Compton Wealth Advisory Group’s iShares Gold Trust IAU Stock Holding History

Compton Wealth Advisory Group’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	$354K	Sell	4,513 -1,640	-27%	-$131K	0.07%	76
2026 Q2	$467K	Buy	6,153 +531	+9%	+$45.1K	0.09%	69
2026 Q1	$504K	Buy	5,622 +520	+10%	+$47.7K	0.11%	67
2025 Q4	$414K	Buy	5,102 +288	+6%	+$22.5K	0.09%	69
2025 Q3	$350K	Sell	4,814 -225	-4%	-$14.7K	0.08%	70
2025 Q2	$314K	Hold	5,039	–	–	0.08%	74
2025 Q1	$297K	Sell	5,039 -14,876	-75%	-$805K	0.08%	74
2024 Q4	$986K	Sell	19,915 -1,825	-8%	-$91.7K	0.25%	57
2024 Q3	$1.08M	Buy	21,740 +110	+0.5%	+$5.15K	0.27%	58
2024 Q2	$950K	Hold	21,630	–	–	0.25%	58
2024 Q1	$909K	Buy	+21,630	New	+$848K	0.25%	60

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

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

J.M. Forbes & Co Boston, Massachusetts $1.33B AUM 21.14% 1-Year Est. Return

GenWealth Group Maplewood, New Jersey $641M AUM 11.61% 1-Year Est. Return

TD Waterhouse Canada Toronto, Ontario, Canada $38.4B AUM 30.28% 1-Year Est. Return

Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return

Blue Trust Inc Alpharetta, Georgia $9.5B AUM 13.02% 1-Year Est. Return

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

IFP Advisors Tampa, Florida $5.86B AUM 20.09% 1-Year Est. Return

Compton Wealth Advisory Group's IAU Position: Q3 2026 in Review

Compton Wealth Advisory Group reduced its iShares Gold Trust (IAU) stake by 27% in Q3 2026, selling an estimated $131K and leaving 4,513 shares worth $354K. The position accounts for 0.07% of the portfolio, ranked #76.

Compton Wealth Advisory Group first reported a position in IAU in Q1 2024 and has held it in 11 quarters since. The position peaked at $1.08M in Q3 2024. 400 funds tracked by Wall St. Rank hold IAU as of Q3 2026.

Compton Wealth Advisory Group held 4,513 shares of iShares Gold Trust worth $354K as of Q3 2026.
Compton Wealth Advisory Group sold 1,640 iShares Gold Trust shares in Q3 2026, an estimated $131K.
iShares Gold Trust made up 0.07% of Compton Wealth Advisory Group's portfolio in Q3 2026, its #76 holding.
Compton Wealth Advisory Group first reported a position in iShares Gold Trust in Q1 2024 and has held it in 11 quarters since.
Compton Wealth Advisory Group's iShares Gold Trust position peaked at $1.08M in Q3 2024.
400 funds tracked by Wall St. Rank held iShares Gold Trust as of Q3 2026.

Based on Compton Wealth Advisory Group's 13F filing for Q3 2026, filed 13 Oct 2026.