Genesis Wealth Advisors’s iShares Gold Trust IAU Stock Holding History

Genesis Wealth 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	$494K	Hold	6,326	–	–	0.29%	36
2026 Q2	$478K	Hold	6,326	–	–	0.29%	38
2026 Q1	$558K	Hold	6,326	–	–	0.37%	28
2025 Q4	$513K	Hold	6,326	–	–	0.35%	34
2025 Q3	$460K	Hold	6,326	–	–	0.32%	35
2025 Q2	$394K	Hold	6,326	–	–	0.3%	37
2025 Q1	$373K	Hold	6,326	–	–	0.3%	38
2024 Q4	$313K	Buy	+6,326	New	+$318K	0.27%	45
2015 Q2	$35.2K	Sell	1,552 -530	-25%	-$12.2K	0.03%	219
2015 Q1	$48.5K	Hold	2,082	–	–	0.04%	195
2014 Q4	$48.5K	Buy	+2,082	New	+$48.4K	0.04%	217

Other funds holding IAU

Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

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

BlackRock New York $6.79T AUM 37.06% 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

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $192B AUM 13.66% 1-Year Est. Return

JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return

Genesis Wealth Advisors's IAU Position: Q3 2026 in Review

Genesis Wealth Advisors held its iShares Gold Trust (IAU) position steady in Q3 2026 at 6,326 shares worth $494K. The position accounts for 0.29% of the portfolio, ranked #36.

Genesis Wealth Advisors first reported a position in IAU in Q4 2014 and has held it in 11 quarters since. The position peaked at $558K in Q1 2026. 1,749 funds tracked by Wall St. Rank hold IAU as of Q3 2026.

Genesis Wealth Advisors held 6,326 shares of iShares Gold Trust worth $494K as of Q3 2026.
Genesis Wealth Advisors left its iShares Gold Trust share count unchanged in Q3 2026.
iShares Gold Trust made up 0.29% of Genesis Wealth Advisors's portfolio in Q3 2026, its #36 holding.
Genesis Wealth Advisors first reported a position in iShares Gold Trust in Q4 2014 and has held it in 11 quarters since.
Genesis Wealth Advisors's iShares Gold Trust position peaked at $558K in Q1 2026.
1,749 funds tracked by Wall St. Rank held iShares Gold Trust as of Q3 2026.

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