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Doliver Advisors’s iShares Gold Trust IAU Stock Holding History

Doliver Advisors’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 		$720K Hold
9,215
– – 0.16% 96
2026
Q2 		$696K Hold
9,215
– – 0.16% 105
2026
Q1 		$812K Sell
9,215
-710
-7% -$65.1K 0.18% 82
2025
Q4 		$806K Sell
9,925
-2,725
-22% -$213K 0.2% 87
2025
Q3 		$921K Sell
12,650
-1,225
-9% -$79.9K 0.24% 81
2025
Q2 		$865K Sell
13,875
-3,400
-20% -$211K 0.24% 79
2025
Q1 		$1.02M Sell
17,275
-1,250
-7% -$67.6K 0.29% 59
2024
Q4 		$917K Sell
18,525
-920
-5% -$46.2K 0.25% 63
2024
Q3 		$966K Sell
19,445
-500
-3% -$23.4K 0.27% 62
2024
Q2 		$876K Sell
19,945
-1,450
-7% -$64.1K 0.24% 61
2024
Q1 		$899K Sell
21,395
-800
-4% -$31.4K 0.25% 66
2023
Q4 		$866K Sell
22,195
-517
-2% -$19.3K 0.27% 65
2023
Q3 		$795K Hold
22,712
– – 0.24% 65
2023
Q2 		$826K Sell
22,712
-18
-0.1% -$675 0.25% 70
2023
Q1 		$849K Buy
+22,730
New +$816K 0.27% 67

Other funds holding IAU

PSU
Pennsylvania State University University Park, Pennsylvania $252M AUM 13.5% 1-Year Est. Return
SFGP
Stonebridge Financial Group (Pennsylvania) Wormleysburg, Pennsylvania $1.36B AUM 14.31% 1-Year Est. Return
GWSA
Global Wealth Strategies & Associates Denver, Colorado $546M AUM 14.96% 1-Year Est. Return
SCP
Silverleafe Capital Partners Germantown, Tennessee $351M AUM 24.63% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return
NWMP
Noble Wealth Management PBC Greenwood Village, Colorado $223M AUM 7.64% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return
PCS
Private Client Services Louisville, Kentucky $372M AUM 17.65% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return
MBT
Montecito Bank & Trust Santa Barbara, California $660M AUM 18.73% 1-Year Est. Return

Doliver Advisors's IAU Position: Q3 2026 in Review

Doliver Advisors held its iShares Gold Trust (IAU) position steady in Q3 2026 at 9,215 shares worth $720K. The position accounts for 0.16% of the portfolio, ranked #96.

Doliver Advisors first reported a position in IAU in Q1 2023 and has held it in 15 quarters since. The position peaked at $1.02M in Q1 2025. 16 funds tracked by Wall St. Rank hold IAU as of Q3 2026.

  • Doliver Advisors held 9,215 shares of iShares Gold Trust worth $720K as of Q3 2026.
  • Doliver Advisors left its iShares Gold Trust share count unchanged in Q3 2026.
  • iShares Gold Trust made up 0.16% of Doliver Advisors's portfolio in Q3 2026, its #96 holding.
  • Doliver Advisors first reported a position in iShares Gold Trust in Q1 2023 and has held it in 15 quarters since.
  • Doliver Advisors's iShares Gold Trust position peaked at $1.02M in Q1 2025.
  • 16 funds tracked by Wall St. Rank held iShares Gold Trust as of Q3 2026.

Based on Doliver Advisors's 13F filing for Q3 2026, filed 1 Oct 2026.