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

Armbruster 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	$305K	Buy	3,910 +1,010	+35%	+$81K	0.05%	114
2026 Q2	$219K	Sell	2,900 -4,625	-61%	-$393K	0.03%	122
2026 Q1	$663K	Sell	7,525 -1,725	-19%	-$158K	0.11%	76
2025 Q4	$751K	Sell	9,250 -2,750	-23%	-$215K	0.13%	71
2025 Q3	$873K	Hold	12,000	–	–	0.15%	68
2025 Q2	$748K	Hold	12,000	–	–	0.14%	69
2025 Q1	$708K	Hold	12,000	–	–	0.14%	68
2024 Q4	$594K	Buy	+12,000	New	+$603K	0.12%	75

Other funds holding IAU

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Citigroup New York $308B AUM 40.94% 1-Year Est. Return

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

KeyBank National Association Cleveland, Ohio $30.6B AUM 20.91% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $106B AUM 21.33% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return

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

Armbruster Capital Management increased its iShares Gold Trust (IAU) stake by 35% in Q3 2026, buying an estimated $81K and bringing the position to 3,910 shares worth $305K. The position accounts for 0.05% of the portfolio, ranked #114.

Armbruster Capital Management first reported a position in IAU in Q4 2024 and has held it in 8 quarters since. The position peaked at $873K in Q3 2025. 1,390 funds tracked by Wall St. Rank hold IAU as of Q3 2026.

Armbruster Capital Management held 3,910 shares of iShares Gold Trust worth $305K as of Q3 2026.
Armbruster Capital Management bought 1,010 iShares Gold Trust shares in Q3 2026, an estimated $81K.
iShares Gold Trust made up 0.05% of Armbruster Capital Management's portfolio in Q3 2026, its #114 holding.
Armbruster Capital Management first reported a position in iShares Gold Trust in Q4 2024 and has held it in 8 quarters since.
Armbruster Capital Management's iShares Gold Trust position peaked at $873K in Q3 2025.
1,390 funds tracked by Wall St. Rank held iShares Gold Trust as of Q3 2026.

Based on Armbruster Capital Management's 13F filing for Q3 2026, filed 19 Oct 2026.