Avid Wealth Partners
IAU icon

Avid Wealth Partners’s iShares Gold Trust IAU Stock Holding History

Avid Wealth 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 		$397K Sell
5,077
-5,219
-51% -$418K 0.18% 54
2026
Q2 		$777K Buy
+10,296
New +$874K 0.38% 34

Other funds holding IAU

Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return
WealthNavi Inc
WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $12.9B AUM 11.73% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 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
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $106B AUM 32.76% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

Avid Wealth Partners's IAU Position: Q3 2026 in Review

Avid Wealth Partners reduced its iShares Gold Trust (IAU) stake by 51% in Q3 2026, selling an estimated $418K and leaving 5,077 shares worth $397K. The position accounts for 0.18% of the portfolio, ranked #54.

Avid Wealth Partners first reported a position in IAU in Q2 2026 and has held it in 2 quarters since. The position peaked at $777K in Q2 2026. 1,053 funds tracked by Wall St. Rank hold IAU as of Q3 2026.

  • Avid Wealth Partners held 5,077 shares of iShares Gold Trust worth $397K as of Q3 2026.
  • Avid Wealth Partners sold 5,219 iShares Gold Trust shares in Q3 2026, an estimated $418K.
  • iShares Gold Trust made up 0.18% of Avid Wealth Partners's portfolio in Q3 2026, its #54 holding.
  • Avid Wealth Partners first reported a position in iShares Gold Trust in Q2 2026 and has held it in 2 quarters since.
  • Avid Wealth Partners's iShares Gold Trust position peaked at $777K in Q2 2026.
  • 1,053 funds tracked by Wall St. Rank held iShares Gold Trust as of Q3 2026.

Based on Avid Wealth Partners's 13F filing for Q3 2026, filed 3 Nov 2026.