BFS
IAU icon

Burkett Financial Services’s iShares Gold Trust IAU Stock Holding History

Burkett Financial Services’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 		$135K Hold
1,730
– – 0.04% 71
2026
Q2 		$131K Hold
1,730
– – 0.04% 62
2026
Q1 		$153K Sell
1,730
-190
-10% -$17.4K 0.05% 59
2025
Q4 		$156K Hold
1,920
– – 0.05% 57
2025
Q3 		$140K Hold
1,920
– – 0.05% 62
2025
Q2 		$120K Hold
1,920
– – 0.04% 63
2025
Q1 		$113K Hold
1,920
– – 0.05% 62
2024
Q4 		$95.1K Hold
1,920
– – 0.04% 66
2024
Q3 		$95.4K Buy
1,920
+105
+6% +$4.92K 0.04% 61
2024
Q2 		$79.7K Hold
1,815
– – 0.04% 61
2024
Q1 		$76.2K Hold
1,815
– – 0.04% 69
2023
Q4 		$70.8K Buy
+1,815
New +$67.9K 0.04% 73

Other funds holding IAU

PSU
Pennsylvania State University University Park, Pennsylvania $252M AUM 13.5% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
GBT
Grove Bank & Trust Miami, Florida $1.01B AUM 19.76% 1-Year Est. Return
SFGP
Stonebridge Financial Group (Pennsylvania) Wormleysburg, Pennsylvania $1.36B AUM 14.31% 1-Year Est. Return
SC
Sapient Capital Indianapolis, Indiana $7.44B AUM 23.27% 1-Year Est. Return
AWM
Avaii Wealth Management Appleton, Wisconsin $348M AUM 25.11% 1-Year Est. Return
GWSA
Global Wealth Strategies & Associates Denver, Colorado $546M AUM 14.96% 1-Year Est. Return
DRS
Deane Retirement Strategies New Orleans, Louisiana $244M AUM 18.26% 1-Year Est. Return
SCP
Silverleafe Capital Partners Germantown, Tennessee $351M AUM 24.63% 1-Year Est. Return
TCM
Towneley Capital Management Laguna Hills, California $505M AUM 9.93% 1-Year Est. Return

Burkett Financial Services's IAU Position: Q3 2026 in Review

Burkett Financial Services held its iShares Gold Trust (IAU) position steady in Q3 2026 at 1,730 shares worth $135K. The position accounts for 0.04% of the portfolio, ranked #71.

Burkett Financial Services first reported a position in IAU in Q4 2023 and has held it in 12 quarters since. The position peaked at $156K in Q4 2025. 98 funds tracked by Wall St. Rank hold IAU as of Q3 2026.

  • Burkett Financial Services held 1,730 shares of iShares Gold Trust worth $135K as of Q3 2026.
  • Burkett Financial Services left its iShares Gold Trust share count unchanged in Q3 2026.
  • iShares Gold Trust made up 0.04% of Burkett Financial Services's portfolio in Q3 2026, its #71 holding.
  • Burkett Financial Services first reported a position in iShares Gold Trust in Q4 2023 and has held it in 12 quarters since.
  • Burkett Financial Services's iShares Gold Trust position peaked at $156K in Q4 2025.
  • 98 funds tracked by Wall St. Rank held iShares Gold Trust as of Q3 2026.

Based on Burkett Financial Services's 13F filing for Q3 2026, filed 1 Oct 2026.