Brandywine Financial Group’s iShares Gold Trust IAU Stock Holding History

Brandywine Financial 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	$15.4M	Buy	+197,680	New	+$15.8M	13.1%	2

Other funds holding IAU

LPL Financial San Diego, California $468B AUM 17.69% 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

KeyBank National Association Cleveland, Ohio $30.6B AUM 20.91% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Arnhold LLC New York $1.4B AUM 42.37% 1-Year Est. Return

AlTi Global New York $4.86B AUM 17.35% 1-Year Est. Return

Brandywine Financial Group's IAU Position: Q3 2026 in Review

Brandywine Financial Group opened a new position in iShares Gold Trust (IAU) in Q3 2026: 197,680 shares worth $15.4M. The stake represents 13.1% of the portfolio and ranks #2 among its holdings.

1,258 funds tracked by Wall St. Rank hold IAU as of Q3 2026.

Brandywine Financial Group held 197,680 shares of iShares Gold Trust worth $15.4M as of Q3 2026.
iShares Gold Trust was a new Brandywine Financial Group position in Q3 2026.
iShares Gold Trust made up 13.1% of Brandywine Financial Group's portfolio in Q3 2026, its #2 holding.
1,258 funds tracked by Wall St. Rank held iShares Gold Trust as of Q3 2026.

Based on Brandywine Financial Group's 13F filing for Q3 2026, filed 3 Nov 2026.