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Byrne Asset Management’s iShares Gold Trust IAU Stock Holding History

Byrne Asset Management’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 		$31.4K Sell
400
-40
-9% -$3.21K 0.02% 329
2026
Q2 		$33.2K Hold
440
– – 0.02% 322
2026
Q1 		$38.8K Buy
+440
New +$40.4K 0.02% 299

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

Byrne Asset Management's IAU Position: Q3 2026 in Review

Byrne Asset Management reduced its iShares Gold Trust (IAU) stake by 9.1% in Q3 2026, selling an estimated $3.21K and leaving 400 shares worth $31.4K. The position accounts for 0.02% of the portfolio, ranked #329.

Byrne Asset Management first reported a position in IAU in Q1 2026 and has held it in 3 quarters since. The position peaked at $38.8K in Q1 2026. 98 funds tracked by Wall St. Rank hold IAU as of Q3 2026.

  • Byrne Asset Management held 400 shares of iShares Gold Trust worth $31.4K as of Q3 2026.
  • Byrne Asset Management sold 40 iShares Gold Trust shares in Q3 2026, an estimated $3.21K.
  • iShares Gold Trust made up 0.02% of Byrne Asset Management's portfolio in Q3 2026, its #329 holding.
  • Byrne Asset Management first reported a position in iShares Gold Trust in Q1 2026 and has held it in 3 quarters since.
  • Byrne Asset Management's iShares Gold Trust position peaked at $38.8K in Q1 2026.
  • 98 funds tracked by Wall St. Rank held iShares Gold Trust as of Q3 2026.

Based on Byrne Asset Management's 13F filing for Q3 2026, filed 6 Oct 2026.