Echo45 Advisors
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Echo45 Advisors’s iShares Gold Trust IAU Stock Holding History

Echo45 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 		$255K Buy
+3,265
New +$262K 0.12% 94
2022
Q1 		– Sell
-6,995
Closed -$243K – 83
2021
Q4 		$243K Buy
+6,995
New +$239K 0.19% 79

Other funds holding IAU

Equitable Trust
Equitable Trust Nashville, Tennessee $2.38B AUM 22.38% 1-Year Est. Return
Pennsylvania State University
Pennsylvania State University University Park, Pennsylvania $252M AUM 13.5% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
Beacon Investment Advisory Services
Beacon Investment Advisory Services Morristown, New Jersey $2.66B AUM 29.77% 1-Year Est. Return
J.M. Forbes & Co
J.M. Forbes & Co Boston, Massachusetts $1.33B AUM 21.14% 1-Year Est. Return
Tanglewood Wealth Management
Tanglewood Wealth Management Houston, Texas $1.2B AUM 13.27% 1-Year Est. Return
Anderson Hoagland & Co
Anderson Hoagland & Co St Louis, Missouri $1.31B AUM 21.27% 1-Year Est. Return
GenWealth Group
GenWealth Group Maplewood, New Jersey $641M AUM 11.61% 1-Year Est. Return
TD Waterhouse Canada
TD Waterhouse Canada Toronto, Ontario, Canada $38.4B AUM 30.28% 1-Year Est. Return
Cadinha & Co
Cadinha & Co Honolulu, Hawaii $616M AUM 24.55% 1-Year Est. Return

Echo45 Advisors's IAU Position: Q3 2026 in Review

Echo45 Advisors opened a new position in iShares Gold Trust (IAU) in Q3 2026: 3,265 shares worth $255K. The stake represents 0.12% of the portfolio and ranks #94 among its holdings. This is a return to the name: Echo45 Advisors previously reported a position in IAU as recently as Q4 2021.

Echo45 Advisors first reported a position in IAU in Q4 2021 and has held it in 2 quarters since. 641 funds tracked by Wall St. Rank hold IAU as of Q3 2026.

  • Echo45 Advisors held 3,265 shares of iShares Gold Trust worth $255K as of Q3 2026.
  • iShares Gold Trust was a new Echo45 Advisors position in Q3 2026.
  • iShares Gold Trust made up 0.12% of Echo45 Advisors's portfolio in Q3 2026, its #94 holding.
  • Echo45 Advisors first reported a position in iShares Gold Trust in Q4 2021 and has held it in 2 quarters since.
  • 641 funds tracked by Wall St. Rank held iShares Gold Trust as of Q3 2026.

Based on Echo45 Advisors's 13F filing for Q3 2026, filed 7 Oct 2026.