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Global Wealth Strategies & Associates’s iShares Gold Trust IAU Stock Holding History

Global Wealth Strategies & Associates’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 		$10.3M Buy
131,360
+5,042
+4% +$404K 1.88% 13
2026
Q2 		$9.54M Buy
126,318
+6,377
+5% +$541K 1.81% 13
2026
Q1 		$10.6M Buy
119,941
+4,497
+4% +$413K 2.6% 9
2025
Q4 		$9.37M Sell
115,444
-569
-0.5% -$44.5K 2.34% 10
2025
Q3 		$8.44M Buy
116,013
+179
+0.2% +$11.7K 2.17% 10
2025
Q2 		$7.22M Sell
115,834
-12,082
-9% -$749K 2.07% 10
2025
Q1 		$7.54M Sell
127,916
-5,586
-4% -$302K 2.29% 11
2024
Q4 		$6.61M Buy
133,502
+5,033
+4% +$253K 2.07% 12
2024
Q3 		$6.38M Buy
128,469
+182
+0.1% +$8.52K 2.1% 12
2024
Q2 		$5.64M Buy
128,287
+4,344
+4% +$192K 2.02% 12
2024
Q1 		$5.21M Buy
123,943
+3,760
+3% +$147K 1.96% 12
2023
Q4 		$4.69M Buy
120,183
+1,205
+1% +$45.1K 1.95% 11
2023
Q3 		$4.16M Buy
118,978
+6,212
+6% +$227K 1.94% 15
2023
Q2 		$4.1M Buy
112,766
+4,694
+4% +$176K 1.93% 16
2023
Q1 		$4.04M Sell
108,072
-1,668
-2% -$59.9K 2.09% 16
2022
Q4 		$3.8M Buy
+109,740
New +$3.6M 2.2% 16

Other funds holding IAU

PSU
Pennsylvania State University University Park, Pennsylvania $252M AUM 13.5% 1-Year Est. Return
SFGP
Stonebridge Financial Group (Pennsylvania) Wormleysburg, Pennsylvania $1.36B AUM 14.31% 1-Year Est. Return
SCP
Silverleafe Capital Partners Germantown, Tennessee $351M AUM 24.63% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return
NWMP
Noble Wealth Management PBC Greenwood Village, Colorado $223M AUM 7.64% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return
PCS
Private Client Services Louisville, Kentucky $372M AUM 17.65% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return
DA
Doliver Advisors Houston, Texas $458M AUM 38.24% 1-Year Est. Return
MBT
Montecito Bank & Trust Santa Barbara, California $660M AUM 18.73% 1-Year Est. Return

Global Wealth Strategies & Associates's IAU Position: Q3 2026 in Review

Global Wealth Strategies & Associates increased its iShares Gold Trust (IAU) stake by 4% in Q3 2026, buying an estimated $404K and bringing the position to 131,360 shares worth $10.3M. The position accounts for 1.88% of the portfolio, ranked #13.

Global Wealth Strategies & Associates first reported a position in IAU in Q4 2022 and has held it in 16 quarters since. The position peaked at $10.6M in Q1 2026. 16 funds tracked by Wall St. Rank hold IAU as of Q3 2026.

  • Global Wealth Strategies & Associates held 131,360 shares of iShares Gold Trust worth $10.3M as of Q3 2026.
  • Global Wealth Strategies & Associates bought 5,042 iShares Gold Trust shares in Q3 2026, an estimated $404K.
  • iShares Gold Trust made up 1.88% of Global Wealth Strategies & Associates's portfolio in Q3 2026, its #13 holding.
  • Global Wealth Strategies & Associates first reported a position in iShares Gold Trust in Q4 2022 and has held it in 16 quarters since.
  • Global Wealth Strategies & Associates's iShares Gold Trust position peaked at $10.6M in Q1 2026.
  • 16 funds tracked by Wall St. Rank held iShares Gold Trust as of Q3 2026.

Based on Global Wealth Strategies & Associates's 13F filing for Q3 2026, filed 2 Oct 2026.