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

Beam 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 		$1.95M Buy
24,999
+1,349
+6% +$108K 0.42% 51
2026
Q2 		$1.79M Sell
23,650
-1,232
-5% -$105K 0.39% 53
2026
Q1 		$2.19M Buy
24,882
+7,351
+42% +$674K 0.55% 47
2025
Q4 		$1.42M Sell
17,531
-268
-2% -$21K 0.39% 55
2025
Q3 		$1.3M Sell
17,799
-190
-1% -$12.4K 0.35% 62
2025
Q2 		$1.12M Hold
17,989
– – 0.33% 62
2025
Q1 		$1.06M Buy
17,989
+1,214
+7% +$65.7K 0.36% 61
2024
Q4 		$831K Buy
16,775
+597
+4% +$30K 0.26% 73
2024
Q3 		$804K Buy
16,178
+3,274
+25% +$153K 0.24% 74
2024
Q2 		$567K Buy
+12,904
New +$570K 0.19% 83
2020
Q3 		– Sell
-5,352
Closed -$183K – 139
2020
Q2 		$183K Sell
5,352
-920
-15% -$30.1K 0.18% 125
2020
Q1 		$189K Buy
6,272
+216
+4% +$6.53K 0.19% 134
2019
Q4 		$176K Buy
+6,056
New +$172K 0.16% 142

Other funds holding IAU

LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return
WealthNavi Inc
WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $12.9B AUM 11.73% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.6B AUM 20.91% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
AL
Arnhold LLC New York $1.4B AUM 42.37% 1-Year Est. Return
AlTi Global
AlTi Global New York $4.86B AUM 17.35% 1-Year Est. Return

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

Beam Wealth Advisors increased its iShares Gold Trust (IAU) stake by 5.7% in Q3 2026, buying an estimated $108K and bringing the position to 24,999 shares worth $1.95M. The position accounts for 0.42% of the portfolio, ranked #51.

Beam Wealth Advisors first reported a position in IAU in Q4 2019 and has held it in 13 quarters since. The position peaked at $2.19M in Q1 2026. 1,306 funds tracked by Wall St. Rank hold IAU as of Q3 2026.

  • Beam Wealth Advisors held 24,999 shares of iShares Gold Trust worth $1.95M as of Q3 2026.
  • Beam Wealth Advisors bought 1,349 iShares Gold Trust shares in Q3 2026, an estimated $108K.
  • iShares Gold Trust made up 0.42% of Beam Wealth Advisors's portfolio in Q3 2026, its #51 holding.
  • Beam Wealth Advisors first reported a position in iShares Gold Trust in Q4 2019 and has held it in 13 quarters since.
  • Beam Wealth Advisors's iShares Gold Trust position peaked at $2.19M in Q1 2026.
  • 1,306 funds tracked by Wall St. Rank held iShares Gold Trust as of Q3 2026.

Based on Beam Wealth Advisors's 13F filing for Q3 2026, filed 3 Nov 2026.