BCU Wealth Advisors’s iShares Gold Trust IAU Stock Holding History

BCU Wealth Advisors’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	$430K	Buy	5,512 +499	+10%	+$40K	0.14%	43
2026 Q2	$379K	Buy	5,013 +223	+5%	+$18.9K	0.13%	48
2026 Q1	$422K	Sell	4,790 -9,420	-66%	-$864K	0.16%	41
2025 Q4	$1.15M	Buy	14,210 +288	+2%	+$22.5K	0.44%	24
2025 Q3	$1.01M	Buy	13,922 +9,828	+240%	+$641K	0.41%	24
2025 Q2	$255K	Buy	4,094 +333	+9%	+$20.6K	0.11%	51
2025 Q1	$222K	Sell	3,761 -2,089	-36%	-$113K	0.12%	47
2024 Q4	$290K	Buy	+5,850	New	+$294K	0.17%	43

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

BCU Wealth Advisors's IAU Position: Q3 2026 in Review

BCU Wealth Advisors increased its iShares Gold Trust (IAU) stake by 10% in Q3 2026, buying an estimated $40K and bringing the position to 5,512 shares worth $430K. The position accounts for 0.14% of the portfolio, ranked #43.

BCU Wealth Advisors first reported a position in IAU in Q4 2024 and has held it in 8 quarters since. The position peaked at $1.15M in Q4 2025. 1,749 funds tracked by Wall St. Rank hold IAU as of Q3 2026.

BCU Wealth Advisors held 5,512 shares of iShares Gold Trust worth $430K as of Q3 2026.
BCU Wealth Advisors bought 499 iShares Gold Trust shares in Q3 2026, an estimated $40K.
iShares Gold Trust made up 0.14% of BCU Wealth Advisors's portfolio in Q3 2026, its #43 holding.
BCU Wealth Advisors first reported a position in iShares Gold Trust in Q4 2024 and has held it in 8 quarters since.
BCU Wealth Advisors's iShares Gold Trust position peaked at $1.15M in Q4 2025.
1,749 funds tracked by Wall St. Rank held iShares Gold Trust as of Q3 2026.

Based on BCU Wealth Advisors's 13F filing for Q3 2026, filed 16 Oct 2026.