BostonPremier Wealth’s iShares Gold Trust IAU Stock Holding History

BostonPremier Wealth’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	$743K	Buy	9,513 +2,913	+44%	+$234K	0.3%	28
2026 Q2	$498K	Hold	6,600	–	–	0.21%	42
2026 Q1	$582K	Buy	6,600 +130	+2%	+$11.9K	0.3%	31
2025 Q4	$525K	Buy	6,470 +2,421	+60%	+$189K	0.27%	32
2025 Q3	$295K	Buy	4,049 +264	+7%	+$17.2K	0.15%	50
2025 Q2	$236K	Hold	3,785	–	–	0.13%	56
2025 Q1	$223K	Buy	+3,785	New	+$205K	0.14%	52

Other funds holding IAU

Equitable Trust Nashville, Tennessee $2.38B AUM 22.38% 1-Year Est. Return

Pennsylvania State University University Park, Pennsylvania $252M AUM 13.5% 1-Year Est. Return

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

Beacon Investment Advisory Services Morristown, New Jersey $2.66B AUM 29.77% 1-Year Est. Return

J.M. Forbes & Co Boston, Massachusetts $1.33B AUM 21.14% 1-Year Est. Return

Tanglewood Wealth Management Houston, Texas $1.2B AUM 13.27% 1-Year Est. Return

Anderson Hoagland & Co St Louis, Missouri $1.31B AUM 21.27% 1-Year Est. Return

GenWealth Group Maplewood, New Jersey $641M AUM 11.61% 1-Year Est. Return

TD Waterhouse Canada Toronto, Ontario, Canada $38.4B AUM 30.28% 1-Year Est. Return

Cadinha & Co Honolulu, Hawaii $616M AUM 24.55% 1-Year Est. Return

BostonPremier Wealth's IAU Position: Q3 2026 in Review

BostonPremier Wealth increased its iShares Gold Trust (IAU) stake by 44% in Q3 2026, buying an estimated $234K and bringing the position to 9,513 shares worth $743K. The position accounts for 0.3% of the portfolio, ranked #28.

BostonPremier Wealth first reported a position in IAU in Q1 2025 and has held it in 7 quarters since. 646 funds tracked by Wall St. Rank hold IAU as of Q3 2026.

BostonPremier Wealth held 9,513 shares of iShares Gold Trust worth $743K as of Q3 2026.
BostonPremier Wealth bought 2,913 iShares Gold Trust shares in Q3 2026, an estimated $234K.
iShares Gold Trust made up 0.3% of BostonPremier Wealth's portfolio in Q3 2026, its #28 holding.
BostonPremier Wealth first reported a position in iShares Gold Trust in Q1 2025 and has held it in 7 quarters since.
646 funds tracked by Wall St. Rank held iShares Gold Trust as of Q3 2026.

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