Ashton Thomas Securities’s iShares Gold Trust IAU Stock Holding History

Ashton Thomas Securities’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	$1.4M	Buy	17,899 +412	+2%	+$33K	0.15%	136
2026 Q2	$1.32M	Sell	17,487 -9,818	-36%	-$833K	0.2%	111
2026 Q1	$2.41M	Sell	27,305 -6,363	-19%	-$584K	0.3%	89
2025 Q4	$2.73M	Sell	33,668 -569	-2%	-$44.5K	0.52%	45
2025 Q3	$2.49M	Buy	34,237 +8,914	+35%	+$582K	0.35%	71
2025 Q2	$1.58M	Sell	25,323 -10,164	-29%	-$630K	0.38%	70
2025 Q1	$2.09M	Buy	35,487 +14,247	+67%	+$771K	0.58%	47
2024 Q4	$1.05M	Buy	21,240 +17,925	+541%	+$901K	0.29%	86
2024 Q3	$165K	Buy	+3,315	New	+$155K	0.03%	276

Other funds holding IAU

Arnhold LLC New York $1.4B AUM 42.37% 1-Year Est. Return

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

Tanglewood Wealth Management Houston, Texas $1.2B AUM 13.27% 1-Year Est. Return

Anderson Hoagland & Co St Louis, Missouri $1.31B AUM 21.27% 1-Year Est. Return

GenWealth Group Maplewood, New Jersey $641M AUM 11.61% 1-Year Est. Return

Park Avenue Securities New York $16.4B AUM 18.52% 1-Year Est. Return

Ashton Thomas Securities's IAU Position: Q3 2026 in Review

Ashton Thomas Securities increased its iShares Gold Trust (IAU) stake by 2.4% in Q3 2026, buying an estimated $33K and bringing the position to 17,899 shares worth $1.4M. The position accounts for 0.15% of the portfolio, ranked #136.

Ashton Thomas Securities first reported a position in IAU in Q3 2024 and has held it in 9 quarters since. The position peaked at $2.73M in Q4 2025. 698 funds tracked by Wall St. Rank hold IAU as of Q3 2026.

Ashton Thomas Securities held 17,899 shares of iShares Gold Trust worth $1.4M as of Q3 2026.
Ashton Thomas Securities bought 412 iShares Gold Trust shares in Q3 2026, an estimated $33K.
iShares Gold Trust made up 0.15% of Ashton Thomas Securities's portfolio in Q3 2026, its #136 holding.
Ashton Thomas Securities first reported a position in iShares Gold Trust in Q3 2024 and has held it in 9 quarters since.
Ashton Thomas Securities's iShares Gold Trust position peaked at $2.73M in Q4 2025.
698 funds tracked by Wall St. Rank held iShares Gold Trust as of Q3 2026.

Based on Ashton Thomas Securities's 13F filing for Q3 2026, filed 26 Oct 2026.