DDD Partners’s iShares Gold Trust IAU Stock Holding History

DDD Partners’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	$302K	Sell	3,866 -1,952	-34%	-$156K	0.02%	142
2026 Q2	$439K	Hold	5,818	–	–	0.03%	124
2026 Q1	$513K	Buy	5,818 +53	+0.9%	+$4.86K	0.04%	94
2025 Q4	$468K	Hold	5,765	–	–	0.03%	98
2025 Q3	$420K	Buy	5,765 +1,932	+50%	+$126K	0.03%	99
2025 Q2	$239K	Buy	+3,833	New	+$238K	0.03%	102
2022 Q3	–	Sell	-14,994	Closed	-$514K	–	89
2022 Q2	$514K	Buy	14,994 +537	+4%	+$19.1K	0.09%	54
2022 Q1	$532K	Buy	14,457 +1,130	+8%	+$40.4K	0.07%	54
2021 Q4	$464K	Buy	13,327 +465	+4%	+$15.9K	0.06%	63
2021 Q3	$430K	Buy	12,862 +109	+0.9%	+$3.71K	0.06%	56
2021 Q2	$430K	Buy	12,753 +1,290	+11%	+$44.6K	0.07%	54
2021 Q1	$373K	Buy	+11,463	New	+$392K	0.06%	55

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

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

DDD Partners's IAU Position: Q3 2026 in Review

DDD Partners reduced its iShares Gold Trust (IAU) stake by 34% in Q3 2026, selling an estimated $156K and leaving 3,866 shares worth $302K. The position accounts for 0.02% of the portfolio, ranked #142.

DDD Partners first reported a position in IAU in Q1 2021 and has held it in 12 quarters since. The position peaked at $532K in Q1 2022. 1,223 funds tracked by Wall St. Rank hold IAU as of Q3 2026.

DDD Partners held 3,866 shares of iShares Gold Trust worth $302K as of Q3 2026.
DDD Partners sold 1,952 iShares Gold Trust shares in Q3 2026, an estimated $156K.
iShares Gold Trust made up 0.02% of DDD Partners's portfolio in Q3 2026, its #142 holding.
DDD Partners first reported a position in iShares Gold Trust in Q1 2021 and has held it in 12 quarters since.
DDD Partners's iShares Gold Trust position peaked at $532K in Q1 2022.
1,223 funds tracked by Wall St. Rank held iShares Gold Trust as of Q3 2026.

Based on DDD Partners's 13F filing for Q3 2026, filed 2 Nov 2026.