VALEN PRIVATE CAPITAL, LLC’s iShares Gold Trust IAU Stock Holding History

VALEN PRIVATE CAPITAL, LLC’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	$289K	Buy	+3,695	New	+$296K	0.09%	65

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

VALEN PRIVATE CAPITAL, LLC's IAU Position: Q3 2026 in Review

VALEN PRIVATE CAPITAL, LLC opened a new position in iShares Gold Trust (IAU) in Q3 2026: 3,695 shares worth $289K. The stake represents 0.09% of the portfolio and ranks #65 among its holdings.

641 funds tracked by Wall St. Rank hold IAU as of Q3 2026.

VALEN PRIVATE CAPITAL, LLC held 3,695 shares of iShares Gold Trust worth $289K as of Q3 2026.
iShares Gold Trust was a new VALEN PRIVATE CAPITAL, LLC position in Q3 2026.
iShares Gold Trust made up 0.09% of VALEN PRIVATE CAPITAL, LLC's portfolio in Q3 2026, its #65 holding.
641 funds tracked by Wall St. Rank held iShares Gold Trust as of Q3 2026.

Based on VALEN PRIVATE CAPITAL, LLC's 13F filing for Q3 2026, filed 23 Oct 2026.