A4 Wealth Advisors
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A4 Wealth Advisors’s iShares Gold Trust IAU Stock Holding History

A4 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
2026
Q3 		$2.39M Buy
30,575
+15,890
+108% +$1.27M 1.56% 17
2026
Q2 		$1.11M Buy
14,685
+1,871
+15% +$159K 0.74% 32
2026
Q1 		$1.13M Sell
12,814
-7,539
-37% -$692K 0.92% 27
2025
Q4 		$1.65M Buy
20,353
+6,589
+48% +$515K 1.43% 16
2025
Q3 		$1M Buy
+13,764
New +$898K 0.84% 31

Other funds holding IAU

Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return
WealthNavi Inc
WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $12.9B AUM 11.73% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.6B AUM 20.91% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
AL
Arnhold LLC New York $1.4B AUM 42.37% 1-Year Est. Return
Equitable Trust
Equitable Trust Nashville, Tennessee $2.38B AUM 22.38% 1-Year Est. Return
Pennsylvania State University
Pennsylvania State University University Park, Pennsylvania $252M AUM 13.5% 1-Year Est. Return

A4 Wealth Advisors's IAU Position: Q3 2026 in Review

A4 Wealth Advisors increased its iShares Gold Trust (IAU) stake by 108% in Q3 2026, buying an estimated $1.27M and bringing the position to 30,575 shares worth $2.39M. The position accounts for 1.56% of the portfolio, ranked #17.

A4 Wealth Advisors first reported a position in IAU in Q3 2025 and has held it in 5 quarters since. 1,170 funds tracked by Wall St. Rank hold IAU as of Q3 2026.

  • A4 Wealth Advisors held 30,575 shares of iShares Gold Trust worth $2.39M as of Q3 2026.
  • A4 Wealth Advisors bought 15,890 iShares Gold Trust shares in Q3 2026, an estimated $1.27M.
  • iShares Gold Trust made up 1.56% of A4 Wealth Advisors's portfolio in Q3 2026, its #17 holding.
  • A4 Wealth Advisors first reported a position in iShares Gold Trust in Q3 2025 and has held it in 5 quarters since.
  • 1,170 funds tracked by Wall St. Rank held iShares Gold Trust as of Q3 2026.

Based on A4 Wealth Advisors's 13F filing for Q3 2026, filed 20 Oct 2026.