FFA
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Farther Finance Advisors’s iShares Gold Trust IAU Stock Holding History

Farther Finance 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 		$26.2M Buy
335,926
+35,984
+12% +$2.88M 0.19% 98
2026
Q2 		$22.6M Buy
299,942
+1,761
+0.6% +$149K 0.18% 105
2026
Q1 		$26.7M Buy
298,181
+126,606
+74% +$11.6M 0.25% 82
2025
Q4 		$13.9M Buy
171,575
+44,942
+35% +$3.51M 0.15% 119
2025
Q3 		$9.22M Buy
126,633
+25,146
+25% +$1.64M 0.14% 127
2025
Q2 		$6.33M Sell
101,487
-54,931
-35% -$3.4M 0.13% 149
2025
Q1 		$9.21M Buy
156,418
+120,741
+338% +$6.53M 0.23% 90
2024
Q4 		$1.77M Buy
35,677
+8,720
+32% +$438K 0.06% 239
2024
Q3 		$1.34M Buy
26,957
+1,678
+7% +$78.5K 0.05% 278
2024
Q2 		$1.11M Buy
25,279
+8,704
+53% +$385K 0.05% 278
2024
Q1 		$704K Sell
16,575
-835
-5% -$32.7K 0.04% 315
2023
Q4 		$680K Buy
17,410
+11,861
+214% +$444K 0.05% 295
2023
Q3 		$194K Buy
5,549
+1,528
+38% +$55.8K 0.03% 395
2023
Q2 		$146K Sell
4,021
-302
-7% -$11.3K 0.03% 370
2023
Q1 		$162K Buy
4,323
+147
+4% +$5.28K 0.05% 291
2022
Q4 		$144K Buy
+4,176
New +$137K 0.06% 266

Other funds holding IAU

PSU
Pennsylvania State University University Park, Pennsylvania $252M AUM 13.5% 1-Year Est. Return
GBT
Grove Bank & Trust Miami, Florida $1.01B AUM 19.76% 1-Year Est. Return
SFGP
Stonebridge Financial Group (Pennsylvania) Wormleysburg, Pennsylvania $1.36B AUM 14.31% 1-Year Est. Return
SC
Sapient Capital Indianapolis, Indiana $7.44B AUM 23.27% 1-Year Est. Return
GWSA
Global Wealth Strategies & Associates Denver, Colorado $546M AUM 14.96% 1-Year Est. Return
SCP
Silverleafe Capital Partners Germantown, Tennessee $351M AUM 24.63% 1-Year Est. Return
KA
Kure Advisory Plymouth, Minnesota $216M AUM 12.91% 1-Year Est. Return
AR
Apeiron RIA Dallas, Texas $440M AUM 15.34% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return

Farther Finance Advisors's IAU Position: Q3 2026 in Review

Farther Finance Advisors increased its iShares Gold Trust (IAU) stake by 12% in Q3 2026, buying an estimated $2.88M and bringing the position to 335,926 shares worth $26.2M. The position accounts for 0.19% of the portfolio, ranked #98.

Farther Finance Advisors first reported a position in IAU in Q4 2022 and has held it in 16 quarters since. The position peaked at $26.7M in Q1 2026. 67 funds tracked by Wall St. Rank hold IAU as of Q3 2026.

  • Farther Finance Advisors held 335,926 shares of iShares Gold Trust worth $26.2M as of Q3 2026.
  • Farther Finance Advisors bought 35,984 iShares Gold Trust shares in Q3 2026, an estimated $2.88M.
  • iShares Gold Trust made up 0.19% of Farther Finance Advisors's portfolio in Q3 2026, its #98 holding.
  • Farther Finance Advisors first reported a position in iShares Gold Trust in Q4 2022 and has held it in 16 quarters since.
  • Farther Finance Advisors's iShares Gold Trust position peaked at $26.7M in Q1 2026.
  • 67 funds tracked by Wall St. Rank held iShares Gold Trust as of Q3 2026.

Based on Farther Finance Advisors's 13F filing for Q3 2026, filed 8 Oct 2026.