Crown Wealth Group
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Crown Wealth Group’s iShares Gold Trust IAU Stock Holding History

Crown Wealth 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 		– Sell
-43,935
Closed -$3.32M – 154
2026
Q2 		$3.32M Buy
43,935
+763
+2% +$64.8K 0.84% 23
2026
Q1 		$3.81M Buy
43,172
+11,991
+38% +$1.1M 1.12% 20
2025
Q4 		$2.53M Buy
+31,181
New +$2.44M 0.71% 30

Other funds holding IAU

WealthNavi Inc
WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $12.9B AUM 11.73% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
AL
Arnhold LLC New York $1.4B AUM 42.37% 1-Year Est. Return
Equitable Trust
Equitable Trust Nashville, Tennessee $2.38B AUM 22.38% 1-Year Est. Return
Pennsylvania State University
Pennsylvania State University University Park, Pennsylvania $252M AUM 13.5% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
Beacon Investment Advisory Services
Beacon Investment Advisory Services Morristown, New Jersey $2.66B AUM 29.77% 1-Year Est. Return
J.M. Forbes & Co
J.M. Forbes & Co Boston, Massachusetts $1.33B AUM 21.14% 1-Year Est. Return
Tanglewood Wealth Management
Tanglewood Wealth Management Houston, Texas $1.2B AUM 13.27% 1-Year Est. Return
Anderson Hoagland & Co
Anderson Hoagland & Co St Louis, Missouri $1.31B AUM 21.27% 1-Year Est. Return

Crown Wealth Group's IAU Position: Q3 2026 in Review

Crown Wealth Group sold out of iShares Gold Trust (IAU) in Q3 2026, closing a stake of 43,935 shares — an estimated $3.32M sold.

Crown Wealth Group first reported a position in IAU in Q4 2025 and held it in 3 quarters. The position peaked at $3.81M in Q1 2026. 857 funds tracked by Wall St. Rank hold IAU as of Q3 2026.

  • Crown Wealth Group reported no remaining iShares Gold Trust position as of Q3 2026 after selling out during the quarter.
  • Crown Wealth Group sold 43,935 iShares Gold Trust shares in Q3 2026, an estimated $3.32M.
  • Crown Wealth Group first reported a position in iShares Gold Trust in Q4 2025 and held it in 3 quarters.
  • Crown Wealth Group's iShares Gold Trust position peaked at $3.81M in Q1 2026.
  • 857 funds tracked by Wall St. Rank held iShares Gold Trust as of Q3 2026.

Based on Crown Wealth Group's 13F filing for Q3 2026, filed 19 Oct 2026.