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

Alterna 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 		$1.74M Buy
22,290
+2,780
+14% +$223K 0.97% 33
2026
Q2 		$1.47M Sell
19,510
-2,021
-9% -$172K 0.85% 35
2026
Q1 		$1.9M Buy
21,531
+691
+3% +$63.4K 1.44% 23
2025
Q4 		$1.69M Sell
20,840
-2,872
-12% -$225K 1.41% 20
2025
Q3 		$1.73M Buy
23,712
+3,072
+15% +$200K 1.42% 20
2025
Q2 		$1.29M Sell
20,640
-1,801
-8% -$112K 1.03% 26
2025
Q1 		$1.32M Buy
22,441
+1,197
+6% +$64.8K 1% 26
2024
Q4 		$1.05M Buy
+21,244
New +$1.07M 0.89% 30
2024
Q2 		– Sell
-6,088
Closed -$256K – 110
2024
Q1 		$256K Sell
6,088
-22
-0.4% -$862 0.21% 79
2023
Q4 		$238K Hold
6,110
– – 0.29% 67
2023
Q3 		$214K Hold
6,110
– – 0.27% 66
2023
Q2 		$222K Hold
6,110
– – 0.26% 92
2023
Q1 		$228K Buy
6,110
+171
+3% +$6.14K 0.29% 72
2022
Q4 		$205K Buy
+5,939
New +$195K 0.23% 88
2022
Q3 		– Sell
-7,033
Closed -$241K – 92
2022
Q2 		$241K Sell
7,033
-5,411
-43% -$192K 0.24% 64
2022
Q1 		$458K Hold
12,444
– – 0.39% 53
2021
Q4 		$433K Buy
+12,444
New +$425K 0.36% 56

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

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

Alterna Wealth Management increased its iShares Gold Trust (IAU) stake by 14% in Q3 2026, buying an estimated $223K and bringing the position to 22,290 shares worth $1.74M. The position accounts for 0.97% of the portfolio, ranked #33.

Alterna Wealth Management first reported a position in IAU in Q4 2021 and has held it in 17 quarters since. The position peaked at $1.9M in Q1 2026. 1,229 funds tracked by Wall St. Rank hold IAU as of Q3 2026.

  • Alterna Wealth Management held 22,290 shares of iShares Gold Trust worth $1.74M as of Q3 2026.
  • Alterna Wealth Management bought 2,780 iShares Gold Trust shares in Q3 2026, an estimated $223K.
  • iShares Gold Trust made up 0.97% of Alterna Wealth Management's portfolio in Q3 2026, its #33 holding.
  • Alterna Wealth Management first reported a position in iShares Gold Trust in Q4 2021 and has held it in 17 quarters since.
  • Alterna Wealth Management's iShares Gold Trust position peaked at $1.9M in Q1 2026.
  • 1,229 funds tracked by Wall St. Rank held iShares Gold Trust as of Q3 2026.

Based on Alterna Wealth Management's 13F filing for Q3 2026, filed 27 Oct 2026.