Barnes Wealth Management Group’s iShares Gold Trust IAU Stock Holding History

Barnes Wealth Management Group’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	$741K	Sell	9,485 -96	-1%	-$7.7K	0.33%	73
2026 Q2	$723K	Buy	9,581 +518	+6%	+$44K	0.33%	75
2026 Q1	$799K	Sell	9,063 -11,023	-55%	-$1.01M	0.41%	66
2025 Q4	$1.63M	Sell	20,086 -788	-4%	-$61.6K	0.87%	33
2025 Q3	$1.52M	Buy	20,874 +5,534	+36%	+$361K	0.84%	35
2025 Q2	$957K	Sell	15,340 -372	-2%	-$23.1K	0.56%	48
2025 Q1	$926K	Buy	15,712 +555	+4%	+$30K	0.59%	45
2024 Q4	$750K	Buy	+15,157	New	+$762K	0.5%	50

Other funds holding IAU

Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return

Citigroup New York $308B AUM 40.94% 1-Year Est. Return

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

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $192B AUM 13.66% 1-Year Est. Return

JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return

Barnes Wealth Management Group's IAU Position: Q3 2026 in Review

Barnes Wealth Management Group reduced its iShares Gold Trust (IAU) stake by 1% in Q3 2026, selling an estimated $7.7K and leaving 9,485 shares worth $741K. The position accounts for 0.33% of the portfolio, ranked #73.

Barnes Wealth Management Group first reported a position in IAU in Q4 2024 and has held it in 8 quarters since. The position peaked at $1.63M in Q4 2025. 1,749 funds tracked by Wall St. Rank hold IAU as of Q3 2026.

Barnes Wealth Management Group held 9,485 shares of iShares Gold Trust worth $741K as of Q3 2026.
Barnes Wealth Management Group sold 96 iShares Gold Trust shares in Q3 2026, an estimated $7.7K.
iShares Gold Trust made up 0.33% of Barnes Wealth Management Group's portfolio in Q3 2026, its #73 holding.
Barnes Wealth Management Group first reported a position in iShares Gold Trust in Q4 2024 and has held it in 8 quarters since.
Barnes Wealth Management Group's iShares Gold Trust position peaked at $1.63M in Q4 2025.
1,749 funds tracked by Wall St. Rank held iShares Gold Trust as of Q3 2026.

Based on Barnes Wealth Management Group's 13F filing for Q3 2026, filed 9 Nov 2026.