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Colton Groome Financial Advisors’s iShares Gold Trust IAU Stock Holding History

Colton Groome Financial Advisors’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 		$422K Buy
+5,398
New +$433K 0.1% 104
2025
Q4 		– Sell
-2,988
Closed -$217K – 140
2025
Q3 		$217K Buy
+2,988
New +$195K 0.07% 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
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

Colton Groome Financial Advisors's IAU Position: Q3 2026 in Review

Colton Groome Financial Advisors opened a new position in iShares Gold Trust (IAU) in Q3 2026: 5,398 shares worth $422K. The stake represents 0.1% of the portfolio and ranks #104 among its holdings. This is a return to the name: Colton Groome Financial Advisors previously reported a position in IAU as recently as Q3 2025.

Colton Groome Financial Advisors first reported a position in IAU in Q3 2025 and has held it in 2 quarters since. 98 funds tracked by Wall St. Rank hold IAU as of Q3 2026.

  • Colton Groome Financial Advisors held 5,398 shares of iShares Gold Trust worth $422K as of Q3 2026.
  • iShares Gold Trust was a new Colton Groome Financial Advisors position in Q3 2026.
  • iShares Gold Trust made up 0.1% of Colton Groome Financial Advisors's portfolio in Q3 2026, its #104 holding.
  • Colton Groome Financial Advisors first reported a position in iShares Gold Trust in Q3 2025 and has held it in 2 quarters since.
  • 98 funds tracked by Wall St. Rank held iShares Gold Trust as of Q3 2026.

Based on Colton Groome Financial Advisors's 13F filing for Q3 2026, filed 6 Oct 2026.