Hazlett, Burt & Watson’s iShares Gold Trust IAU Stock Holding History

Hazlett, Burt & Watson’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	$723K	Buy	9,428 +827	+10%	+$66.3K	0.19%	129
2026 Q2	$642K	Buy	8,601 +832	+11%	+$70.6K	0.17%	137
2026 Q1	$682K	Buy	7,769 +238	+3%	+$21.8K	0.21%	111
2025 Q4	$611K	Buy	7,531 +2,151	+40%	+$168K	0.2%	112
2025 Q3	$380K	Buy	5,380 +823	+18%	+$53.7K	0.13%	148
2025 Q2	$280K	Buy	4,557 +686	+18%	+$42.5K	0.11%	163
2025 Q1	$228K	Buy	3,871 +283	+8%	+$15.3K	0.1%	177
2024 Q4	$174K	Buy	3,588 +3,503	+4,121%	+$176K	0.08%	219
2024 Q3	$4K	Hold	85	–	–	﹤0.01%	623
2024 Q2	$4K	Hold	85	–	–	﹤0.01%	607
2024 Q1	$4K	Hold	85	–	–	﹤0.01%	599
2023 Q4	$3K	Buy	+85	New	+$3.18K	﹤0.01%	592
2023 Q1	–	Sell	-115	Closed	-$4K	–	653
2022 Q4	$4K	Buy	115 +80	+229%	+$2.63K	﹤0.01%	538
2022 Q3	$1K	Buy	+35	New	+$1.15K	﹤0.01%	596

Other funds holding IAU

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

Citigroup New York $308B AUM 40.94% 1-Year Est. Return

WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $12.9B AUM 11.73% 1-Year Est. Return

KeyBank National Association Cleveland, Ohio $30.6B AUM 20.91% 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

Bank of New York Mellon New York $608B AUM 32.77% 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

Hazlett, Burt & Watson's IAU Position: Q3 2026 in Review

Hazlett, Burt & Watson increased its iShares Gold Trust (IAU) stake by 9.6% in Q3 2026, buying an estimated $66.3K and bringing the position to 9,428 shares worth $723K. The position accounts for 0.19% of the portfolio, ranked #129.

Hazlett, Burt & Watson first reported a position in IAU in Q3 2022 and has held it in 14 quarters since. 1,229 funds tracked by Wall St. Rank hold IAU as of Q3 2026.

Hazlett, Burt & Watson held 9,428 shares of iShares Gold Trust worth $723K as of Q3 2026.
Hazlett, Burt & Watson bought 827 iShares Gold Trust shares in Q3 2026, an estimated $66.3K.
iShares Gold Trust made up 0.19% of Hazlett, Burt & Watson's portfolio in Q3 2026, its #129 holding.
Hazlett, Burt & Watson first reported a position in iShares Gold Trust in Q3 2022 and has held it in 14 quarters since.
1,229 funds tracked by Wall St. Rank held iShares Gold Trust as of Q3 2026.

Based on Hazlett, Burt & Watson's 13F filing for Q3 2026, filed 4 Nov 2026.