Granite FO LLC’s iShares Gold Trust IAU Stock Holding History

Granite FO LLC’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	$200K	Hold	2,565	–	–	0.11%	47
2026 Q2	$194K	Hold	2,565	–	–	0.1%	47
2026 Q1	$226K	Hold	2,565	–	–	0.13%	42
2025 Q4	$208K	Hold	2,565	–	–	0.11%	46
2025 Q3	$187K	Hold	2,565	–	–	0.1%	51
2025 Q2	$160K	Sell	2,565 -1,000	-28%	-$62K	0.09%	56
2025 Q1	$210K	Hold	3,565	–	–	0.12%	46
2024 Q4	$177K	Hold	3,565	–	–	0.1%	52
2024 Q3	$177K	Buy	+3,565	New	+$167K	0.1%	53
2024 Q2	–	Sell	-3,565	Closed	-$169K	–	119
2024 Q1	$169K	Hold	3,565	–	–	0.1%	56
2023 Q4	$139K	Hold	3,565	–	–	0.09%	62
2023 Q3	$125K	Hold	3,565	–	–	0.09%	65
2023 Q2	$130K	Hold	3,565	–	–	0.09%	70
2023 Q1	$134K	Hold	3,565	–	–	0.08%	99
2022 Q4	$120K	Buy	+3,565	New	+$117K	0.09%	68

Other funds holding IAU

WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $12.9B AUM 11.73% 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

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

Equitable Trust Nashville, Tennessee $2.38B AUM 22.38% 1-Year Est. Return

Pennsylvania State University University Park, Pennsylvania $252M AUM 13.5% 1-Year Est. Return

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

Beacon Investment Advisory Services Morristown, New Jersey $2.66B AUM 29.77% 1-Year Est. Return

J.M. Forbes & Co Boston, Massachusetts $1.33B AUM 21.14% 1-Year Est. Return

Granite FO LLC's IAU Position: Q3 2026 in Review

Granite FO LLC held its iShares Gold Trust (IAU) position steady in Q3 2026 at 2,565 shares worth $200K. The position accounts for 0.11% of the portfolio, ranked #47.

Granite FO LLC first reported a position in IAU in Q4 2022 and has held it in 15 quarters since. The position peaked at $226K in Q1 2026. 930 funds tracked by Wall St. Rank hold IAU as of Q3 2026.

Granite FO LLC held 2,565 shares of iShares Gold Trust worth $200K as of Q3 2026.
Granite FO LLC left its iShares Gold Trust share count unchanged in Q3 2026.
iShares Gold Trust made up 0.11% of Granite FO LLC's portfolio in Q3 2026, its #47 holding.
Granite FO LLC first reported a position in iShares Gold Trust in Q4 2022 and has held it in 15 quarters since.
Granite FO LLC's iShares Gold Trust position peaked at $226K in Q1 2026.
930 funds tracked by Wall St. Rank held iShares Gold Trust as of Q3 2026.

Based on Granite FO LLC's 13F filing for Q3 2026, filed 14 Oct 2026.