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3 Factor Indexing’s iShares Gold Trust IAU Stock Holding History

3 Factor Indexing’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
2026
Q2 		$1.89K Hold
25
– – ﹤0.01% 141
2026
Q1 		$2.2K Buy
+25
New +$2.29K ﹤0.01% 140

Other funds holding IAU

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
WI
WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $12.8B AUM 19.73% 1-Year Est. Return

3 Factor Indexing's IAU Position: Q2 2026 in Review

3 Factor Indexing held its iShares Gold Trust (IAU) position steady in Q2 2026 at 25 shares worth $1.89K. The position accounts for ﹤0.01% of the portfolio, ranked #141.

3 Factor Indexing first reported a position in IAU in Q1 2026 and has held it in 2 quarters since. The position peaked at $2.2K in Q1 2026. 1,834 funds tracked by Wall St. Rank hold IAU as of Q2 2026.

  • 3 Factor Indexing held 25 shares of iShares Gold Trust worth $1.89K as of Q2 2026.
  • 3 Factor Indexing left its iShares Gold Trust share count unchanged in Q2 2026.
  • iShares Gold Trust made up ﹤0.01% of 3 Factor Indexing's portfolio in Q2 2026, its #141 holding.
  • 3 Factor Indexing first reported a position in iShares Gold Trust in Q1 2026 and has held it in 2 quarters since.
  • 3 Factor Indexing's iShares Gold Trust position peaked at $2.2K in Q1 2026.
  • 1,834 funds tracked by Wall St. Rank held iShares Gold Trust as of Q2 2026.

Based on 3 Factor Indexing's 13F filing for Q2 2026, filed 8 Jul 2026.