Aspect Partners’s iShares Gold Trust IAU Stock Holding History

Aspect Partners’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	$7.03M	Buy	90,030 +5,442	+6%	+$436K	2.66%	13
2026 Q2	$6.39M	Buy	84,588 +11,098	+15%	+$942K	2.38%	12
2026 Q1	$6.48M	Buy	73,490 +2,921	+4%	+$268K	2.65%	12
2025 Q4	$5.73M	Buy	70,569 +738	+1%	+$57.7K	2.51%	12
2025 Q3	$5.08M	Buy	69,831 +2,710	+4%	+$177K	2.31%	14
2025 Q2	$4.19M	Buy	67,121 +2,530	+4%	+$157K	2.06%	17
2025 Q1	$3.81M	Buy	64,591 +2,656	+4%	+$144K	2.18%	17
2024 Q4	$3.07M	Sell	61,935 -2,419	-4%	-$122K	1.77%	15
2024 Q3	$3.2M	Buy	64,354 +9,536	+17%	+$446K	1.8%	16
2024 Q2	$2.41M	Buy	54,818 +292	+0.5%	+$12.9K	1.43%	16
2024 Q1	$2.29M	Buy	54,526 +1,290	+2%	+$50.6K	1.81%	12
2023 Q4	$2.08M	Buy	+53,236	New	+$1.99M	1.34%	16

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

Cadinha & Co Honolulu, Hawaii $616M AUM 24.55% 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

Aspect Partners's IAU Position: Q3 2026 in Review

Aspect Partners increased its iShares Gold Trust (IAU) stake by 6.4% in Q3 2026, buying an estimated $436K and bringing the position to 90,030 shares worth $7.03M. The position accounts for 2.66% of the portfolio, ranked #13.

Aspect Partners first reported a position in IAU in Q4 2023 and has held it in 12 quarters since. 583 funds tracked by Wall St. Rank hold IAU as of Q3 2026.

Aspect Partners held 90,030 shares of iShares Gold Trust worth $7.03M as of Q3 2026.
Aspect Partners bought 5,442 iShares Gold Trust shares in Q3 2026, an estimated $436K.
iShares Gold Trust made up 2.66% of Aspect Partners's portfolio in Q3 2026, its #13 holding.
Aspect Partners first reported a position in iShares Gold Trust in Q4 2023 and has held it in 12 quarters since.
583 funds tracked by Wall St. Rank held iShares Gold Trust as of Q3 2026.

Based on Aspect Partners's 13F filing for Q3 2026, filed 20 Oct 2026.