Centurion Wealth Management’s iShares Gold Trust IAU Stock Holding History

Centurion Wealth 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	$1.7M	Sell	21,705 -6,240	-22%	-$500K	0.41%	59
2026 Q2	$2.11M	Sell	27,945 -4,614	-14%	-$392K	0.5%	50
2026 Q1	$2.87M	Sell	32,559 -4,120	-11%	-$378K	0.65%	43
2025 Q4	$2.98M	Buy	36,679 +110	+0.3%	+$8.6K	0.65%	38
2025 Q3	$2.66M	Buy	36,569 +9,814	+37%	+$640K	0.61%	38
2025 Q2	$1.67M	Buy	26,755 +8,269	+45%	+$512K	0.48%	53
2025 Q1	$915K	Hold	18,486	–	–	0.29%	65
2024 Q4	$915K	Buy	18,486 +9,061	+96%	+$455K	0.29%	65
2024 Q3	$468K	Buy	+9,425	New	+$441K	0.15%	107
2024 Q1	$297K	Hold	7,060	–	–	0.12%	128
2023 Q4	$276K	Buy	7,060 +674	+11%	+$25.2K	0.12%	130
2023 Q3	$223K	Sell	6,386 -958	-13%	-$35K	0.11%	135
2023 Q2	$267K	Buy	7,344 +1,859	+34%	+$69.7K	0.13%	119
2023 Q1	$205K	Buy	+5,485	New	+$197K	0.1%	141

Other funds holding IAU

WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $12.9B AUM 11.73% 1-Year Est. Return

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

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

Centurion Wealth Management's IAU Position: Q3 2026 in Review

Centurion Wealth Management reduced its iShares Gold Trust (IAU) stake by 22% in Q3 2026, selling an estimated $500K and leaving 21,705 shares worth $1.7M. The position accounts for 0.41% of the portfolio, ranked #59.

Centurion Wealth Management first reported a position in IAU in Q1 2023 and has held it in 14 quarters since. The position peaked at $2.98M in Q4 2025. 747 funds tracked by Wall St. Rank hold IAU as of Q3 2026.

Centurion Wealth Management held 21,705 shares of iShares Gold Trust worth $1.7M as of Q3 2026.
Centurion Wealth Management sold 6,240 iShares Gold Trust shares in Q3 2026, an estimated $500K.
iShares Gold Trust made up 0.41% of Centurion Wealth Management's portfolio in Q3 2026, its #59 holding.
Centurion Wealth Management first reported a position in iShares Gold Trust in Q1 2023 and has held it in 14 quarters since.
Centurion Wealth Management's iShares Gold Trust position peaked at $2.98M in Q4 2025.
747 funds tracked by Wall St. Rank held iShares Gold Trust as of Q3 2026.

Based on Centurion Wealth Management's 13F filing for Q3 2026, filed 13 Oct 2026.