Beacon Financial Advisory’s iShares Gold Trust IAU Stock Holding History

Beacon Financial Advisory’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	$838K	Sell	10,726 -46	-0.4%	-$3.69K	0.16%	168
2026 Q2	$813K	Sell	10,772 -710	-6%	-$60.3K	0.16%	171
2026 Q1	$1.01M	Sell	11,482 -1,426	-11%	-$131K	0.23%	110
2025 Q4	$1.05M	Buy	12,908 +1,421	+12%	+$111K	0.24%	105
2025 Q3	$836K	Buy	11,487 +1,199	+12%	+$78.2K	0.19%	145
2025 Q2	$642K	Buy	10,288 +3,000	+41%	+$186K	0.17%	158
2025 Q1	$430K	Buy	7,288 +1,476	+25%	+$79.8K	0.13%	188
2024 Q4	$288K	Buy	5,812 +1,671	+40%	+$84K	0.09%	235
2024 Q3	$206K	Buy	+4,141	New	+$194K	0.07%	280

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

Beacon Financial Advisory's IAU Position: Q3 2026 in Review

Beacon Financial Advisory reduced its iShares Gold Trust (IAU) stake by 0.43% in Q3 2026, selling an estimated $3.69K and leaving 10,726 shares worth $838K. The position accounts for 0.16% of the portfolio, ranked #168.

Beacon Financial Advisory first reported a position in IAU in Q3 2024 and has held it in 9 quarters since. The position peaked at $1.05M in Q4 2025. 1,749 funds tracked by Wall St. Rank hold IAU as of Q3 2026.

Beacon Financial Advisory held 10,726 shares of iShares Gold Trust worth $838K as of Q3 2026.
Beacon Financial Advisory sold 46 iShares Gold Trust shares in Q3 2026, an estimated $3.69K.
iShares Gold Trust made up 0.16% of Beacon Financial Advisory's portfolio in Q3 2026, its #168 holding.
Beacon Financial Advisory first reported a position in iShares Gold Trust in Q3 2024 and has held it in 9 quarters since.
Beacon Financial Advisory's iShares Gold Trust position peaked at $1.05M in Q4 2025.
1,749 funds tracked by Wall St. Rank held iShares Gold Trust as of Q3 2026.

Based on Beacon Financial Advisory's 13F filing for Q3 2026, filed 16 Oct 2026.