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

Global 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	$4.07M	Sell	52,116 -2,167	-4%	-$174K	2.21%	14
2026 Q2	$4.1M	Buy	54,283 +317	+0.6%	+$26.9K	2.09%	14
2026 Q1	$4.76M	Buy	53,966 +3,883	+8%	+$356K	2.59%	13
2025 Q4	$4.07M	Buy	50,083 +31,595	+171%	+$2.47M	2.19%	14
2025 Q3	$1.35M	Hold	18,488	–	–	0.71%	16
2025 Q2	$1.17M	Buy	18,488 +430	+2%	+$26.6K	0.64%	15
2025 Q1	$1.06M	Buy	18,058 +545	+3%	+$29.5K	0.61%	15
2024 Q4	$867K	Buy	+17,513	New	+$880K	0.55%	17

Other funds holding IAU

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

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

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Arnhold LLC New York $1.4B AUM 42.37% 1-Year Est. Return

AlTi Global New York $4.86B AUM 17.35% 1-Year Est. Return

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

Global Wealth Management reduced its iShares Gold Trust (IAU) stake by 4% in Q3 2026, selling an estimated $174K and leaving 52,116 shares worth $4.07M. The position accounts for 2.21% of the portfolio, ranked #14.

Global Wealth Management first reported a position in IAU in Q4 2024 and has held it in 8 quarters since. The position peaked at $4.76M in Q1 2026. 1,306 funds tracked by Wall St. Rank hold IAU as of Q3 2026.

Global Wealth Management held 52,116 shares of iShares Gold Trust worth $4.07M as of Q3 2026.
Global Wealth Management sold 2,167 iShares Gold Trust shares in Q3 2026, an estimated $174K.
iShares Gold Trust made up 2.21% of Global Wealth Management's portfolio in Q3 2026, its #14 holding.
Global Wealth Management first reported a position in iShares Gold Trust in Q4 2024 and has held it in 8 quarters since.
Global Wealth Management's iShares Gold Trust position peaked at $4.76M in Q1 2026.
1,306 funds tracked by Wall St. Rank held iShares Gold Trust as of Q3 2026.

Based on Global Wealth Management's 13F filing for Q3 2026, filed 15 Oct 2026.