94,347
Closed -$4.67M – 121
2024
Q4 		$4.67M Sell
94,347
-30
-0% -$1.51K 0.26% 45
2024
Q3 		$4.69M Hold
94,377
– – 0.26% 45
2024
Q2 		$4.15M Sell
94,377
-5,193
-5% -$229K 0.27% 44
2024
Q1 		$4.18M Buy
99,570
+8,000
+9% +$314K 0.29% 43
2023
Q4 		$3.57M Hold
91,570
– – 0.26% 48
2023
Q3 		$3.2M Hold
91,570
– – 0.25% 52
2023
Q2 		$3.33M Buy
91,570
+10,000
+12% +$375K 0.26% 51
2023
Q1 		$3.05M Buy
81,570
+13,483
+20% +$484K 0.27% 48
2022
Q4 		$2.36M Sell
68,087
-9,627
-12% -$316K 0.23% 54
2022
Q3 		$2.45M Buy
77,714
+5,518
+8% +$181K 0.33% 45
2022
Q2 		$2.48M Sell
72,196
-13,000
-15% -$462K 0.39% 44
2022
Q1 		$3.14M Buy
85,196
+10,062
+13% +$359K 0.43% 36
2021
Q4 		$2.62M Sell
75,134
-1,000
-1% -$34.2K 0.56% 38
2021
Q3 		$2.54M Buy
76,134
+13,000
+21% +$443K 0.37% 40
2021
Q2 		$2.13M Sell
63,134
-21
-0% -$726 0.31% 45
2021
Q1 		$2.05M Sell
63,155
-13,917
-18% -$476K 0.47% 41
2020
Q4 		$2.79M Hold
77,072
– – 0.48% 33
2020
Q3 		$2.77M Buy
77,072
+9,294
+14% +$339K 0.54% 31
2020
Q2 		$2.3M Buy
+67,778
New +$2.22M 0.48% 35
2014
Q1 		– Sell
-5,529
Closed -$129K – 245
2013
Q4 		$129K Hold
5,529
– – 0.02% 227
2013
Q3 		$143K Hold
5,529
– – 0.03% 199
2013
Q2 		$133K Buy
+5,529
New +$152K 0.02% 226

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

WMS Partners's IAU Position: Q1 2025 in Review

WMS Partners sold out of iShares Gold Trust (IAU) in Q1 2025, closing a stake of 94,347 shares — an estimated $4.67M sold.

WMS Partners first reported a position in IAU in Q2 2013 and held it in 22 quarters. The position peaked at $4.69M in Q3 2024. 1,544 funds tracked by Wall St. Rank hold IAU as of Q1 2025.

  • WMS Partners reported no remaining iShares Gold Trust position as of Q1 2025 after selling out during the quarter.
  • WMS Partners sold 94,347 iShares Gold Trust shares in Q1 2025, an estimated $4.67M.
  • WMS Partners first reported a position in iShares Gold Trust in Q2 2013 and held it in 22 quarters.
  • WMS Partners's iShares Gold Trust position peaked at $4.69M in Q3 2024.
  • 1,544 funds tracked by Wall St. Rank held iShares Gold Trust as of Q1 2025.

Based on WMS Partners's 13F filing for Q1 2025.