Flagstar Advisors
IAU icon

Flagstar Advisors’s iShares Gold Trust IAU Stock Holding History

Flagstar Advisors’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 		$663K Buy
8,493
+2,543
+43% +$204K 0.2% 108
2026
Q2 		$449K Sell
5,950
-1,171
-16% -$99.4K 0.14% 135
2026
Q1 		$628K Sell
7,121
-1,442
-17% -$132K 0.23% 97
2025
Q4 		$695K Sell
8,563
-6,697
-44% -$524K 0.23% 96
2025
Q3 		$1.11M Sell
15,260
-45,566
-75% -$2.97M 0.34% 77
2025
Q2 		$3.79M Sell
60,826
-42,263
-41% -$2.62M 1.05% 27
2025
Q1 		$6.08M Buy
103,089
+601
+0.6% +$32.5K 1.55% 13
2024
Q4 		$5.07M Buy
102,488
+6,839
+7% +$344K 1.26% 23
2024
Q3 		$4.75M Buy
95,649
+2,901
+3% +$136K 1.2% 23
2024
Q2 		$4.07M Buy
92,748
+622
+0.7% +$27.5K 1.12% 25
2024
Q1 		$3.87M Buy
92,126
+4,375
+5% +$172K 1.08% 28
2023
Q4 		$3.42M Buy
87,751
+13,028
+17% +$487K 1.08% 25
2023
Q3 		$2.61M Buy
74,723
+12,681
+20% +$463K 0.99% 24
2023
Q2 		$2.26M Sell
62,042
-2,483
-4% -$93.1K 0.85% 32
2023
Q1 		$2.41M Sell
64,525
-2,282
-3% -$81.9K 0.88% 27
2022
Q4 		$2.31M Sell
66,807
-1,520
-2% -$49.9K 0.81% 32
2022
Q3 		$2.15M Buy
68,327
+1,690
+3% +$55.4K 0.81% 29
2022
Q2 		$2.28M Buy
66,637
+2,675
+4% +$95.2K 0.84% 28
2022
Q1 		$2.36M Buy
63,962
+8,961
+16% +$320K 0.74% 31
2021
Q4 		$1.92M Sell
55,001
-2,429
-4% -$83K 0.59% 42
2021
Q3 		$1.92M Buy
+57,430
New +$1.96M 0.64% 38

Other funds holding IAU

WealthNavi Inc
WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $12.9B AUM 11.73% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
AL
Arnhold LLC New York $1.4B AUM 42.37% 1-Year Est. Return
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
Tanglewood Wealth Management
Tanglewood Wealth Management Houston, Texas $1.2B AUM 13.27% 1-Year Est. Return
Anderson Hoagland & Co
Anderson Hoagland & Co St Louis, Missouri $1.31B AUM 21.27% 1-Year Est. Return

Flagstar Advisors's IAU Position: Q3 2026 in Review

Flagstar Advisors increased its iShares Gold Trust (IAU) stake by 43% in Q3 2026, buying an estimated $204K and bringing the position to 8,493 shares worth $663K. The position accounts for 0.2% of the portfolio, ranked #108.

Flagstar Advisors first reported a position in IAU in Q3 2021 and has held it in 21 quarters since. The position peaked at $6.08M in Q1 2025. 857 funds tracked by Wall St. Rank hold IAU as of Q3 2026.

  • Flagstar Advisors held 8,493 shares of iShares Gold Trust worth $663K as of Q3 2026.
  • Flagstar Advisors bought 2,543 iShares Gold Trust shares in Q3 2026, an estimated $204K.
  • iShares Gold Trust made up 0.2% of Flagstar Advisors's portfolio in Q3 2026, its #108 holding.
  • Flagstar Advisors first reported a position in iShares Gold Trust in Q3 2021 and has held it in 21 quarters since.
  • Flagstar Advisors's iShares Gold Trust position peaked at $6.08M in Q1 2025.
  • 857 funds tracked by Wall St. Rank held iShares Gold Trust as of Q3 2026.

Based on Flagstar Advisors's 13F filing for Q3 2026, filed 15 Oct 2026.