ARS Wealth Advisors Group
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ARS Wealth Advisors Group’s iShares Gold Trust IAU Stock Holding History

ARS Wealth Advisors 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 		$443K Buy
5,668
+74
+1% +$5.93K 0.03% 152
2026
Q2 		$422K Hold
5,594
– – 0.03% 152
2026
Q1 		$493K Buy
5,594
+3,112
+125% +$285K 0.04% 126
2025
Q4 		$201K Buy
+2,482
New +$194K 0.02% 186

Other funds holding IAU

WealthNavi Inc
WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $12.9B AUM 11.73% 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
Pennsylvania State University
Pennsylvania State University University Park, Pennsylvania $252M AUM 13.5% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
Beacon Investment Advisory Services
Beacon Investment Advisory Services Morristown, New Jersey $2.66B AUM 29.77% 1-Year Est. Return
J.M. Forbes & Co
J.M. Forbes & Co Boston, Massachusetts $1.33B AUM 21.14% 1-Year Est. Return
Tanglewood Wealth Management
Tanglewood Wealth Management Houston, Texas $1.2B AUM 13.27% 1-Year Est. Return
Anderson Hoagland & Co
Anderson Hoagland & Co St Louis, Missouri $1.31B AUM 21.27% 1-Year Est. Return
GenWealth Group
GenWealth Group Maplewood, New Jersey $641M AUM 11.61% 1-Year Est. Return

ARS Wealth Advisors Group's IAU Position: Q3 2026 in Review

ARS Wealth Advisors Group increased its iShares Gold Trust (IAU) stake by 1.3% in Q3 2026, buying an estimated $5.93K and bringing the position to 5,668 shares worth $443K. The position accounts for 0.03% of the portfolio, ranked #152.

ARS Wealth Advisors Group first reported a position in IAU in Q4 2025 and has held it in 4 quarters since. The position peaked at $493K in Q1 2026. 806 funds tracked by Wall St. Rank hold IAU as of Q3 2026.

  • ARS Wealth Advisors Group held 5,668 shares of iShares Gold Trust worth $443K as of Q3 2026.
  • ARS Wealth Advisors Group bought 74 iShares Gold Trust shares in Q3 2026, an estimated $5.93K.
  • iShares Gold Trust made up 0.03% of ARS Wealth Advisors Group's portfolio in Q3 2026, its #152 holding.
  • ARS Wealth Advisors Group first reported a position in iShares Gold Trust in Q4 2025 and has held it in 4 quarters since.
  • ARS Wealth Advisors Group's iShares Gold Trust position peaked at $493K in Q1 2026.
  • 806 funds tracked by Wall St. Rank held iShares Gold Trust as of Q3 2026.

Based on ARS Wealth Advisors Group's 13F filing for Q3 2026, filed 16 Oct 2026.