AWM Capital
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AWM Capital’s iShares Gold Trust IAU Stock Holding History

AWM 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 		$219K Hold
2,810
– – 0.02% 127
2026
Q2 		$212K Buy
+2,810
New +$239K 0.02% 119
2026
Q1 		– Sell
-2,868
Closed -$233K – 115
2025
Q4 		$233K Hold
2,868
– – 0.02% 97
2025
Q3 		$209K Buy
+2,868
New +$187K 0.02% 102
2024
Q3 		– Sell
-4,603
Closed -$202K – 97
2024
Q2 		$202K Buy
+4,603
New +$203K 0.03% 87

Other funds holding IAU

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
AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
Beacon Investment Advisory Services
Beacon Investment Advisory Services Morristown, New Jersey $2.66B AUM 29.77% 1-Year Est. Return
J.M. Forbes & Co
J.M. Forbes & Co Boston, Massachusetts $1.33B AUM 21.14% 1-Year Est. Return
Tanglewood Wealth Management
Tanglewood Wealth Management Houston, Texas $1.2B AUM 13.27% 1-Year Est. Return
Anderson Hoagland & Co
Anderson Hoagland & Co St Louis, Missouri $1.31B AUM 21.27% 1-Year Est. Return
GenWealth Group
GenWealth Group Maplewood, New Jersey $641M AUM 11.61% 1-Year Est. Return
TD Waterhouse Canada
TD Waterhouse Canada Toronto, Ontario, Canada $38.4B AUM 30.28% 1-Year Est. Return
Cadinha & Co
Cadinha & Co Honolulu, Hawaii $616M AUM 24.55% 1-Year Est. Return

AWM Capital's IAU Position: Q3 2026 in Review

AWM Capital held its iShares Gold Trust (IAU) position steady in Q3 2026 at 2,810 shares worth $219K. The position accounts for 0.02% of the portfolio, ranked #127.

AWM Capital first reported a position in IAU in Q2 2024 and has held it in 5 quarters since. The position peaked at $233K in Q4 2025. 680 funds tracked by Wall St. Rank hold IAU as of Q3 2026.

  • AWM Capital held 2,810 shares of iShares Gold Trust worth $219K as of Q3 2026.
  • AWM Capital left its iShares Gold Trust share count unchanged in Q3 2026.
  • iShares Gold Trust made up 0.02% of AWM Capital's portfolio in Q3 2026, its #127 holding.
  • AWM Capital first reported a position in iShares Gold Trust in Q2 2024 and has held it in 5 quarters since.
  • AWM Capital's iShares Gold Trust position peaked at $233K in Q4 2025.
  • 680 funds tracked by Wall St. Rank held iShares Gold Trust as of Q3 2026.

Based on AWM Capital's 13F filing for Q3 2026, filed 16 Oct 2026.