Financial Management Network
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Financial Management Network’s iShares Gold Trust IAU Stock Holding History

Financial Management Network’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 		$4.87M Buy
62,447
+13
+0% +$1.04K 0.7% 35
2026
Q2 		$4.71M Sell
62,434
-2,346
-4% -$199K 0.68% 37
2026
Q1 		$5.81M Sell
64,780
-2,209
-3% -$203K 0.89% 31
2025
Q4 		$5.46M Sell
66,989
-2,786
-4% -$218K 0.86% 36
2025
Q3 		$5.21M Buy
69,775
+1,830
+3% +$119K 0.86% 31
2025
Q2 		$4.27M Sell
67,945
-2,095
-3% -$130K 0.77% 33
2025
Q1 		$3.93M Sell
70,040
-2,377
-3% -$129K 0.88% 30
2024
Q4 		$3.61M Buy
72,417
+2,745
+4% +$138K 0.75% 32
2024
Q3 		$3.49M Buy
69,672
+2,914
+4% +$136K 0.73% 32
2024
Q2 		$3.01M Buy
66,758
+2,598
+4% +$115K 0.72% 30
2024
Q1 		$2.77M Buy
64,160
+226
+0.4% +$8.86K 0.7% 30
2023
Q4 		$2.47M Buy
63,934
+2,505
+4% +$93.7K 0.72% 31
2023
Q3 		$2.12M Sell
61,429
-637
-1% -$23.2K 0.7% 32
2023
Q2 		$2.26M Buy
62,066
+999
+2% +$37.4K 0.79% 28
2023
Q1 		$2.34M Buy
61,067
+2,004
+3% +$71.9K 0.94% 22
2022
Q4 		$2.08M Sell
59,063
-7,629
-11% -$251K 0.93% 24
2022
Q3 		$2.18M Buy
66,692
+1,183
+2% +$38.8K 1.08% 19
2022
Q2 		$2.25M Buy
65,509
+911
+1% +$32.4K 1.19% 18
2022
Q1 		$2.37M Buy
64,598
+1,645
+3% +$58.8K 1.21% 19
2021
Q4 		$2.17M Sell
62,953
-10,799
-15% -$369K 1% 26
2021
Q3 		$2.48M Sell
73,752
-87
-0.1% -$2.96K 1.26% 19
2021
Q2 		$2.51M Sell
73,839
-8,410
-10% -$291K 1.28% 18
2021
Q1 		$2.81M Buy
82,249
+9,030
+12% +$309K 1.46% 16
2020
Q4 		$2.61M Buy
+73,219
New +$2.62M 1.61% 15

Other funds holding IAU

Equitable Trust
Equitable Trust Nashville, Tennessee $2.38B AUM 22.38% 1-Year Est. Return
Pennsylvania State University
Pennsylvania State University University Park, Pennsylvania $252M AUM 13.5% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
Beacon Investment Advisory Services
Beacon Investment Advisory Services Morristown, New Jersey $2.66B AUM 29.77% 1-Year Est. Return
J.M. Forbes & Co
J.M. Forbes & Co Boston, Massachusetts $1.33B AUM 21.14% 1-Year Est. Return
GenWealth Group
GenWealth Group Maplewood, New Jersey $641M AUM 11.61% 1-Year Est. Return
TD Waterhouse Canada
TD Waterhouse Canada Toronto, Ontario, Canada $38.4B AUM 30.28% 1-Year Est. Return
Concurrent Investment Advisors
Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return
Blue Trust Inc
Blue Trust Inc Alpharetta, Georgia $9.5B 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

Financial Management Network's IAU Position: Q3 2026 in Review

Financial Management Network increased its iShares Gold Trust (IAU) stake by 0.02% in Q3 2026, buying an estimated $1.04K and bringing the position to 62,447 shares worth $4.87M. The position accounts for 0.7% of the portfolio, ranked #35.

Financial Management Network first reported a position in IAU in Q4 2020 and has held it in 24 quarters since. The position peaked at $5.81M in Q1 2026. 516 funds tracked by Wall St. Rank hold IAU as of Q3 2026.

  • Financial Management Network held 62,447 shares of iShares Gold Trust worth $4.87M as of Q3 2026.
  • Financial Management Network bought 13 iShares Gold Trust shares in Q3 2026, an estimated $1.04K.
  • iShares Gold Trust made up 0.7% of Financial Management Network's portfolio in Q3 2026, its #35 holding.
  • Financial Management Network first reported a position in iShares Gold Trust in Q4 2020 and has held it in 24 quarters since.
  • Financial Management Network's iShares Gold Trust position peaked at $5.81M in Q1 2026.
  • 516 funds tracked by Wall St. Rank held iShares Gold Trust as of Q3 2026.

Based on Financial Management Network's 13F filing for Q3 2026, filed 9 Oct 2026.