EPG Wealth Management’s iShares Gold Trust IAU Stock Holding History

EPG Wealth Management’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	$755K	Hold	9,670	–	–	0.17%	123
2026 Q2	$730K	Hold	9,670	–	–	0.18%	122
2026 Q1	$853K	Hold	9,670	–	–	0.23%	115
2025 Q4	$785K	Hold	9,670	–	–	0.21%	115
2025 Q3	$704K	Hold	9,670	–	–	0.19%	127
2025 Q2	$603K	Hold	9,670	–	–	0.18%	129
2025 Q1	$570K	Hold	9,670	–	–	0.16%	150
2024 Q4	$479K	Sell	9,670 -1,125	-10%	-$56.5K	0.13%	166
2024 Q3	$537K	Buy	+10,795	New	+$505K	0.14%	159
2024 Q2	–	Sell	-11,004	Closed	-$486K	–	175
2024 Q1	$462K	Hold	11,004	–	–	0.11%	176
2023 Q4	$415K	Hold	11,004	–	–	0.11%	174
2023 Q3	$385K	Hold	11,004	–	–	0.12%	170
2023 Q2	$400K	Hold	11,004	–	–	0.12%	166
2023 Q1	$411K	Hold	11,004	–	–	0.13%	155
2022 Q4	$381K	Hold	11,004	–	–	0.14%	132
2022 Q3	$347K	Hold	11,004	–	–	0.14%	140
2022 Q2	$378K	Hold	11,004	–	–	0.16%	131
2022 Q1	$405K	Buy	+11,004	New	+$393K	0.14%	139
2020 Q2	–	Sell	-1,969	Closed	-$59K	–	417
2020 Q1	$59K	Buy	1,969 +1,010	+105%	+$30.5K	0.04%	249
2019 Q4	$28K	Buy	+959	New	+$27.2K	0.02%	298

Other funds holding IAU

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Citigroup New York $308B AUM 40.94% 1-Year Est. Return

WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $12.9B AUM 11.73% 1-Year Est. Return

KeyBank National Association Cleveland, Ohio $30.6B AUM 20.91% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $106B AUM 21.33% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 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

EPG Wealth Management's IAU Position: Q3 2026 in Review

EPG Wealth Management held its iShares Gold Trust (IAU) position steady in Q3 2026 at 9,670 shares worth $755K. The position accounts for 0.17% of the portfolio, ranked #123.

EPG Wealth Management first reported a position in IAU in Q4 2019 and has held it in 20 quarters since. The position peaked at $853K in Q1 2026. 1,390 funds tracked by Wall St. Rank hold IAU as of Q3 2026.

EPG Wealth Management held 9,670 shares of iShares Gold Trust worth $755K as of Q3 2026.
EPG Wealth Management left its iShares Gold Trust share count unchanged in Q3 2026.
iShares Gold Trust made up 0.17% of EPG Wealth Management's portfolio in Q3 2026, its #123 holding.
EPG Wealth Management first reported a position in iShares Gold Trust in Q4 2019 and has held it in 20 quarters since.
EPG Wealth Management's iShares Gold Trust position peaked at $853K in Q1 2026.
1,390 funds tracked by Wall St. Rank held iShares Gold Trust as of Q3 2026.

Based on EPG Wealth Management's 13F filing for Q3 2026, filed 3 Nov 2026.