City Center Advisors LLC’s iShares Gold Trust IAU Stock Holding History

City Center Advisors LLC’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	$462K	Sell	5,921 -4	-0.1%	-$321	0.35%	81
2026 Q2	$447K	Sell	5,925 -231	-4%	-$19.6K	0.36%	89
2026 Q1	$543K	Sell	6,156 -52	-0.8%	-$4.77K	0.5%	59
2025 Q4	$504K	Buy	6,208 +864	+16%	+$67.6K	0.46%	65
2025 Q3	$389K	Buy	5,344 +1,806	+51%	+$118K	0.38%	91
2025 Q2	$221K	Sell	3,538 -287	-8%	-$17.8K	0.24%	143
2025 Q1	$226K	Buy	+3,825	New	+$207K	0.26%	133

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

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

City Center Advisors LLC's IAU Position: Q3 2026 in Review

City Center Advisors LLC reduced its iShares Gold Trust (IAU) stake by 0.07% in Q3 2026, selling an estimated $321 and leaving 5,921 shares worth $462K. The position accounts for 0.35% of the portfolio, ranked #81.

City Center Advisors LLC first reported a position in IAU in Q1 2025 and has held it in 7 quarters since. The position peaked at $543K in Q1 2026. 98 funds tracked by Wall St. Rank hold IAU as of Q3 2026.

City Center Advisors LLC held 5,921 shares of iShares Gold Trust worth $462K as of Q3 2026.
City Center Advisors LLC sold 4 iShares Gold Trust shares in Q3 2026, an estimated $321.
iShares Gold Trust made up 0.35% of City Center Advisors LLC's portfolio in Q3 2026, its #81 holding.
City Center Advisors LLC first reported a position in iShares Gold Trust in Q1 2025 and has held it in 7 quarters since.
City Center Advisors LLC's iShares Gold Trust position peaked at $543K in Q1 2026.
98 funds tracked by Wall St. Rank held iShares Gold Trust as of Q3 2026.

Based on City Center Advisors LLC's 13F filing for Q3 2026, filed 8 Oct 2026.