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Avidian Wealth Enterprises’s iShares Gold Trust IAU Stock Holding History

Avidian Wealth Enterprises’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 		$1.33M Buy
17,012
+515
+3% +$41.3K 0.04% 273
2026
Q2 		$1.25M Buy
16,497
+198
+1% +$16.8K 0.03% 280
2026
Q1 		$1.44M Sell
16,299
-859
-5% -$78.8K 0.05% 236
2025
Q4 		$1.39M Buy
17,158
+578
+3% +$45.2K 0.05% 179
2025
Q3 		$1.21M Buy
16,580
+1,222
+8% +$79.7K 0.05% 192
2025
Q2 		$958K Buy
15,358
+656
+4% +$40.6K 0.04% 207
2025
Q1 		$867K Buy
14,702
+1,828
+14% +$98.9K 0.04% 216
2024
Q4 		$637K Buy
12,874
+1,385
+12% +$69.6K 0.03% 253
2024
Q3 		$571K Buy
+11,489
New +$538K 0.03% 277
2023
Q2 		– Sell
-7,240
Closed -$271K – 448
2023
Q1 		$271K Buy
7,240
+278
+4% +$9.98K 0.01% 404
2022
Q4 		$241K Buy
6,962
+57
+0.8% +$1.87K 0.02% 400
2022
Q3 		$218K Buy
+6,905
New +$226K 0.02% 375
2021
Q2 		– Sell
-6,926
Closed -$225K – 401
2021
Q1 		$225K Buy
+6,926
New +$237K 0.02% 329

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
SC
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

Avidian Wealth Enterprises's IAU Position: Q3 2026 in Review

Avidian Wealth Enterprises increased its iShares Gold Trust (IAU) stake by 3.1% in Q3 2026, buying an estimated $41.3K and bringing the position to 17,012 shares worth $1.33M. The position accounts for 0.04% of the portfolio, ranked #273.

Avidian Wealth Enterprises first reported a position in IAU in Q1 2021 and has held it in 13 quarters since. The position peaked at $1.44M in Q1 2026. 98 funds tracked by Wall St. Rank hold IAU as of Q3 2026.

  • Avidian Wealth Enterprises held 17,012 shares of iShares Gold Trust worth $1.33M as of Q3 2026.
  • Avidian Wealth Enterprises bought 515 iShares Gold Trust shares in Q3 2026, an estimated $41.3K.
  • iShares Gold Trust made up 0.04% of Avidian Wealth Enterprises's portfolio in Q3 2026, its #273 holding.
  • Avidian Wealth Enterprises first reported a position in iShares Gold Trust in Q1 2021 and has held it in 13 quarters since.
  • Avidian Wealth Enterprises's iShares Gold Trust position peaked at $1.44M in Q1 2026.
  • 98 funds tracked by Wall St. Rank held iShares Gold Trust as of Q3 2026.

Based on Avidian Wealth Enterprises's 13F filing for Q3 2026, filed 8 Oct 2026.