GWM
IAU icon

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

Gilpin 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 		$15.3K Hold
196
– – 0.01% 299
2026
Q2 		$14.8K Buy
196
+139
+244% +$11.8K 0.01% 286
2026
Q1 		$5.03K Buy
57
+35
+159% +$3.21K ﹤0.01% 355
2025
Q4 		$1.79K Buy
+22
New +$1.72K ﹤0.01% 402

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

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

Gilpin Wealth Management held its iShares Gold Trust (IAU) position steady in Q3 2026 at 196 shares worth $15.3K. The position accounts for 0.01% of the portfolio, ranked #299.

Gilpin Wealth Management first reported a position in IAU in Q4 2025 and has held it in 4 quarters since. 98 funds tracked by Wall St. Rank hold IAU as of Q3 2026.

  • Gilpin Wealth Management held 196 shares of iShares Gold Trust worth $15.3K as of Q3 2026.
  • Gilpin Wealth Management left its iShares Gold Trust share count unchanged in Q3 2026.
  • iShares Gold Trust made up 0.01% of Gilpin Wealth Management's portfolio in Q3 2026, its #299 holding.
  • Gilpin Wealth Management first reported a position in iShares Gold Trust in Q4 2025 and has held it in 4 quarters since.
  • 98 funds tracked by Wall St. Rank held iShares Gold Trust as of Q3 2026.

Based on Gilpin Wealth Management's 13F filing for Q3 2026, filed 9 Oct 2026.