Abound Wealth Management
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Abound Wealth Management’s iShares Gold Trust IAU Stock Holding History

Abound Wealth Management’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 		$34.7K Buy
444
+356
+405% +$28.5K 0.01% 334
2026
Q2 		$6.64K Buy
+88
New +$7.47K ﹤0.01% 545
2026
Q1 		– Sell
-57
Closed -$4.63K – 1551
2025
Q4 		$4.63K Buy
57
+44
+338% +$3.44K ﹤0.01% 694
2025
Q3 		$947 Sell
13
-835
-98% -$54.5K ﹤0.01% 877
2025
Q2 		$52.9K Buy
848
+142
+20% +$8.8K 0.01% 201
2025
Q1 		$41.6K Buy
706
+282
+67% +$15.3K 0.01% 207
2024
Q4 		$21K Hold
424
– – 0.01% 276
2024
Q3 		$21.1K Sell
424
-432
-50% -$20.2K 0.01% 287
2024
Q2 		$37.6K Sell
856
-410
-32% -$18.1K 0.01% 182
2024
Q1 		$53.2K Buy
1,266
+13
+1% +$510 0.02% 145
2023
Q4 		$48.9K Buy
1,253
+821
+190% +$30.7K 0.02% 148
2023
Q3 		$15.1K Hold
432
– – 0.01% 260
2023
Q2 		$15.7K Hold
432
– – 0.01% 258
2023
Q1 		$16.1K Hold
432
– – 0.01% 229
2022
Q4 		$14.9K Hold
432
– – 0.01% 218
2022
Q3 		$13.6K Buy
+432
New +$14.2K 0.01% 244

Other funds holding IAU

LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
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
AlTi Global
AlTi Global New York $4.86B AUM 17.35% 1-Year Est. Return

Abound Wealth Management's IAU Position: Q3 2026 in Review

Abound Wealth Management increased its iShares Gold Trust (IAU) stake by 405% in Q3 2026, buying an estimated $28.5K and bringing the position to 444 shares worth $34.7K. The position accounts for 0.01% of the portfolio, ranked #334.

Abound Wealth Management first reported a position in IAU in Q3 2022 and has held it in 16 quarters since. The position peaked at $53.2K in Q1 2024. 1,236 funds tracked by Wall St. Rank hold IAU as of Q3 2026.

  • Abound Wealth Management held 444 shares of iShares Gold Trust worth $34.7K as of Q3 2026.
  • Abound Wealth Management bought 356 iShares Gold Trust shares in Q3 2026, an estimated $28.5K.
  • iShares Gold Trust made up 0.01% of Abound Wealth Management's portfolio in Q3 2026, its #334 holding.
  • Abound Wealth Management first reported a position in iShares Gold Trust in Q3 2022 and has held it in 16 quarters since.
  • Abound Wealth Management's iShares Gold Trust position peaked at $53.2K in Q1 2024.
  • 1,236 funds tracked by Wall St. Rank held iShares Gold Trust as of Q3 2026.

Based on Abound Wealth Management's 13F filing for Q3 2026, filed 26 Oct 2026.