Courier Capital’s iShares Gold Trust IAU Stock Holding History

Courier Capital’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	$3.38M	Buy	43,223 +749	+2%	+$60K	0.17%	126
2026 Q2	$3.21M	Sell	42,474 -185	-0.4%	-$15.7K	0.16%	126
2026 Q1	$3.76M	Sell	42,659 -4,984	-10%	-$457K	0.21%	108
2025 Q4	$3.87M	Sell	47,643 -4,627	-9%	-$362K	0.22%	106
2025 Q3	$3.8M	Sell	52,270 -648	-1%	-$42.3K	0.22%	105
2025 Q2	$3.3M	Buy	52,918 +8,642	+20%	+$536K	0.2%	111
2025 Q1	$2.61M	Buy	44,276 +26,825	+154%	+$1.45M	0.17%	128
2024 Q4	$864K	Buy	+17,451	New	+$877K	0.06%	203

Other funds holding IAU

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Citigroup New York $308B AUM 40.94% 1-Year Est. Return

WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $12.9B AUM 11.73% 1-Year Est. Return

KeyBank National Association Cleveland, Ohio $30.6B AUM 20.91% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Arnhold LLC New York $1.4B AUM 42.37% 1-Year Est. Return

AlTi Global New York $4.86B AUM 17.35% 1-Year Est. Return

Courier Capital's IAU Position: Q3 2026 in Review

Courier Capital increased its iShares Gold Trust (IAU) stake by 1.8% in Q3 2026, buying an estimated $60K and bringing the position to 43,223 shares worth $3.38M. The position accounts for 0.17% of the portfolio, ranked #126.

Courier Capital first reported a position in IAU in Q4 2024 and has held it in 8 quarters since. The position peaked at $3.87M in Q4 2025. 1,306 funds tracked by Wall St. Rank hold IAU as of Q3 2026.

Courier Capital held 43,223 shares of iShares Gold Trust worth $3.38M as of Q3 2026.
Courier Capital bought 749 iShares Gold Trust shares in Q3 2026, an estimated $60K.
iShares Gold Trust made up 0.17% of Courier Capital's portfolio in Q3 2026, its #126 holding.
Courier Capital first reported a position in iShares Gold Trust in Q4 2024 and has held it in 8 quarters since.
Courier Capital's iShares Gold Trust position peaked at $3.87M in Q4 2025.
1,306 funds tracked by Wall St. Rank held iShares Gold Trust as of Q3 2026.

Based on Courier Capital's 13F filing for Q3 2026, filed 13 Oct 2026.