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

GSB 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 		$1M Buy
12,847
+17
+0.1% +$1.36K 0.2% 110
2026
Q2 		$969K Buy
12,830
+7
+0.1% +$594 0.19% 110
2026
Q1 		$1.13M Buy
12,823
+7
+0.1% +$642 0.26% 94
2025
Q4 		$1.04M Buy
12,816
+2
+0% +$156 0.24% 101
2025
Q3 		$932K Sell
12,814
-170
-1% -$11.1K 0.21% 108
2025
Q2 		$810K Buy
12,984
+1,314
+11% +$81.4K 0.2% 112
2025
Q1 		$688K Sell
11,670
-1
-0% -$54 0.18% 117
2024
Q4 		$578K Sell
11,671
-4
-0% -$201 0.15% 130
2024
Q3 		$580K Sell
11,675
-1,342
-10% -$62.8K 0.15% 132
2024
Q2 		$572K Sell
13,017
-59
-0.5% -$2.61K 0.16% 135
2024
Q1 		$549K Sell
13,076
-11
-0.1% -$431 0.15% 139
2023
Q4 		$511K Buy
13,087
+1,600
+14% +$59.9K 0.16% 133
2023
Q3 		$402K Sell
11,487
-1,548
-12% -$56.5K 0.13% 141
2023
Q2 		$474K Sell
13,035
-6,754
-34% -$253K 0.15% 134
2023
Q1 		$716K Buy
19,789
+8,302
+72% +$298K 0.23% 121
2022
Q4 		$397K Hold
11,487
– – 0.14% 149
2022
Q3 		$362K Hold
11,487
– – 0.13% 158
2022
Q2 		$394K Hold
11,487
– – 0.13% 156
2022
Q1 		$423K Hold
11,487
– – 0.12% 168
2021
Q4 		$400K Buy
11,487
+1,737
+18% +$59.4K 0.11% 168
2021
Q3 		$326K Sell
9,750
-1,737
-15% -$59.2K 0.17% 113
2021
Q2 		$387K Sell
11,487
-1
-0% -$35 0.12% 172
2021
Q1 		$374K Buy
11,488
+1,738
+18% +$59.4K 0.12% 162
2020
Q4 		$354K Hold
9,750
– – 1.59% 21
2020
Q3 		$351K Buy
+9,750
New +$356K 1.6% 22

Other funds holding IAU

Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return
WealthNavi Inc
WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $12.9B AUM 11.73% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.6B AUM 20.91% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
AL
Arnhold LLC New York $1.4B AUM 42.37% 1-Year Est. Return
Equitable Trust
Equitable Trust Nashville, Tennessee $2.38B AUM 22.38% 1-Year Est. Return
Pennsylvania State University
Pennsylvania State University University Park, Pennsylvania $252M AUM 13.5% 1-Year Est. Return

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

GSB Wealth Management increased its iShares Gold Trust (IAU) stake by 0.13% in Q3 2026, buying an estimated $1.36K and bringing the position to 12,847 shares worth $1M. The position accounts for 0.2% of the portfolio, ranked #110.

GSB Wealth Management first reported a position in IAU in Q3 2020 and has held it in 25 quarters since. The position peaked at $1.13M in Q1 2026. 1,170 funds tracked by Wall St. Rank hold IAU as of Q3 2026.

  • GSB Wealth Management held 12,847 shares of iShares Gold Trust worth $1M as of Q3 2026.
  • GSB Wealth Management bought 17 iShares Gold Trust shares in Q3 2026, an estimated $1.36K.
  • iShares Gold Trust made up 0.2% of GSB Wealth Management's portfolio in Q3 2026, its #110 holding.
  • GSB Wealth Management first reported a position in iShares Gold Trust in Q3 2020 and has held it in 25 quarters since.
  • GSB Wealth Management's iShares Gold Trust position peaked at $1.13M in Q1 2026.
  • 1,170 funds tracked by Wall St. Rank held iShares Gold Trust as of Q3 2026.

Based on GSB Wealth Management's 13F filing for Q3 2026, filed 2 Nov 2026.