Guardian Partners
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Guardian Partners’s iShares Gold Trust IAU Stock Holding History

Guardian Partners’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 		$2.2M Buy
28,125
+13,000
+86% +$1.04M 0.19% 85
2026
Q2 		$1.14M Buy
15,125
+125
+0.8% +$10.6K 0.1% 104
2026
Q1 		$1.32M Sell
15,000
-15,000
-50% -$1.38M 0.11% 103
2025
Q4 		$2.79M Buy
+30,000
New +$2.35M 0.22% 80

Other funds holding IAU

LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
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

Guardian Partners's IAU Position: Q3 2026 in Review

Guardian Partners increased its iShares Gold Trust (IAU) stake by 86% in Q3 2026, buying an estimated $1.04M and bringing the position to 28,125 shares worth $2.2M. The position accounts for 0.19% of the portfolio, ranked #85.

Guardian Partners first reported a position in IAU in Q4 2025 and has held it in 4 quarters since. The position peaked at $2.79M in Q4 2025. 1,229 funds tracked by Wall St. Rank hold IAU as of Q3 2026.

  • Guardian Partners held 28,125 shares of iShares Gold Trust worth $2.2M as of Q3 2026.
  • Guardian Partners bought 13,000 iShares Gold Trust shares in Q3 2026, an estimated $1.04M.
  • iShares Gold Trust made up 0.19% of Guardian Partners's portfolio in Q3 2026, its #85 holding.
  • Guardian Partners first reported a position in iShares Gold Trust in Q4 2025 and has held it in 4 quarters since.
  • Guardian Partners's iShares Gold Trust position peaked at $2.79M in Q4 2025.
  • 1,229 funds tracked by Wall St. Rank held iShares Gold Trust as of Q3 2026.

Based on Guardian Partners's 13F filing for Q3 2026, filed 21 Oct 2026.