FHC
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First Heartland Consultants’s iShares Gold Trust IAU Stock Holding History

First Heartland Consultants’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 		$737K Sell
9,437
-801
-8% -$64.2K 0.05% 264
2026
Q2 		$773K Buy
10,238
+1,109
+12% +$94.1K 0.05% 252
2026
Q1 		$805K Sell
9,129
-8,425
-48% -$773K 0.06% 215
2025
Q4 		$1.42M Sell
17,554
-903
-5% -$70.6K 0.11% 143
2025
Q3 		$1.34M Buy
18,457
+4,381
+31% +$286K 0.11% 144
2025
Q2 		$878K Buy
14,076
+226
+2% +$14K 0.08% 180
2025
Q1 		$817K Buy
13,850
+2,461
+22% +$133K 0.08% 170
2024
Q4 		$564K Buy
11,389
+5,796
+104% +$291K 0.06% 217
2024
Q3 		$278K Sell
5,593
-2,400
-30% -$112K 0.03% 355
2024
Q2 		$219K Buy
+7,993
New +$353K 0.02% 398
2022
Q2 		– Sell
-5,780
Closed -$212K – 364
2022
Q1 		$212K Buy
+5,780
New +$206K 0.03% 329
2021
Q2 		– Sell
-6,468
Closed -$210K – 413
2021
Q1 		$210K Hold
6,468
– – 0.03% 364
2020
Q4 		$235K Sell
6,468
-735
-10% -$26.3K 0.04% 295
2020
Q3 		$259K Sell
7,203
-32,776
-82% -$1.2M 0.05% 233
2020
Q2 		$1.36M Buy
39,979
+22,108
+124% +$724K 0.27% 82
2020
Q1 		$539K Buy
17,871
+2,520
+16% +$76.2K 0.14% 130
2019
Q4 		$445K Buy
+15,351
New +$435K 0.09% 186
2016
Q4 		– Sell
-7,794
Closed -$198K – 337
2016
Q3 		$198K Sell
7,794
-799
-9% -$20.6K 0.06% 305
2016
Q2 		$219K Hold
8,593
– – 0.02% 268
2016
Q1 		$204K Buy
+8,593
New +$197K 0.08% 250
2014
Q3 		– Sell
-10,403
Closed -$268K – 257
2014
Q2 		$268K Hold
10,403
– – 0.12% 190
2014
Q1 		$259K Hold
10,403
– – 0.13% 192
2013
Q4 		$243K Hold
10,403
– – 0.14% 163
2013
Q3 		$260K Sell
10,403
-135
-1% -$3.48K 0.16% 169
2013
Q2 		$253K Buy
+10,538
New +$290K 0.15% 172

Other funds holding IAU

PSU
Pennsylvania State University University Park, Pennsylvania $252M AUM 13.5% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 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
AWM
Avaii Wealth Management Appleton, Wisconsin $348M AUM 25.11% 1-Year Est. Return
GWSA
Global Wealth Strategies & Associates Denver, Colorado $546M AUM 14.96% 1-Year Est. Return
DRS
Deane Retirement Strategies New Orleans, Louisiana $244M AUM 18.26% 1-Year Est. Return
SCP
Silverleafe Capital Partners Germantown, Tennessee $351M AUM 24.63% 1-Year Est. Return
TCM
Towneley Capital Management Laguna Hills, California $505M AUM 9.93% 1-Year Est. Return

First Heartland Consultants's IAU Position: Q3 2026 in Review

First Heartland Consultants reduced its iShares Gold Trust (IAU) stake by 7.8% in Q3 2026, selling an estimated $64.2K and leaving 9,437 shares worth $737K. The position accounts for 0.05% of the portfolio, ranked #264.

First Heartland Consultants first reported a position in IAU in Q2 2013 and has held it in 25 quarters since. The position peaked at $1.42M in Q4 2025. 98 funds tracked by Wall St. Rank hold IAU as of Q3 2026.

  • First Heartland Consultants held 9,437 shares of iShares Gold Trust worth $737K as of Q3 2026.
  • First Heartland Consultants sold 801 iShares Gold Trust shares in Q3 2026, an estimated $64.2K.
  • iShares Gold Trust made up 0.05% of First Heartland Consultants's portfolio in Q3 2026, its #264 holding.
  • First Heartland Consultants first reported a position in iShares Gold Trust in Q2 2013 and has held it in 25 quarters since.
  • First Heartland Consultants's iShares Gold Trust position peaked at $1.42M in Q4 2025.
  • 98 funds tracked by Wall St. Rank held iShares Gold Trust as of Q3 2026.

Based on First Heartland Consultants's 13F filing for Q3 2026, filed 8 Oct 2026.