Avestar Capital’s iShares Gold Trust IAU Stock Holding History

Avestar Capital’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	$12M	Buy	154,177 +11,672	+8%	+$936K	0.95%	22
2026 Q2	$10.8M	Buy	142,505 +9,222	+7%	+$783K	0.6%	30
2026 Q1	$11.8M	Buy	133,283 +15,931	+14%	+$1.46M	0.75%	24
2025 Q4	$9.5M	Buy	117,352 +13,072	+13%	+$1.02M	0.62%	27
2025 Q3	$7.59M	Buy	104,280 +7,259	+7%	+$474K	0.5%	36
2025 Q2	$6.05M	Buy	97,021 +4,374	+5%	+$271K	0.41%	45
2025 Q1	$5.46M	Buy	92,647 +2,020	+2%	+$109K	0.47%	45
2024 Q4	$4.49M	Buy	90,627 +37,821	+72%	+$1.9M	0.38%	57
2024 Q3	$2.62M	Sell	52,806 -3,639	-6%	-$170K	0.27%	68
2024 Q2	$2.48M	Hold	56,445	–	–	0.25%	76
2024 Q1	$2.37M	Hold	56,445	–	–	0.25%	77
2023 Q4	$2.2M	Hold	56,445	–	–	0.25%	64
2023 Q3	$1.98M	Buy	+56,445	New	+$2.06M	0.28%	66

Other funds holding IAU

WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $12.9B AUM 11.73% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return

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

Avestar Capital's IAU Position: Q3 2026 in Review

Avestar Capital increased its iShares Gold Trust (IAU) stake by 8.2% in Q3 2026, buying an estimated $936K and bringing the position to 154,177 shares worth $12M. The position accounts for 0.95% of the portfolio, ranked #22.

Avestar Capital first reported a position in IAU in Q3 2023 and has held it in 13 quarters since. 857 funds tracked by Wall St. Rank hold IAU as of Q3 2026.

Avestar Capital held 154,177 shares of iShares Gold Trust worth $12M as of Q3 2026.
Avestar Capital bought 11,672 iShares Gold Trust shares in Q3 2026, an estimated $936K.
iShares Gold Trust made up 0.95% of Avestar Capital's portfolio in Q3 2026, its #22 holding.
Avestar Capital first reported a position in iShares Gold Trust in Q3 2023 and has held it in 13 quarters since.
857 funds tracked by Wall St. Rank held iShares Gold Trust as of Q3 2026.

Based on Avestar Capital's 13F filing for Q3 2026, filed 28 Oct 2026.