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Clune & Associates’s iShares Gold Trust IAU Stock Holding History

Clune & 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 		– Sell
-3,262
Closed -$246K – 168
2026
Q2 		$246K Buy
3,262
+803
+33% +$68.2K 0.04% 156
2026
Q1 		$217K Buy
+2,459
New +$226K 0.04% 157

Other funds holding IAU

Equitable Trust
Equitable Trust Nashville, Tennessee $2.38B AUM 22.38% 1-Year Est. Return
Pennsylvania State University
Pennsylvania State University University Park, Pennsylvania $252M AUM 13.5% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
Beacon Investment Advisory Services
Beacon Investment Advisory Services Morristown, New Jersey $2.66B AUM 29.77% 1-Year Est. Return
J.M. Forbes & Co
J.M. Forbes & Co Boston, Massachusetts $1.33B AUM 21.14% 1-Year Est. Return
Tanglewood Wealth Management
Tanglewood Wealth Management Houston, Texas $1.2B AUM 13.27% 1-Year Est. Return
Anderson Hoagland & Co
Anderson Hoagland & Co St Louis, Missouri $1.31B AUM 21.27% 1-Year Est. Return
GenWealth Group
GenWealth Group Maplewood, New Jersey $641M AUM 11.61% 1-Year Est. Return
TD Waterhouse Canada
TD Waterhouse Canada Toronto, Ontario, Canada $38.4B AUM 30.28% 1-Year Est. Return
Cadinha & Co
Cadinha & Co Honolulu, Hawaii $616M AUM 24.55% 1-Year Est. Return

Clune & Associates's IAU Position: Q3 2026 in Review

Clune & Associates sold out of iShares Gold Trust (IAU) in Q3 2026, closing a stake of 3,262 shares — an estimated $246K sold.

Clune & Associates first reported a position in IAU in Q1 2026 and held it in 2 quarters. The position peaked at $246K in Q2 2026. 641 funds tracked by Wall St. Rank hold IAU as of Q3 2026.

  • Clune & Associates reported no remaining iShares Gold Trust position as of Q3 2026 after selling out during the quarter.
  • Clune & Associates sold 3,262 iShares Gold Trust shares in Q3 2026, an estimated $246K.
  • Clune & Associates first reported a position in iShares Gold Trust in Q1 2026 and held it in 2 quarters.
  • Clune & Associates's iShares Gold Trust position peaked at $246K in Q2 2026.
  • 641 funds tracked by Wall St. Rank held iShares Gold Trust as of Q3 2026.

Based on Clune & Associates's 13F filing for Q3 2026, filed 8 Oct 2026.