Yeomans Consulting Group’s iShares Gold Trust IAU Stock Holding History

Yeomans Consulting 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 Q4	$26.9M	Sell	331,438 -32,724	-9%	-$2.56M	7.88%	2
2025 Q3	$26.5M	Sell	364,162 -7,809	-2%	-$509K	9.16%	2
2025 Q2	$23.4M	Sell	371,971 -26,735	-7%	-$1.66M	9.67%	1
2025 Q1	$23.5M	Sell	398,706 -26,651	-6%	-$1.44M	9.09%	2
2024 Q4	$21.1M	Sell	425,357 -3,833	-0.9%	-$193K	7.89%	1
2024 Q3	$21.3M	Buy	429,190 +176,888	+70%	+$8.28M	7.97%	1
2024 Q2	$11.1M	Buy	252,302 +39,919	+19%	+$1.76M	4.28%	8
2024 Q1	$8.92M	Buy	212,383 +63,061	+42%	+$2.47M	3.91%	8
2023 Q4	$5.83M	Buy	+149,322	New	+$5.59M	2.9%	10

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

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

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

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

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Yeomans Consulting Group's IAU Position: Q4 2025 in Review

Yeomans Consulting Group reduced its iShares Gold Trust (IAU) stake by 9% in Q4 2025, selling an estimated $2.56M and leaving 331,438 shares worth $26.9M. The position accounts for 7.88% of the portfolio, ranked #2.

Yeomans Consulting Group first reported a position in IAU in Q4 2023 and has held it in 9 quarters since. 1,928 funds tracked by Wall St. Rank hold IAU as of Q4 2025.

Yeomans Consulting Group held 331,438 shares of iShares Gold Trust worth $26.9M as of Q4 2025.
Yeomans Consulting Group sold 32,724 iShares Gold Trust shares in Q4 2025, an estimated $2.56M.
iShares Gold Trust made up 7.88% of Yeomans Consulting Group's portfolio in Q4 2025, its #2 holding.
Yeomans Consulting Group first reported a position in iShares Gold Trust in Q4 2023 and has held it in 9 quarters since.
1,928 funds tracked by Wall St. Rank held iShares Gold Trust as of Q4 2025.

Based on Yeomans Consulting Group's 13F filing for Q4 2025, filed 7 Jan 2026.