Fiduciary Alliance’s iShares Gold Trust IAU Stock Holding History

Fiduciary Alliance’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	$558K	Sell	7,143 -201	-3%	-$16.1K	0.04%	300
2026 Q2	$555K	Sell	7,344 -857	-10%	-$72.7K	0.04%	351
2026 Q1	$740K	Buy	8,201 +3,627	+79%	+$333K	0.04%	308
2025 Q4	$371K	Sell	4,574 -75	-2%	-$5.86K	0.02%	384
2025 Q3	$338K	Hold	4,649	–	–	0.02%	397
2025 Q2	$290K	Buy	4,649 +13	+0.3%	+$806	0.02%	398
2025 Q1	$273K	Buy	+4,636	New	+$251K	0.03%	329
2023 Q3	–	Sell	-1,692	Closed	-$61.6K	–	508
2023 Q2	$61.6K	Buy	+1,692	New	+$63.4K	0.01%	284
2023 Q1	–	Sell	-1,042	Closed	-$36K	–	453
2022 Q4	$36K	Buy	+1,042	New	+$34.2K	0.01%	255

Other funds holding IAU

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

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

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Arnhold LLC New York $1.4B AUM 42.37% 1-Year Est. Return

Equitable Trust Nashville, Tennessee $2.38B AUM 22.38% 1-Year Est. Return

Pennsylvania State University University Park, Pennsylvania $252M AUM 13.5% 1-Year Est. Return

Fiduciary Alliance's IAU Position: Q3 2026 in Review

Fiduciary Alliance reduced its iShares Gold Trust (IAU) stake by 2.7% in Q3 2026, selling an estimated $16.1K and leaving 7,143 shares worth $558K. The position accounts for 0.04% of the portfolio, ranked #300.

Fiduciary Alliance first reported a position in IAU in Q4 2022 and has held it in 9 quarters since. The position peaked at $740K in Q1 2026. 1,170 funds tracked by Wall St. Rank hold IAU as of Q3 2026.

Fiduciary Alliance held 7,143 shares of iShares Gold Trust worth $558K as of Q3 2026.
Fiduciary Alliance sold 201 iShares Gold Trust shares in Q3 2026, an estimated $16.1K.
iShares Gold Trust made up 0.04% of Fiduciary Alliance's portfolio in Q3 2026, its #300 holding.
Fiduciary Alliance first reported a position in iShares Gold Trust in Q4 2022 and has held it in 9 quarters since.
Fiduciary Alliance's iShares Gold Trust position peaked at $740K in Q1 2026.
1,170 funds tracked by Wall St. Rank held iShares Gold Trust as of Q3 2026.

Based on Fiduciary Alliance's 13F filing for Q3 2026, filed 13 Oct 2026.