DAGCO Inc’s iShares Gold Trust IAU Stock Holding History

DAGCO Inc’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	$385K	Hold	4,925	–	–	0.07%	94
2026 Q2	$372K	Hold	4,925	–	–	0.07%	96
2026 Q1	$434K	Hold	4,925	–	–	0.09%	80
2025 Q4	$400K	Hold	4,925	–	–	0.09%	80
2025 Q3	$358K	Hold	4,925	–	–	0.09%	80
2025 Q2	$307K	Hold	4,925	–	–	0.09%	85
2025 Q1	$290K	Hold	4,925	–	–	0.09%	80
2024 Q4	$244K	Buy	+4,925	New	+$247K	0.08%	85
2024 Q1	–	Sell	-2,719	Closed	-$106K	–	297
2023 Q4	$106K	Buy	+2,719	New	+$102K	0.1%	90
2022 Q3	–	Sell	-6,205	Closed	-$213K	–	89
2022 Q2	$213K	Hold	6,205	–	–	0.11%	96
2022 Q1	$230K	Buy	+6,205	New	+$222K	0.1%	97

Other funds holding IAU

Equitable Trust Nashville, Tennessee $2.38B AUM 22.38% 1-Year Est. Return

Pennsylvania State University University Park, Pennsylvania $252M AUM 13.5% 1-Year Est. Return

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

Beacon Investment Advisory Services Morristown, New Jersey $2.66B AUM 29.77% 1-Year Est. Return

J.M. Forbes & Co Boston, Massachusetts $1.33B AUM 21.14% 1-Year Est. Return

Tanglewood Wealth Management Houston, Texas $1.2B AUM 13.27% 1-Year Est. Return

Anderson Hoagland & Co St Louis, Missouri $1.31B AUM 21.27% 1-Year Est. Return

GenWealth Group Maplewood, New Jersey $641M AUM 11.61% 1-Year Est. Return

TD Waterhouse Canada Toronto, Ontario, Canada $38.4B AUM 30.28% 1-Year Est. Return

Cadinha & Co Honolulu, Hawaii $616M AUM 24.55% 1-Year Est. Return

DAGCO Inc's IAU Position: Q3 2026 in Review

DAGCO Inc held its iShares Gold Trust (IAU) position steady in Q3 2026 at 4,925 shares worth $385K. The position accounts for 0.07% of the portfolio, ranked #94.

DAGCO Inc first reported a position in IAU in Q1 2022 and has held it in 11 quarters since. The position peaked at $434K in Q1 2026. 641 funds tracked by Wall St. Rank hold IAU as of Q3 2026.

DAGCO Inc held 4,925 shares of iShares Gold Trust worth $385K as of Q3 2026.
DAGCO Inc left its iShares Gold Trust share count unchanged in Q3 2026.
iShares Gold Trust made up 0.07% of DAGCO Inc's portfolio in Q3 2026, its #94 holding.
DAGCO Inc first reported a position in iShares Gold Trust in Q1 2022 and has held it in 11 quarters since.
DAGCO Inc's iShares Gold Trust position peaked at $434K in Q1 2026.
641 funds tracked by Wall St. Rank held iShares Gold Trust as of Q3 2026.

Based on DAGCO Inc's 13F filing for Q3 2026, filed 20 Oct 2026.