FSA Advisors’s iShares Gold Trust IAU Stock Holding History

FSA 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	$244K	Buy	+3,127	New	+$251K	0.11%	238

Other funds holding IAU

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Citigroup New York $308B AUM 40.94% 1-Year Est. Return

WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $12.9B AUM 11.73% 1-Year Est. Return

KeyBank National Association Cleveland, Ohio $30.6B AUM 20.91% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $106B AUM 21.33% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return

FSA Advisors's IAU Position: Q3 2026 in Review

FSA Advisors opened a new position in iShares Gold Trust (IAU) in Q3 2026: 3,127 shares worth $244K. The stake represents 0.11% of the portfolio and ranks #238 among its holdings.

1,390 funds tracked by Wall St. Rank hold IAU as of Q3 2026.

FSA Advisors held 3,127 shares of iShares Gold Trust worth $244K as of Q3 2026.
iShares Gold Trust was a new FSA Advisors position in Q3 2026.
iShares Gold Trust made up 0.11% of FSA Advisors's portfolio in Q3 2026, its #238 holding.
1,390 funds tracked by Wall St. Rank held iShares Gold Trust as of Q3 2026.

Based on FSA Advisors's 13F filing for Q3 2026, filed 10 Nov 2026.