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Green Ridge Wealth Planning’s iShares Gold Trust IAU Stock Holding History

Green Ridge Wealth Planning’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 		$904K Buy
11,580
+50
+0.4% +$4.01K 0.36% 36
2026
Q2 		$871K Sell
11,530
-19,203
-62% -$1.63M 0.37% 36
2026
Q1 		$2.71M Buy
30,733
+12,802
+71% +$1.17M 1.43% 18
2025
Q4 		$1.46M Buy
+17,931
New +$1.4M 0.74% 27

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
GWSA
Global Wealth Strategies & Associates Denver, Colorado $546M AUM 14.96% 1-Year Est. Return
SCP
Silverleafe Capital Partners Germantown, Tennessee $351M AUM 24.63% 1-Year Est. Return
KA
Kure Advisory Plymouth, Minnesota $216M AUM 12.91% 1-Year Est. Return
AR
Apeiron RIA Dallas, Texas $440M AUM 15.34% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return

Green Ridge Wealth Planning's IAU Position: Q3 2026 in Review

Green Ridge Wealth Planning increased its iShares Gold Trust (IAU) stake by 0.43% in Q3 2026, buying an estimated $4.01K and bringing the position to 11,580 shares worth $904K. The position accounts for 0.36% of the portfolio, ranked #36.

Green Ridge Wealth Planning first reported a position in IAU in Q4 2025 and has held it in 4 quarters since. The position peaked at $2.71M in Q1 2026. 67 funds tracked by Wall St. Rank hold IAU as of Q3 2026.

  • Green Ridge Wealth Planning held 11,580 shares of iShares Gold Trust worth $904K as of Q3 2026.
  • Green Ridge Wealth Planning bought 50 iShares Gold Trust shares in Q3 2026, an estimated $4.01K.
  • iShares Gold Trust made up 0.36% of Green Ridge Wealth Planning's portfolio in Q3 2026, its #36 holding.
  • Green Ridge Wealth Planning first reported a position in iShares Gold Trust in Q4 2025 and has held it in 4 quarters since.
  • Green Ridge Wealth Planning's iShares Gold Trust position peaked at $2.71M in Q1 2026.
  • 67 funds tracked by Wall St. Rank held iShares Gold Trust as of Q3 2026.

Based on Green Ridge Wealth Planning's 13F filing for Q3 2026, filed 8 Oct 2026.