CFO4Life Group’s iShares Gold Trust IAU Stock Holding History

CFO4Life 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	$248K	Buy	+3,177	New	+$255K	0.03%	201

Other funds holding IAU

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Citigroup New York $308B AUM 40.94% 1-Year Est. Return

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

JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return

KeyBank National Association Cleveland, Ohio $30.6B AUM 20.91% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $106B AUM 21.33% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

CFO4Life Group's IAU Position: Q3 2026 in Review

CFO4Life Group opened a new position in iShares Gold Trust (IAU) in Q3 2026: 3,177 shares worth $248K. The stake represents 0.03% of the portfolio and ranks #201 among its holdings.

1,562 funds tracked by Wall St. Rank hold IAU as of Q3 2026.

CFO4Life Group held 3,177 shares of iShares Gold Trust worth $248K as of Q3 2026.
iShares Gold Trust was a new CFO4Life Group position in Q3 2026.
iShares Gold Trust made up 0.03% of CFO4Life Group's portfolio in Q3 2026, its #201 holding.
1,562 funds tracked by Wall St. Rank held iShares Gold Trust as of Q3 2026.

Based on CFO4Life Group's 13F filing for Q3 2026, filed 12 Nov 2026.