Cove Private Wealth
IAU icon

Cove Private Wealth’s iShares Gold Trust IAU Stock Holding History

Cove Private Wealth’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 		$792K Sell
10,140
-55
-0.5% -$4.41K 0.14% 108
2026
Q2 		$770K Buy
+10,195
New +$865K 0.15% 106

Other funds holding IAU

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
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
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.6B AUM 20.91% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $106B AUM 21.33% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return

Cove Private Wealth's IAU Position: Q3 2026 in Review

Cove Private Wealth reduced its iShares Gold Trust (IAU) stake by 0.54% in Q3 2026, selling an estimated $4.41K and leaving 10,140 shares worth $792K. The position accounts for 0.14% of the portfolio, ranked #108.

Cove Private Wealth first reported a position in IAU in Q2 2026 and has held it in 2 quarters since. 1,390 funds tracked by Wall St. Rank hold IAU as of Q3 2026.

  • Cove Private Wealth held 10,140 shares of iShares Gold Trust worth $792K as of Q3 2026.
  • Cove Private Wealth sold 55 iShares Gold Trust shares in Q3 2026, an estimated $4.41K.
  • iShares Gold Trust made up 0.14% of Cove Private Wealth's portfolio in Q3 2026, its #108 holding.
  • Cove Private Wealth first reported a position in iShares Gold Trust in Q2 2026 and has held it in 2 quarters since.
  • 1,390 funds tracked by Wall St. Rank held iShares Gold Trust as of Q3 2026.

Based on Cove Private Wealth's 13F filing for Q3 2026, filed 28 Oct 2026.