Armis Advisers
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Armis Advisers’s iShares Gold Trust IAU Stock Holding History

Armis Advisers’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 		$3.62M Buy
46,171
+18,983
+70% +$1.52M 0.3% 59
2026
Q2 		$2.13M Buy
27,188
+5,211
+24% +$442K 0.2% 84
2026
Q1 		$1.94M Buy
21,977
+2,063
+10% +$189K 0.19% 94
2025
Q4 		$1.69M Buy
19,914
+4,121
+26% +$322K 0.19% 92
2025
Q3 		$1.19M Sell
15,793
-5,983
-27% -$390K 0.11% 117
2025
Q2 		$1.37M Buy
21,776
+4,417
+25% +$274K 0.11% 150
2025
Q1 		$1.08M Buy
+17,359
New +$939K 0.1% 158

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

Armis Advisers's IAU Position: Q3 2026 in Review

Armis Advisers increased its iShares Gold Trust (IAU) stake by 70% in Q3 2026, buying an estimated $1.52M and bringing the position to 46,171 shares worth $3.62M. The position accounts for 0.3% of the portfolio, ranked #59.

Armis Advisers first reported a position in IAU in Q1 2025 and has held it in 7 quarters since. 1,229 funds tracked by Wall St. Rank hold IAU as of Q3 2026.

  • Armis Advisers held 46,171 shares of iShares Gold Trust worth $3.62M as of Q3 2026.
  • Armis Advisers bought 18,983 iShares Gold Trust shares in Q3 2026, an estimated $1.52M.
  • iShares Gold Trust made up 0.3% of Armis Advisers's portfolio in Q3 2026, its #59 holding.
  • Armis Advisers first reported a position in iShares Gold Trust in Q1 2025 and has held it in 7 quarters since.
  • 1,229 funds tracked by Wall St. Rank held iShares Gold Trust as of Q3 2026.

Based on Armis Advisers's 13F filing for Q3 2026, filed 13 Oct 2026.