Fielder Capital Group’s iShares Gold Trust IAU Stock Holding History

Fielder Capital Group’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	$17M	Sell	217,562 -671	-0.3%	-$53.8K	3.25%	4
2026 Q2	$16.5M	Sell	218,233 -2,847	-1%	-$242K	3.57%	3
2026 Q1	$19.5M	Sell	221,080 -17,178	-7%	-$1.58M	4.25%	3
2025 Q4	$19.3M	Sell	238,258 -3,118	-1%	-$244K	4.12%	3
2025 Q3	$17.6M	Sell	241,376 -9,193	-4%	-$600K	4%	3
2025 Q2	$15.6M	Sell	250,569 -18,051	-7%	-$1.12M	4.17%	3
2025 Q1	$15.8M	Sell	268,620 -342	-0.1%	-$18.5K	4.58%	3
2024 Q4	$13.3M	Sell	268,962 -4,565	-2%	-$229K	4.15%	4
2024 Q3	$13.6M	Sell	273,527 -56,214	-17%	-$2.63M	4.49%	2
2024 Q2	$14.5M	Sell	329,741 -32,741	-9%	-$1.45M	5.57%	2
2024 Q1	$15.2M	Sell	362,482 -8,472	-2%	-$332K	6.81%	1
2023 Q4	$14.5M	Buy	+370,954	New	+$13.9M	8.75%	1

Other funds holding IAU

Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return

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

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $192B AUM 13.66% 1-Year Est. Return

JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return

Fielder Capital Group's IAU Position: Q3 2026 in Review

Fielder Capital Group reduced its iShares Gold Trust (IAU) stake by 0.31% in Q3 2026, selling an estimated $53.8K and leaving 217,562 shares worth $17M. The position accounts for 3.25% of the portfolio, ranked #4.

Fielder Capital Group first reported a position in IAU in Q4 2023 and has held it in 12 quarters since. The position peaked at $19.5M in Q1 2026. 1,749 funds tracked by Wall St. Rank hold IAU as of Q3 2026.

Fielder Capital Group held 217,562 shares of iShares Gold Trust worth $17M as of Q3 2026.
Fielder Capital Group sold 671 iShares Gold Trust shares in Q3 2026, an estimated $53.8K.
iShares Gold Trust made up 3.25% of Fielder Capital Group's portfolio in Q3 2026, its #4 holding.
Fielder Capital Group first reported a position in iShares Gold Trust in Q4 2023 and has held it in 12 quarters since.
Fielder Capital Group's iShares Gold Trust position peaked at $19.5M in Q1 2026.
1,749 funds tracked by Wall St. Rank held iShares Gold Trust as of Q3 2026.

Based on Fielder Capital Group's 13F filing for Q3 2026, filed 12 Nov 2026.