Absolute Capital Management’s iShares Gold Trust IAU Stock Holding History

Absolute Capital 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	$358K	Buy	4,586 +519	+13%	+$41.6K	0.08%	134
2026 Q2	$307K	Buy	4,067 +687	+20%	+$58.3K	0.08%	137
2026 Q1	$298K	Sell	3,380 -4,449	-57%	-$408K	0.1%	124
2025 Q4	$636K	Buy	7,829 +698	+10%	+$54.6K	0.23%	85
2025 Q3	$519K	Buy	7,131 +2,867	+67%	+$187K	0.22%	88
2025 Q2	$266K	Sell	4,264 -1,641	-28%	-$102K	0.13%	113
2025 Q1	$348K	Buy	+5,905	New	+$319K	0.2%	94

Other funds holding IAU

WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $12.9B AUM 11.73% 1-Year Est. Return

Arnhold LLC New York $1.4B AUM 42.37% 1-Year Est. Return

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

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

AssetMark Inc Concord, California $59.5B AUM 15.92% 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

Tanglewood Wealth Management Houston, Texas $1.2B AUM 13.27% 1-Year Est. Return

Anderson Hoagland & Co St Louis, Missouri $1.31B AUM 21.27% 1-Year Est. Return

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

Absolute Capital Management's IAU Position: Q3 2026 in Review

Absolute Capital Management increased its iShares Gold Trust (IAU) stake by 13% in Q3 2026, buying an estimated $41.6K and bringing the position to 4,586 shares worth $358K. The position accounts for 0.08% of the portfolio, ranked #134.

Absolute Capital Management first reported a position in IAU in Q1 2025 and has held it in 7 quarters since. The position peaked at $636K in Q4 2025. 747 funds tracked by Wall St. Rank hold IAU as of Q3 2026.

Absolute Capital Management held 4,586 shares of iShares Gold Trust worth $358K as of Q3 2026.
Absolute Capital Management bought 519 iShares Gold Trust shares in Q3 2026, an estimated $41.6K.
iShares Gold Trust made up 0.08% of Absolute Capital Management's portfolio in Q3 2026, its #134 holding.
Absolute Capital Management first reported a position in iShares Gold Trust in Q1 2025 and has held it in 7 quarters since.
Absolute Capital Management's iShares Gold Trust position peaked at $636K in Q4 2025.
747 funds tracked by Wall St. Rank held iShares Gold Trust as of Q3 2026.

Based on Absolute Capital Management's 13F filing for Q3 2026, filed 16 Oct 2026.