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Global Financial Private Client’s iShares Gold Trust IAU Stock Holding History

Global Financial Private Client’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 		$958K Buy
12,270
+84
+0.7% +$6.73K 0.26% 104
2026
Q2 		$920K Buy
12,186
+944
+8% +$80.1K 0.25% 114
2026
Q1 		$991K Sell
11,242
-640
-5% -$58.7K 0.32% 94
2025
Q4 		$964K Buy
11,882
+55
+0.5% +$4.3K 0.34% 89
2025
Q3 		$861K Buy
11,827
+556
+5% +$36.3K 0.31% 97
2025
Q2 		$703K Sell
11,271
-397
-3% -$24.6K 0.26% 106
2025
Q1 		$688K Buy
11,668
+891
+8% +$48.2K 0.26% 102
2024
Q4 		$534K Buy
10,777
+1,763
+20% +$88.6K 0.2% 128
2024
Q3 		$448K Buy
9,014
+8,080
+865% +$378K 0.17% 138
2024
Q2 		$41K Hold
934
– – 0.02% 317
2024
Q1 		$39.7K Hold
934
– – 0.02% 326
2023
Q4 		$36.5K Hold
934
– – 0.02% 324
2023
Q3 		$32.4K Hold
934
– – 0.02% 325
2023
Q2 		$34K Hold
934
– – 0.02% 325
2023
Q1 		$35.2K Hold
934
– – 0.02% 321
2022
Q4 		$32.3K Hold
934
– – 0.02% 317
2022
Q3 		$30.1K Sell
934
-790
-46% -$25.9K 0.02% 314
2022
Q2 		$59.1K Sell
1,724
-46
-3% -$1.64K 0.03% 250
2022
Q1 		$64.7K Hold
1,770
– – 0.03% 243
2021
Q4 		$61.6K Hold
1,770
– – 0.03% 255
2021
Q3 		$59.3K Sell
1,770
-219
-11% -$7.46K 0.03% 234
2021
Q2 		$67.2K Sell
1,989
-221
-10% -$7.64K 0.04% 214
2021
Q1 		$72.8K Sell
2,210
-201
-8% -$6.87K 0.05% 176
2020
Q4 		$87.4K Buy
2,411
+195
+9% +$6.98K 0.07% 148
2020
Q3 		$80.4K Hold
2,216
– – 0.07% 149
2020
Q2 		$75K Sell
2,216
-200
-8% -$6.55K 0.07% 166
2020
Q1 		$73.3K Buy
2,416
+1,016
+73% +$30.7K 0.08% 173
2019
Q4 		$40.6K Buy
+1,400
New +$39.7K 0.03% 264

Other funds holding IAU

ET
Equitable Trust Nashville, Tennessee $2.38B AUM 22.38% 1-Year Est. Return
PSU
Pennsylvania State University University Park, Pennsylvania $252M AUM 13.5% 1-Year Est. Return
BIAS
Beacon Investment Advisory Services Morristown, New Jersey $2.66B AUM 29.77% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
BWP
Baldwin Wealth Partners Marion, Massachusetts $1.52B AUM 21.45% 1-Year Est. Return
MSL
Mackay Shields LLC New York $2.76B AUM 2.8% 1-Year Est. Return
RCA
Resonant Capital Advisors Madison, Wisconsin $2.08B AUM 15.65% 1-Year Est. Return
NAM
NorthCrest Asset Manangement Plymouth, Minnesota $4.24B AUM 32.82% 1-Year Est. Return
GBT
Grove Bank & Trust Miami, Florida $1.01B AUM 19.76% 1-Year Est. Return

Global Financial Private Client's IAU Position: Q3 2026 in Review

Global Financial Private Client increased its iShares Gold Trust (IAU) stake by 0.69% in Q3 2026, buying an estimated $6.73K and bringing the position to 12,270 shares worth $958K. The position accounts for 0.26% of the portfolio, ranked #104.

Global Financial Private Client first reported a position in IAU in Q4 2019 and has held it in 28 quarters since. The position peaked at $991K in Q1 2026. 258 funds tracked by Wall St. Rank hold IAU as of Q3 2026.

  • Global Financial Private Client held 12,270 shares of iShares Gold Trust worth $958K as of Q3 2026.
  • Global Financial Private Client bought 84 iShares Gold Trust shares in Q3 2026, an estimated $6.73K.
  • iShares Gold Trust made up 0.26% of Global Financial Private Client's portfolio in Q3 2026, its #104 holding.
  • Global Financial Private Client first reported a position in iShares Gold Trust in Q4 2019 and has held it in 28 quarters since.
  • Global Financial Private Client's iShares Gold Trust position peaked at $991K in Q1 2026.
  • 258 funds tracked by Wall St. Rank held iShares Gold Trust as of Q3 2026.

Based on Global Financial Private Client's 13F filing for Q3 2026, filed 15 Oct 2026.