Chesley Taft & Associates’s iShares Gold Trust IAU Stock Holding History

Chesley Taft & Associates’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	$501K	Sell	6,414 -788	-11%	-$63.2K	0.02%	280
2026 Q2	$544K	Buy	7,202 +475	+7%	+$40.3K	0.02%	272
2026 Q1	$593K	Buy	6,727 +321	+5%	+$29.4K	0.02%	268
2025 Q4	$520K	Buy	+6,406	New	+$501K	0.02%	277
2013 Q4	–	Sell	-5,325	Closed	-$137K	–	271
2013 Q3	$137K	Hold	5,325	–	–	0.01%	259
2013 Q2	$128K	Buy	+5,325	New	+$147K	0.01%	258

Other funds holding IAU

Equitable Trust Nashville, Tennessee $2.38B AUM 22.38% 1-Year Est. Return

PSU

Pennsylvania State University University Park, Pennsylvania $252M AUM 13.5% 1-Year Est. Return

BIAS

Beacon Investment Advisory Services Morristown, New Jersey $2.66B AUM 29.77% 1-Year Est. Return

Blue Trust Inc Alpharetta, Georgia $9.51B AUM 13.02% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

BWP

Baldwin Wealth Partners Marion, Massachusetts $1.52B AUM 21.45% 1-Year Est. Return

MSL

Mackay Shields LLC New York $2.76B AUM 2.8% 1-Year Est. Return

RCA

Resonant Capital Advisors Madison, Wisconsin $2.08B AUM 15.65% 1-Year Est. Return

NAM

NorthCrest Asset Manangement Plymouth, Minnesota $4.24B AUM 32.82% 1-Year Est. Return

Chesley Taft & Associates's IAU Position: Q3 2026 in Review

Chesley Taft & Associates reduced its iShares Gold Trust (IAU) stake by 11% in Q3 2026, selling an estimated $63.2K and leaving 6,414 shares worth $501K. The position accounts for 0.02% of the portfolio, ranked #280.

Chesley Taft & Associates first reported a position in IAU in Q2 2013 and has held it in 6 quarters since. The position peaked at $593K in Q1 2026. 283 funds tracked by Wall St. Rank hold IAU as of Q3 2026.

Chesley Taft & Associates held 6,414 shares of iShares Gold Trust worth $501K as of Q3 2026.
Chesley Taft & Associates sold 788 iShares Gold Trust shares in Q3 2026, an estimated $63.2K.
iShares Gold Trust made up 0.02% of Chesley Taft & Associates's portfolio in Q3 2026, its #280 holding.
Chesley Taft & Associates first reported a position in iShares Gold Trust in Q2 2013 and has held it in 6 quarters since.
Chesley Taft & Associates's iShares Gold Trust position peaked at $593K in Q1 2026.
283 funds tracked by Wall St. Rank held iShares Gold Trust as of Q3 2026.

Based on Chesley Taft & Associates's 13F filing for Q3 2026, filed 13 Oct 2026.