Curry Webb Wealth Management
IAU icon

Curry Webb Wealth Management’s iShares Gold Trust IAU Stock Holding History

Curry Webb 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 		$314K Hold
4,163
– – 0.13% 55
2026
Q2 		$314K Sell
4,163
-679
-14% -$57.6K 0.13% 55
2026
Q1 		$427K Sell
4,842
-4,611
-49% -$423K 0.2% 50
2025
Q4 		$767K Buy
+9,453
New +$739K 0.38% 42

Other funds holding IAU

Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
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
BlackRock
BlackRock New York $6.79T AUM 37.06% 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
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $192B AUM 13.66% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return

Curry Webb Wealth Management's IAU Position: Q3 2026 in Review

Curry Webb Wealth Management held its iShares Gold Trust (IAU) position steady in Q3 2026 at 4,163 shares worth $314K. The position accounts for 0.13% of the portfolio, ranked #55.

Curry Webb Wealth Management first reported a position in IAU in Q4 2025 and has held it in 4 quarters since. The position peaked at $767K in Q4 2025. 1,749 funds tracked by Wall St. Rank hold IAU as of Q3 2026.

  • Curry Webb Wealth Management held 4,163 shares of iShares Gold Trust worth $314K as of Q3 2026.
  • Curry Webb Wealth Management left its iShares Gold Trust share count unchanged in Q3 2026.
  • iShares Gold Trust made up 0.13% of Curry Webb Wealth Management's portfolio in Q3 2026, its #55 holding.
  • Curry Webb Wealth Management first reported a position in iShares Gold Trust in Q4 2025 and has held it in 4 quarters since.
  • Curry Webb Wealth Management's iShares Gold Trust position peaked at $767K in Q4 2025.
  • 1,749 funds tracked by Wall St. Rank held iShares Gold Trust as of Q3 2026.

Based on Curry Webb Wealth Management's 13F filing for Q3 2026, filed 22 Oct 2026.