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Connecticut Wealth Management’s iShares Gold Trust IAU Stock Holding History

Connecticut Wealth 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 		$481K Buy
6,154
+343
+6% +$27.5K 0.02% 242
2026
Q2 		$439K Buy
5,811
+1,100
+23% +$93.4K 0.02% 253
2026
Q1 		$415K Buy
+4,711
New +$432K 0.02% 246

Other funds holding IAU

ET
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
BIAS
Beacon Investment Advisory Services Morristown, New Jersey $2.66B AUM 29.77% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
BWP
Baldwin Wealth Partners Marion, Massachusetts $1.52B AUM 21.45% 1-Year Est. Return
MSL
Mackay Shields LLC New York $2.76B AUM 2.8% 1-Year Est. Return
NAM
NorthCrest Asset Manangement Plymouth, Minnesota $4.24B AUM 32.82% 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

Connecticut Wealth Management's IAU Position: Q3 2026 in Review

Connecticut Wealth Management increased its iShares Gold Trust (IAU) stake by 5.9% in Q3 2026, buying an estimated $27.5K and bringing the position to 6,154 shares worth $481K. The position accounts for 0.02% of the portfolio, ranked #242.

Connecticut Wealth Management first reported a position in IAU in Q1 2026 and has held it in 3 quarters since. 233 funds tracked by Wall St. Rank hold IAU as of Q3 2026.

  • Connecticut Wealth Management held 6,154 shares of iShares Gold Trust worth $481K as of Q3 2026.
  • Connecticut Wealth Management bought 343 iShares Gold Trust shares in Q3 2026, an estimated $27.5K.
  • iShares Gold Trust made up 0.02% of Connecticut Wealth Management's portfolio in Q3 2026, its #242 holding.
  • Connecticut Wealth Management first reported a position in iShares Gold Trust in Q1 2026 and has held it in 3 quarters since.
  • 233 funds tracked by Wall St. Rank held iShares Gold Trust as of Q3 2026.

Based on Connecticut Wealth Management's 13F filing for Q3 2026, filed 13 Oct 2026.