Ehrlich Financial Group’s iShares Gold Trust IAU Stock Holding History

Ehrlich Financial Group’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	$2.23M	Buy	28,545 +2,757	+11%	+$221K	1.15%	25
2026 Q2	$1.95M	Sell	25,788 -5,170	-17%	-$439K	1%	28
2026 Q1	$2.73M	Sell	30,958 -24,502	-44%	-$2.25M	1.57%	20
2025 Q4	$4.5M	Buy	55,460 +10,576	+24%	+$827K	2.56%	8
2025 Q3	$3.27M	Buy	44,884 +5,943	+15%	+$388K	1.94%	15
2025 Q2	$2.43M	Buy	38,941 +1,160	+3%	+$71.9K	1.57%	19
2025 Q1	$2.23M	Buy	37,781 +18,119	+92%	+$980K	1.62%	18
2024 Q4	$973K	Buy	+19,662	New	+$988K	0.69%	34

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

Ehrlich Financial Group's IAU Position: Q3 2026 in Review

Ehrlich Financial Group increased its iShares Gold Trust (IAU) stake by 11% in Q3 2026, buying an estimated $221K and bringing the position to 28,545 shares worth $2.23M. The position accounts for 1.15% of the portfolio, ranked #25.

Ehrlich Financial Group first reported a position in IAU in Q4 2024 and has held it in 8 quarters since. The position peaked at $4.5M in Q4 2025. 641 funds tracked by Wall St. Rank hold IAU as of Q3 2026.

Ehrlich Financial Group held 28,545 shares of iShares Gold Trust worth $2.23M as of Q3 2026.
Ehrlich Financial Group bought 2,757 iShares Gold Trust shares in Q3 2026, an estimated $221K.
iShares Gold Trust made up 1.15% of Ehrlich Financial Group's portfolio in Q3 2026, its #25 holding.
Ehrlich Financial Group first reported a position in iShares Gold Trust in Q4 2024 and has held it in 8 quarters since.
Ehrlich Financial Group's iShares Gold Trust position peaked at $4.5M in Q4 2025.
641 funds tracked by Wall St. Rank held iShares Gold Trust as of Q3 2026.

Based on Ehrlich Financial Group's 13F filing for Q3 2026, filed 20 Oct 2026.