Atwood & Palmer’s iShares Gold Trust IAU Stock Holding History

Atwood & Palmer’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	$15.6K	Sell	200 -13	-6%	-$1.04K	﹤0.01%	362
2026 Q2	$16.1K	Buy	213 +13	+7%	+$1.1K	﹤0.01%	343
2026 Q1	$17.6K	Hold	200	–	–	﹤0.01%	337
2025 Q4	$16.2K	Hold	200	–	–	﹤0.01%	342
2025 Q3	$14.6K	Buy	+200	New	+$13K	﹤0.01%	356
2018 Q1	–	Sell	-469	Closed	-$12K	–	294
2017 Q4	$12K	Hold	469	–	–	﹤0.01%	243
2017 Q3	$12K	Buy	+469	New	+$11.5K	﹤0.01%	249
2015 Q4	–	Sell	-520	Closed	-$11K	–	416
2015 Q3	$11K	Buy	+520	New	+$11.3K	﹤0.01%	325

Other funds holding IAU

PSU

Pennsylvania State University University Park, Pennsylvania $252M AUM 13.5% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

GBT

Grove Bank & Trust Miami, Florida $1.01B AUM 19.76% 1-Year Est. Return

SFGP

Stonebridge Financial Group (Pennsylvania) Wormleysburg, Pennsylvania $1.36B AUM 14.31% 1-Year Est. Return

Sapient Capital Indianapolis, Indiana $7.44B AUM 23.27% 1-Year Est. Return

AWM

Avaii Wealth Management Appleton, Wisconsin $348M AUM 25.11% 1-Year Est. Return

GWSA

Global Wealth Strategies & Associates Denver, Colorado $546M AUM 14.96% 1-Year Est. Return

DRS

Deane Retirement Strategies New Orleans, Louisiana $244M AUM 18.26% 1-Year Est. Return

SCP

Silverleafe Capital Partners Germantown, Tennessee $351M AUM 24.63% 1-Year Est. Return

TCM

Towneley Capital Management Laguna Hills, California $505M AUM 9.93% 1-Year Est. Return

Atwood & Palmer's IAU Position: Q3 2026 in Review

Atwood & Palmer reduced its iShares Gold Trust (IAU) stake by 6.1% in Q3 2026, selling an estimated $1.04K and leaving 200 shares worth $15.6K. The position accounts for ﹤0.01% of the portfolio, ranked #362.

Atwood & Palmer first reported a position in IAU in Q3 2015 and has held it in 8 quarters since. The position peaked at $17.6K in Q1 2026. 98 funds tracked by Wall St. Rank hold IAU as of Q3 2026.

Atwood & Palmer held 200 shares of iShares Gold Trust worth $15.6K as of Q3 2026.
Atwood & Palmer sold 13 iShares Gold Trust shares in Q3 2026, an estimated $1.04K.
iShares Gold Trust made up ﹤0.01% of Atwood & Palmer's portfolio in Q3 2026, its #362 holding.
Atwood & Palmer first reported a position in iShares Gold Trust in Q3 2015 and has held it in 8 quarters since.
Atwood & Palmer's iShares Gold Trust position peaked at $17.6K in Q1 2026.
98 funds tracked by Wall St. Rank held iShares Gold Trust as of Q3 2026.

Based on Atwood & Palmer's 13F filing for Q3 2026, filed 8 Oct 2026.