ABLE Financial Group’s iShares Gold Trust IAU Stock Holding History

ABLE Financial 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
2026 Q3	$9.4M	Buy	120,376 +10,938	+10%	+$877K	1.47%	18
2026 Q2	$8.26M	Buy	109,438 +10,144	+10%	+$861K	1.39%	19
2026 Q1	$8.75M	Sell	99,294 -19,677	-17%	-$1.8M	1.71%	16
2025 Q4	$9.7M	Sell	118,971 -217	-0.2%	-$17K	1.96%	14
2025 Q3	$8.67M	Buy	119,188 +8,139	+7%	+$531K	1.88%	15
2025 Q2	$6.93M	Sell	111,049 -885	-0.8%	-$54.8K	1.67%	18
2025 Q1	$6.6M	Sell	111,934 -8,787	-7%	-$475K	1.85%	12
2024 Q4	$5.98M	Buy	120,721 +67,121	+125%	+$3.37M	1.77%	14
2024 Q3	$2.66M	Buy	53,600 +45,940	+600%	+$2.15M	0.82%	29
2024 Q2	$337K	Buy	+7,660	New	+$339K	0.12%	127

Other funds holding IAU

Equitable Trust Nashville, Tennessee $2.38B AUM 22.38% 1-Year Est. Return

PSU

Pennsylvania State University University Park, Pennsylvania $252M AUM 13.5% 1-Year Est. Return

Beacon Investment Advisory Services Morristown, New Jersey $2.66B AUM 29.77% 1-Year Est. Return

J.M. Forbes & Co Boston, Massachusetts $1.33B AUM 21.14% 1-Year Est. Return

GenWealth Group Maplewood, New Jersey $641M AUM 11.61% 1-Year Est. Return

TD Waterhouse Canada Toronto, Ontario, Canada $38.4B AUM 30.28% 1-Year Est. Return

Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return

Blue Trust Inc Alpharetta, Georgia $9.5B AUM 13.02% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

IFP Advisors Tampa, Florida $5.86B AUM 20.09% 1-Year Est. Return

ABLE Financial Group's IAU Position: Q3 2026 in Review

ABLE Financial Group increased its iShares Gold Trust (IAU) stake by 10% in Q3 2026, buying an estimated $877K and bringing the position to 120,376 shares worth $9.4M. The position accounts for 1.47% of the portfolio, ranked #18.

ABLE Financial Group first reported a position in IAU in Q2 2024 and has held it in 10 quarters since. The position peaked at $9.7M in Q4 2025. 464 funds tracked by Wall St. Rank hold IAU as of Q3 2026.

ABLE Financial Group held 120,376 shares of iShares Gold Trust worth $9.4M as of Q3 2026.
ABLE Financial Group bought 10,938 iShares Gold Trust shares in Q3 2026, an estimated $877K.
iShares Gold Trust made up 1.47% of ABLE Financial Group's portfolio in Q3 2026, its #18 holding.
ABLE Financial Group first reported a position in iShares Gold Trust in Q2 2024 and has held it in 10 quarters since.
ABLE Financial Group's iShares Gold Trust position peaked at $9.7M in Q4 2025.
464 funds tracked by Wall St. Rank held iShares Gold Trust as of Q3 2026.

Based on ABLE Financial Group's 13F filing for Q3 2026, filed 14 Oct 2026.