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

Certior 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 		– Sell
-3,118
Closed -$235K – 149
2026
Q2 		$235K Hold
3,118
– – 0.13% 124
2026
Q1 		$275K Buy
3,118
+346
+12% +$31.7K 0.18% 110
2025
Q4 		$225K Sell
2,772
-1
-0% -$78 0.15% 119
2025
Q3 		$202K Buy
+2,773
New +$181K 0.13% 133

Other funds holding IAU

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
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
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.6B AUM 20.91% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $106B AUM 21.33% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return

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

Certior Financial Group sold out of iShares Gold Trust (IAU) in Q3 2026, closing a stake of 3,118 shares — an estimated $235K sold.

Certior Financial Group first reported a position in IAU in Q3 2025 and held it in 4 quarters. The position peaked at $275K in Q1 2026. 1,390 funds tracked by Wall St. Rank hold IAU as of Q3 2026.

  • Certior Financial Group reported no remaining iShares Gold Trust position as of Q3 2026 after selling out during the quarter.
  • Certior Financial Group sold 3,118 iShares Gold Trust shares in Q3 2026, an estimated $235K.
  • Certior Financial Group first reported a position in iShares Gold Trust in Q3 2025 and held it in 4 quarters.
  • Certior Financial Group's iShares Gold Trust position peaked at $275K in Q1 2026.
  • 1,390 funds tracked by Wall St. Rank held iShares Gold Trust as of Q3 2026.

Based on Certior Financial Group's 13F filing for Q3 2026, filed 19 Oct 2026.