Ariston Services Group’s iShares Gold Trust IAU Stock Holding History

Ariston Services 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	$9.8M	Sell	125,388 -11	-0%	-$882	5.51%	5
2026 Q2	$9.47M	Buy	+125,399	New	+$10.6M	5.22%	5
2026 Q1	–	Sell	-126,940	Closed	-$11.6M	–	4
2025 Q4	$10.3M	Sell	126,940 -517	-0.4%	-$40.4K	6.04%	5
2025 Q3	$9.28M	Buy	127,457 +1,078	+0.9%	+$70.3K	5.59%	5
2025 Q2	$7.88M	Sell	126,379 -34,145	-21%	-$2.12M	5.6%	5
2025 Q1	$9.46M	Sell	160,524 -1,188	-0.7%	-$64.3K	7.91%	3
2024 Q4	$8.01M	Buy	161,712 +415	+0.3%	+$20.9K	6.94%	4
2024 Q3	$8.02M	Sell	161,297 -144	-0.1%	-$6.74K	6.98%	4
2024 Q2	$7.09M	Sell	161,441 -424	-0.3%	-$18.7K	6.83%	4
2024 Q1	$6.8M	Sell	161,865 -42	-0%	-$1.65K	6.51%	4
2023 Q4	$6.32M	Buy	+161,907	New	+$6.06M	6.12%	6

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

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

Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return

Blue Trust Inc Alpharetta, Georgia $9.5B AUM 13.02% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Ariston Services Group's IAU Position: Q3 2026 in Review

Ariston Services Group reduced its iShares Gold Trust (IAU) stake by 0.01% in Q3 2026, selling an estimated $882 and leaving 125,388 shares worth $9.8M. The position accounts for 5.51% of the portfolio, ranked #5.

Ariston Services Group first reported a position in IAU in Q4 2023 and has held it in 11 quarters since. The position peaked at $10.3M in Q4 2025. 516 funds tracked by Wall St. Rank hold IAU as of Q3 2026.

Ariston Services Group held 125,388 shares of iShares Gold Trust worth $9.8M as of Q3 2026.
Ariston Services Group sold 11 iShares Gold Trust shares in Q3 2026, an estimated $882.
iShares Gold Trust made up 5.51% of Ariston Services Group's portfolio in Q3 2026, its #5 holding.
Ariston Services Group first reported a position in iShares Gold Trust in Q4 2023 and has held it in 11 quarters since.
Ariston Services Group's iShares Gold Trust position peaked at $10.3M in Q4 2025.
516 funds tracked by Wall St. Rank held iShares Gold Trust as of Q3 2026.

Based on Ariston Services Group's 13F filing for Q3 2026, filed 16 Oct 2026.