ADE LLC
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ADE LLC’s iShares Gold Trust IAU Stock Holding History

ADE LLC’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
2021
Q1 		– Sell
-3
Closed -$1K – 270
2020
Q4 		$1K Buy
+3
New +$107 ﹤0.01% 320

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

ADE LLC's IAU Position: Q3 2026 in Review

ADE LLC opened a new position in iShares Gold Trust (IAU) in Q3 2026: 4,076 shares worth $318K. The stake represents 0.13% of the portfolio and ranks #76 among its holdings.

1,229 funds tracked by Wall St. Rank hold IAU as of Q3 2026.

  • ADE LLC held 4,076 shares of iShares Gold Trust worth $318K as of Q3 2026.
  • iShares Gold Trust was a new ADE LLC position in Q3 2026.
  • iShares Gold Trust made up 0.13% of ADE LLC's portfolio in Q3 2026, its #76 holding.
  • 1,229 funds tracked by Wall St. Rank held iShares Gold Trust as of Q3 2026.

Based on ADE LLC's 13F filing for Q3 2026, filed 29 Oct 2026.