Ferguson Wellman Capital Management
IAU icon

Ferguson Wellman Capital Management’s iShares Gold Trust IAU Stock Holding History

Ferguson Wellman Capital 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 		$588K Buy
7,524
+487
+7% +$39K 0.01% 284
2026
Q2 		$531K Buy
7,037
+1
+0% +$85 0.01% 296
2026
Q1 		$620K Buy
+7,036
New +$645K 0.01% 267

Other funds holding IAU

ET
Equitable Trust Nashville, Tennessee $2.38B AUM 22.38% 1-Year Est. Return
PSU
Pennsylvania State University University Park, Pennsylvania $252M AUM 13.5% 1-Year Est. Return
BIAS
Beacon Investment Advisory Services Morristown, New Jersey $2.66B AUM 29.77% 1-Year Est. Return
Blue Trust Inc
Blue Trust Inc Alpharetta, Georgia $9.51B 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
CWM
Chemistry Wealth Management New York $639M AUM 11.43% 1-Year Est. Return
Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
CCG
Chatham Capital Group Savannah, Georgia $777M AUM 22.3% 1-Year Est. Return
BWP
Baldwin Wealth Partners Marion, Massachusetts $1.52B AUM 21.45% 1-Year Est. Return
MSL
Mackay Shields LLC New York $2.76B AUM 2.8% 1-Year Est. Return

Ferguson Wellman Capital Management's IAU Position: Q3 2026 in Review

Ferguson Wellman Capital Management increased its iShares Gold Trust (IAU) stake by 6.9% in Q3 2026, buying an estimated $39K and bringing the position to 7,524 shares worth $588K. The position accounts for 0.01% of the portfolio, ranked #284.

Ferguson Wellman Capital Management first reported a position in IAU in Q1 2026 and has held it in 3 quarters since. The position peaked at $620K in Q1 2026. 292 funds tracked by Wall St. Rank hold IAU as of Q3 2026.

  • Ferguson Wellman Capital Management held 7,524 shares of iShares Gold Trust worth $588K as of Q3 2026.
  • Ferguson Wellman Capital Management bought 487 iShares Gold Trust shares in Q3 2026, an estimated $39K.
  • iShares Gold Trust made up 0.01% of Ferguson Wellman Capital Management's portfolio in Q3 2026, its #284 holding.
  • Ferguson Wellman Capital Management first reported a position in iShares Gold Trust in Q1 2026 and has held it in 3 quarters since.
  • Ferguson Wellman Capital Management's iShares Gold Trust position peaked at $620K in Q1 2026.
  • 292 funds tracked by Wall St. Rank held iShares Gold Trust as of Q3 2026.

Based on Ferguson Wellman Capital Management's 13F filing for Q3 2026, filed 5 Oct 2026.