GI
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GAMMA Investing’s iShares Gold Trust IAU Stock Holding History

GAMMA Investing’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 		$250K Buy
3,201
+452
+16% +$36.2K 0.01% 1159
2026
Q2 		$208K Sell
2,749
-2,512
-48% -$213K 0.01% 1242
2026
Q1 		$464K Buy
5,261
+3,240
+160% +$297K 0.02% 600
2025
Q4 		$164K Buy
2,021
+316
+19% +$24.7K 0.01% 1180
2025
Q3 		$124K Hold
1,705
– – 0.01% 1323
2025
Q2 		$106K Buy
1,705
+70
+4% +$4.34K 0.01% 1396
2025
Q1 		$96.4K Buy
1,635
+245
+18% +$13.3K 0.01% 1288
2024
Q4 		$68.8K Sell
1,390
-56
-4% -$2.81K 0.01% 1395
2024
Q3 		$71.9K Buy
1,446
+887
+159% +$41.5K 0.01% 1232
2024
Q2 		$24.6K Sell
559
-21
-4% -$928 ﹤0.01% 1712
2024
Q1 		$24.4K Sell
580
-398
-41% -$15.6K 0.01% 1507
2023
Q4 		$37.6K Buy
+978
New +$36.6K 0.01% 1077

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

GAMMA Investing's IAU Position: Q3 2026 in Review

GAMMA Investing increased its iShares Gold Trust (IAU) stake by 16% in Q3 2026, buying an estimated $36.2K and bringing the position to 3,201 shares worth $250K. The position accounts for 0.01% of the portfolio, ranked #1159.

GAMMA Investing first reported a position in IAU in Q4 2023 and has held it in 12 quarters since. The position peaked at $464K in Q1 2026. 98 funds tracked by Wall St. Rank hold IAU as of Q3 2026.

  • GAMMA Investing held 3,201 shares of iShares Gold Trust worth $250K as of Q3 2026.
  • GAMMA Investing bought 452 iShares Gold Trust shares in Q3 2026, an estimated $36.2K.
  • iShares Gold Trust made up 0.01% of GAMMA Investing's portfolio in Q3 2026, its #1159 holding.
  • GAMMA Investing first reported a position in iShares Gold Trust in Q4 2023 and has held it in 12 quarters since.
  • GAMMA Investing's iShares Gold Trust position peaked at $464K in Q1 2026.
  • 98 funds tracked by Wall St. Rank held iShares Gold Trust as of Q3 2026.

Based on GAMMA Investing's 13F filing for Q3 2026, filed 8 Oct 2026.