Fairvoy Private Wealth
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Fairvoy Private Wealth’s iShares Gold Trust IAU Stock Holding History

Fairvoy Private Wealth’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 		$878K Buy
11,243
+508
+5% +$40.7K 0.18% 112
2026
Q2 		$811K Buy
10,735
+689
+7% +$58.5K 0.16% 115
2026
Q1 		$886K Sell
10,046
-1,454
-13% -$133K 0.21% 96
2025
Q4 		$933K Sell
11,500
-213
-2% -$16.7K 0.21% 98
2025
Q3 		$852K Sell
11,713
-30
-0.3% -$1.96K 0.19% 100
2025
Q2 		$732K Buy
11,743
+49
+0.4% +$3.04K 0.18% 102
2025
Q1 		$689K Buy
11,694
+2,810
+32% +$152K 0.19% 97
2024
Q4 		$440K Buy
+8,884
New +$446K 0.12% 122

Other funds holding IAU

Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return
WealthNavi Inc
WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $12.9B AUM 11.73% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $192B AUM 13.66% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return

Fairvoy Private Wealth's IAU Position: Q3 2026 in Review

Fairvoy Private Wealth increased its iShares Gold Trust (IAU) stake by 4.7% in Q3 2026, buying an estimated $40.7K and bringing the position to 11,243 shares worth $878K. The position accounts for 0.18% of the portfolio, ranked #112.

Fairvoy Private Wealth first reported a position in IAU in Q4 2024 and has held it in 8 quarters since. The position peaked at $933K in Q4 2025. 1,749 funds tracked by Wall St. Rank hold IAU as of Q3 2026.

  • Fairvoy Private Wealth held 11,243 shares of iShares Gold Trust worth $878K as of Q3 2026.
  • Fairvoy Private Wealth bought 508 iShares Gold Trust shares in Q3 2026, an estimated $40.7K.
  • iShares Gold Trust made up 0.18% of Fairvoy Private Wealth's portfolio in Q3 2026, its #112 holding.
  • Fairvoy Private Wealth first reported a position in iShares Gold Trust in Q4 2024 and has held it in 8 quarters since.
  • Fairvoy Private Wealth's iShares Gold Trust position peaked at $933K in Q4 2025.
  • 1,749 funds tracked by Wall St. Rank held iShares Gold Trust as of Q3 2026.

Based on Fairvoy Private Wealth's 13F filing for Q3 2026, filed 19 Oct 2026.