Compass Financial Management
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Compass Financial Management’s iShares Gold Trust IAU Stock Holding History

Compass Financial Management’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 		$170K Sell
2,176
-351
-14% -$28.1K 0.02% 490
2026
Q2 		$192K Buy
+2,527
New +$215K 0.02% 431

Other funds holding IAU

Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return
WealthNavi Inc
WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $12.9B AUM 11.73% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $192B AUM 13.66% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return

Compass Financial Management's IAU Position: Q3 2026 in Review

Compass Financial Management reduced its iShares Gold Trust (IAU) stake by 14% in Q3 2026, selling an estimated $28.1K and leaving 2,176 shares worth $170K. The position accounts for 0.02% of the portfolio, ranked #490.

Compass Financial Management first reported a position in IAU in Q2 2026 and has held it in 2 quarters since. The position peaked at $192K in Q2 2026. 1,749 funds tracked by Wall St. Rank hold IAU as of Q3 2026.

  • Compass Financial Management held 2,176 shares of iShares Gold Trust worth $170K as of Q3 2026.
  • Compass Financial Management sold 351 iShares Gold Trust shares in Q3 2026, an estimated $28.1K.
  • iShares Gold Trust made up 0.02% of Compass Financial Management's portfolio in Q3 2026, its #490 holding.
  • Compass Financial Management first reported a position in iShares Gold Trust in Q2 2026 and has held it in 2 quarters since.
  • Compass Financial Management's iShares Gold Trust position peaked at $192K in Q2 2026.
  • 1,749 funds tracked by Wall St. Rank held iShares Gold Trust as of Q3 2026.

Based on Compass Financial Management's 13F filing for Q3 2026, filed 30 Oct 2026.