Diversified Enterprises’s iShares Gold Trust IAU Stock Holding History

Diversified Enterprises’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	$284K	Buy	3,634 +60	+2%	+$4.81K	0.01%	364
2026 Q2	$270K	Hold	3,574	–	–	0.01%	348
2026 Q1	$315K	Sell	3,574 -135	-4%	-$12.4K	0.02%	309
2025 Q4	$301K	Hold	3,709	–	–	0.02%	296
2025 Q3	$270K	Buy	3,709 +26	+0.7%	+$1.7K	0.02%	258
2025 Q2	$230K	Buy	3,683 +163	+5%	+$10.1K	0.02%	281
2025 Q1	$208K	Buy	+3,520	New	+$190K	0.02%	290

Other funds holding IAU

WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $12.9B AUM 11.73% 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

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

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

Diversified Enterprises's IAU Position: Q3 2026 in Review

Diversified Enterprises increased its iShares Gold Trust (IAU) stake by 1.7% in Q3 2026, buying an estimated $4.81K and bringing the position to 3,634 shares worth $284K. The position accounts for 0.01% of the portfolio, ranked #364.

Diversified Enterprises first reported a position in IAU in Q1 2025 and has held it in 7 quarters since. The position peaked at $315K in Q1 2026. 901 funds tracked by Wall St. Rank hold IAU as of Q3 2026.

Diversified Enterprises held 3,634 shares of iShares Gold Trust worth $284K as of Q3 2026.
Diversified Enterprises bought 60 iShares Gold Trust shares in Q3 2026, an estimated $4.81K.
iShares Gold Trust made up 0.01% of Diversified Enterprises's portfolio in Q3 2026, its #364 holding.
Diversified Enterprises first reported a position in iShares Gold Trust in Q1 2025 and has held it in 7 quarters since.
Diversified Enterprises's iShares Gold Trust position peaked at $315K in Q1 2026.
901 funds tracked by Wall St. Rank held iShares Gold Trust as of Q3 2026.

Based on Diversified Enterprises's 13F filing for Q3 2026, filed 19 Oct 2026.