CD
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Chapin Davis’s iShares Gold Trust IAU Stock Holding History

Chapin Davis’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 		$353K Hold
4,525
– – 0.07% 173
2026
Q2 		$342K Hold
4,525
– – 0.06% 183
2026
Q1 		$399K Hold
4,525
– – 0.09% 175
2025
Q4 		$367K Hold
4,525
– – 0.09% 172
2025
Q3 		$329K Hold
4,525
– – 0.08% 181
2025
Q2 		$282K Hold
4,525
– – 0.08% 182
2025
Q1 		$267K Hold
4,525
– – 0.09% 175
2024
Q4 		$225K Hold
4,525
– – 0.07% 202
2024
Q3 		$225K Buy
+4,525
New +$212K 0.07% 203
2024
Q1 		– Sell
-5,492
Closed -$214K – 236
2023
Q4 		$214K Buy
+5,492
New +$206K 0.09% 191
2023
Q2 		– Sell
-5,388
Closed -$201K – 231
2023
Q1 		$201K Buy
+5,388
New +$193K 0.1% 195

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

Chapin Davis's IAU Position: Q3 2026 in Review

Chapin Davis held its iShares Gold Trust (IAU) position steady in Q3 2026 at 4,525 shares worth $353K. The position accounts for 0.07% of the portfolio, ranked #173.

Chapin Davis first reported a position in IAU in Q1 2023 and has held it in 11 quarters since. The position peaked at $399K in Q1 2026. 98 funds tracked by Wall St. Rank hold IAU as of Q3 2026.

  • Chapin Davis held 4,525 shares of iShares Gold Trust worth $353K as of Q3 2026.
  • Chapin Davis left its iShares Gold Trust share count unchanged in Q3 2026.
  • iShares Gold Trust made up 0.07% of Chapin Davis's portfolio in Q3 2026, its #173 holding.
  • Chapin Davis first reported a position in iShares Gold Trust in Q1 2023 and has held it in 11 quarters since.
  • Chapin Davis's iShares Gold Trust position peaked at $399K in Q1 2026.
  • 98 funds tracked by Wall St. Rank held iShares Gold Trust as of Q3 2026.

Based on Chapin Davis's 13F filing for Q3 2026, filed 9 Oct 2026.