Five Pine Wealth Management’s iShares Gold Trust IAU Stock Holding History

Five Pine Wealth 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	$2.64M	Buy	33,739 +259	+0.8%	+$20.8K	1.49%	16
2026 Q2	$2.53M	Buy	33,480 +460	+1%	+$39K	1.43%	16
2026 Q1	$2.91M	Sell	33,020 -1,440	-4%	-$132K	1.81%	15
2025 Q4	$2.8M	Sell	34,460 -311	-0.9%	-$24.3K	1.79%	14
2025 Q3	$2.53M	Buy	34,771 +663	+2%	+$43.3K	1.71%	15
2025 Q2	$2.13M	Sell	34,108 -2,907	-8%	-$180K	1.57%	17
2025 Q1	$2.18M	Sell	37,015 -2,114	-5%	-$114K	1.78%	16
2024 Q4	$1.94M	Buy	+39,129	New	+$1.97M	1.63%	17

Other funds holding IAU

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

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

Beacon Investment Advisory Services Morristown, New Jersey $2.66B AUM 29.77% 1-Year Est. Return

J.M. Forbes & Co Boston, Massachusetts $1.33B AUM 21.14% 1-Year Est. Return

Tanglewood Wealth Management Houston, Texas $1.2B AUM 13.27% 1-Year Est. Return

Anderson Hoagland & Co St Louis, Missouri $1.31B AUM 21.27% 1-Year Est. Return

GenWealth Group Maplewood, New Jersey $641M AUM 11.61% 1-Year Est. Return

TD Waterhouse Canada Toronto, Ontario, Canada $38.4B AUM 30.28% 1-Year Est. Return

Cadinha & Co Honolulu, Hawaii $616M AUM 24.55% 1-Year Est. Return

Five Pine Wealth Management's IAU Position: Q3 2026 in Review

Five Pine Wealth Management increased its iShares Gold Trust (IAU) stake by 0.77% in Q3 2026, buying an estimated $20.8K and bringing the position to 33,739 shares worth $2.64M. The position accounts for 1.49% of the portfolio, ranked #16.

Five Pine Wealth Management first reported a position in IAU in Q4 2024 and has held it in 8 quarters since. The position peaked at $2.91M in Q1 2026. 641 funds tracked by Wall St. Rank hold IAU as of Q3 2026.

Five Pine Wealth Management held 33,739 shares of iShares Gold Trust worth $2.64M as of Q3 2026.
Five Pine Wealth Management bought 259 iShares Gold Trust shares in Q3 2026, an estimated $20.8K.
iShares Gold Trust made up 1.49% of Five Pine Wealth Management's portfolio in Q3 2026, its #16 holding.
Five Pine Wealth Management first reported a position in iShares Gold Trust in Q4 2024 and has held it in 8 quarters since.
Five Pine Wealth Management's iShares Gold Trust position peaked at $2.91M in Q1 2026.
641 funds tracked by Wall St. Rank held iShares Gold Trust as of Q3 2026.

Based on Five Pine Wealth Management's 13F filing for Q3 2026, filed 20 Oct 2026.