Advisory Solutions Group’s iShares Gold Trust IAU Stock Holding History

Advisory Solutions 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	$1.5M	Buy	+19,255	New	+$1.54M	0.32%	81

Other funds holding IAU

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

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

Cadinha & Co Honolulu, Hawaii $616M AUM 24.55% 1-Year Est. Return

Advisory Solutions Group's IAU Position: Q3 2026 in Review

Advisory Solutions Group opened a new position in iShares Gold Trust (IAU) in Q3 2026: 19,255 shares worth $1.5M. The stake represents 0.32% of the portfolio and ranks #81 among its holdings.

641 funds tracked by Wall St. Rank hold IAU as of Q3 2026.

Advisory Solutions Group held 19,255 shares of iShares Gold Trust worth $1.5M as of Q3 2026.
iShares Gold Trust was a new Advisory Solutions Group position in Q3 2026.
iShares Gold Trust made up 0.32% of Advisory Solutions Group's portfolio in Q3 2026, its #81 holding.
641 funds tracked by Wall St. Rank held iShares Gold Trust as of Q3 2026.

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