Forza Wealth Management
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Forza Wealth Management’s iShares Gold Trust IAU Stock Holding History

Forza 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 		$21.2M Buy
271,796
+54,945
+25% +$4.4M 6.14% 1
2026
Q2 		$16.4M Buy
216,851
+19,448
+10% +$1.65M 5.02% 2
2026
Q1 		$17.4M Sell
197,403
-11,360
-5% -$1.04M 6.05% 1
2025
Q4 		$16.9M Sell
208,763
-18,198
-8% -$1.42M 6.13% 1
2025
Q3 		$16.5M Sell
226,961
-1,350
-0.6% -$88.1K 6.33% 1
2025
Q2 		$14.2M Buy
228,311
+320
+0.1% +$19.8K 5.84% 1
2025
Q1 		$13.4M Buy
227,991
+15,151
+7% +$820K 6.04% 1
2024
Q4 		$10.5M Buy
212,840
+2,373
+1% +$119K 4.8% 1
2024
Q3 		$10.5M Buy
210,467
+5,000
+2% +$234K 4.79% 1
2024
Q2 		$9.03M Buy
205,467
+2,375
+1% +$105K 4.65% 1
2024
Q1 		$8.53M Sell
203,092
-1,552
-0.8% -$60.8K 4.44% 1
2023
Q4 		$7.99M Sell
204,644
-1,525
-0.7% -$57.1K 4.41% 1
2023
Q3 		$7.21M Buy
206,169
+450
+0.2% +$16.4K 3.72% 1
2023
Q2 		$7.49M Sell
205,719
-1,820
-0.9% -$68.2K 3.77% 1
2023
Q1 		$7.76M Buy
207,539
+2,090
+1% +$75K 3.99% 1
2022
Q4 		$7.11M Buy
+205,449
New +$6.75M 4.72% 2

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

Forza Wealth Management's IAU Position: Q3 2026 in Review

Forza Wealth Management increased its iShares Gold Trust (IAU) stake by 25% in Q3 2026, buying an estimated $4.4M and bringing the position to 271,796 shares worth $21.2M. The position accounts for 6.14% of the portfolio, ranked #1.

Forza Wealth Management first reported a position in IAU in Q4 2022 and has held it in 16 quarters since. 641 funds tracked by Wall St. Rank hold IAU as of Q3 2026.

  • Forza Wealth Management held 271,796 shares of iShares Gold Trust worth $21.2M as of Q3 2026.
  • Forza Wealth Management bought 54,945 iShares Gold Trust shares in Q3 2026, an estimated $4.4M.
  • iShares Gold Trust made up 6.14% of Forza Wealth Management's portfolio in Q3 2026, its #1 holding.
  • Forza Wealth Management first reported a position in iShares Gold Trust in Q4 2022 and has held it in 16 quarters since.
  • 641 funds tracked by Wall St. Rank held iShares Gold Trust as of Q3 2026.

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