ET
IAU icon

Equitable Trust’s iShares Gold Trust IAU Stock Holding History

Equitable Trust’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 		$125M Sell
1,606,065
-51,500
-3% -$4.13M 5.28% 2
2026
Q2 		$125M Sell
1,657,565
-44,747
-3% -$3.8M 5.22% 2
2026
Q1 		$150M Sell
1,702,312
-48,941
-3% -$4.49M 6.93% 2
2025
Q4 		$142M Sell
1,751,253
-128,046
-7% -$10M 6.35% 2
2025
Q3 		$137M Sell
1,879,299
-4,245
-0.2% -$277K 6.29% 2
2025
Q2 		$117M Sell
1,883,544
-409,374
-18% -$25.4M 5.85% 2
2025
Q1 		$135M Sell
2,292,918
-173,249
-7% -$9.37M 7.49% 1
2024
Q4 		$122M Sell
2,466,167
-111,530
-4% -$5.6M 6.81% 2
2024
Q3 		$128M Sell
2,577,697
-35,532
-1% -$1.66M 8.22% 1
2024
Q2 		$115M Sell
2,613,229
-81,638
-3% -$3.61M 7.9% 1
2024
Q1 		$113M Buy
2,694,867
+127,828
+5% +$5.01M 7.85% 1
2023
Q4 		$100M Buy
2,567,039
+127,124
+5% +$4.76M 7.53% 1
2023
Q3 		$85.4M Buy
2,439,915
+6,497
+0.3% +$237K 7.06% 1
2023
Q2 		$88.6M Buy
2,433,418
+20,908
+0.9% +$784K 6.77% 1
2023
Q1 		$90.2M Buy
2,412,510
+396,680
+20% +$14.2M 7.1% 1
2022
Q4 		$69.7M Buy
2,015,830
+812,647
+68% +$26.7M 5.5% 2
2022
Q3 		$37.9M Sell
1,203,183
-132,217
-10% -$4.33M 3.16% 3
2022
Q2 		$45.8M Sell
1,335,400
-55,008
-4% -$1.96M 3.41% 3
2022
Q1 		$51.2M Buy
1,390,408
+40,665
+3% +$1.45M 3.29% 3
2021
Q4 		$47M Sell
1,349,743
-769,215
-36% -$26.3M 2.9% 4
2021
Q3 		$70.8M Sell
2,118,958
-15,000
-0.7% -$511K 4.52% 1
2021
Q2 		$71.9M Buy
+2,133,958
New +$73.8M 4.61% 1

Other funds holding IAU

PSU
Pennsylvania State University University Park, Pennsylvania $252M AUM 13.5% 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
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
Concurrent Investment Advisors
Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return
Blue Trust Inc
Blue Trust Inc Alpharetta, Georgia $9.5B AUM 13.02% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
IFP Advisors
IFP Advisors Tampa, Florida $5.86B AUM 20.09% 1-Year Est. Return
TRUE Private Wealth Advisors
TRUE Private Wealth Advisors Salem, Oregon $1.18B AUM 28.67% 1-Year Est. Return

Equitable Trust's IAU Position: Q3 2026 in Review

Equitable Trust reduced its iShares Gold Trust (IAU) stake by 3.1% in Q3 2026, selling an estimated $4.13M and leaving 1,606,065 shares worth $125M. The position accounts for 5.28% of the portfolio, ranked #2.

Equitable Trust first reported a position in IAU in Q2 2021 and has held it in 22 quarters since. The position peaked at $150M in Q1 2026. 457 funds tracked by Wall St. Rank hold IAU as of Q3 2026.

  • Equitable Trust held 1,606,065 shares of iShares Gold Trust worth $125M as of Q3 2026.
  • Equitable Trust sold 51,500 iShares Gold Trust shares in Q3 2026, an estimated $4.13M.
  • iShares Gold Trust made up 5.28% of Equitable Trust's portfolio in Q3 2026, its #2 holding.
  • Equitable Trust first reported a position in iShares Gold Trust in Q2 2021 and has held it in 22 quarters since.
  • Equitable Trust's iShares Gold Trust position peaked at $150M in Q1 2026.
  • 457 funds tracked by Wall St. Rank held iShares Gold Trust as of Q3 2026.

Based on Equitable Trust's 13F filing for Q3 2026, filed 13 Oct 2026.