Brandywine Oak Private Wealth
IAU icon

Brandywine Oak Private Wealth’s iShares Gold Trust IAU Stock Holding History

Brandywine Oak Private 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 		$703K Hold
9,000
– – 0.05% 133
2026
Q2 		$680K Hold
9,000
– – 0.05% 139
2026
Q1 		$793K Sell
9,000
-78
-0.9% -$7.16K 0.07% 122
2025
Q4 		$737K Buy
9,078
+78
+0.9% +$6.1K 0.06% 128
2025
Q3 		$655K Hold
9,000
– – 0.06% 135
2025
Q2 		$561K Hold
9,000
– – 0.05% 141
2025
Q1 		$531K Hold
9,000
– – 0.05% 140
2024
Q4 		$446K Hold
9,000
– – 0.04% 155
2024
Q3 		$447K Hold
9,000
– – 0.04% 159
2024
Q2 		$395K Hold
9,000
– – 0.04% 163
2024
Q1 		$378K Hold
9,000
– – 0.04% 172
2023
Q4 		$351K Hold
9,000
– – 0.04% 176
2023
Q3 		$315K Hold
9,000
– – 0.04% 182
2023
Q2 		$328K Hold
9,000
– – 0.04% 188
2023
Q1 		$336K Hold
9,000
– – 0.04% 188
2022
Q4 		$311K Hold
9,000
– – 0.04% 194
2022
Q3 		$283K Sell
9,000
-200
-2% -$6.55K 0.04% 212
2022
Q2 		$315K Sell
9,200
-1
-0% -$36 0.04% 231
2022
Q1 		$338K Sell
9,201
-1,911
-17% -$68.3K 0.04% 238
2021
Q4 		$386K Sell
11,112
-5,429
-33% -$186K 0.04% 224
2021
Q3 		$552K Buy
16,541
+1,526
+10% +$52K 0.06% 182
2021
Q2 		$506K Buy
15,015
+8,593
+134% +$297K 0.06% 191
2021
Q1 		$208K Sell
6,422
-146
-2% -$4.99K 0.03% 268
2020
Q4 		$238K Sell
6,568
-790,401
-99% -$28.3M 0.04% 240
2020
Q3 		$28.7M Buy
796,969
+90,034
+13% +$3.29M 4.79% 3
2020
Q2 		$24M Buy
706,935
+71,744
+11% +$2.35M 4.27% 6
2020
Q1 		$19.1M Sell
635,191
-84,084
-12% -$2.54M 3.95% 8
2019
Q4 		$20.9M Buy
719,275
+121,561
+20% +$3.45M 3.8% 7
2019
Q3 		$16.9M Buy
597,714
+2,163
+0.4% +$61K 3.19% 10
2019
Q2 		$16.1M Buy
595,551
+25,905
+5% +$649K 3.21% 10
2019
Q1 		$14.1M Sell
569,646
-41,795
-7% -$1.04M 2.94% 10
2018
Q4 		$15.1M Buy
+611,441
New +$14.4M 3.4% 8

Other funds holding IAU

Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
BlackRock
BlackRock New York $6.79T AUM 37.06% 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
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $192B AUM 13.66% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return

Brandywine Oak Private Wealth's IAU Position: Q3 2026 in Review

Brandywine Oak Private Wealth held its iShares Gold Trust (IAU) position steady in Q3 2026 at 9,000 shares worth $703K. The position accounts for 0.05% of the portfolio, ranked #133.

Brandywine Oak Private Wealth first reported a position in IAU in Q4 2018 and has held it in 32 quarters since. The position peaked at $28.7M in Q3 2020. 1,749 funds tracked by Wall St. Rank hold IAU as of Q3 2026.

  • Brandywine Oak Private Wealth held 9,000 shares of iShares Gold Trust worth $703K as of Q3 2026.
  • Brandywine Oak Private Wealth left its iShares Gold Trust share count unchanged in Q3 2026.
  • iShares Gold Trust made up 0.05% of Brandywine Oak Private Wealth's portfolio in Q3 2026, its #133 holding.
  • Brandywine Oak Private Wealth first reported a position in iShares Gold Trust in Q4 2018 and has held it in 32 quarters since.
  • Brandywine Oak Private Wealth's iShares Gold Trust position peaked at $28.7M in Q3 2020.
  • 1,749 funds tracked by Wall St. Rank held iShares Gold Trust as of Q3 2026.

Based on Brandywine Oak Private Wealth's 13F filing for Q3 2026, filed 23 Oct 2026.