Helium Advisors’s iShares Gold Trust IAU Stock Holding History

Helium Advisors’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	$426K	Sell	5,451 -179	-3%	-$14.3K	0.37%	62
2026 Q2	$425K	Buy	5,630 +587	+12%	+$49.8K	0.35%	63
2026 Q1	$445K	Sell	5,043 -2	-0%	-$183	0.42%	54
2025 Q4	$410K	Sell	5,045 -4,895	-49%	-$383K	0.41%	50
2025 Q3	$723K	Hold	9,940	–	–	0.6%	34
2025 Q2	$620K	Hold	9,940	–	–	0.39%	47
2025 Q1	$586K	Buy	9,940 +955	+11%	+$51.7K	0.43%	40
2024 Q4	$445K	Buy	+8,985	New	+$451K	0.35%	54

Other funds holding IAU

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

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

JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return

KeyBank National Association Cleveland, Ohio $30.6B AUM 20.91% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $106B AUM 21.33% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

Helium Advisors's IAU Position: Q3 2026 in Review

Helium Advisors reduced its iShares Gold Trust (IAU) stake by 3.2% in Q3 2026, selling an estimated $14.3K and leaving 5,451 shares worth $426K. The position accounts for 0.37% of the portfolio, ranked #62.

Helium Advisors first reported a position in IAU in Q4 2024 and has held it in 8 quarters since. The position peaked at $723K in Q3 2025. 1,562 funds tracked by Wall St. Rank hold IAU as of Q3 2026.

Helium Advisors held 5,451 shares of iShares Gold Trust worth $426K as of Q3 2026.
Helium Advisors sold 179 iShares Gold Trust shares in Q3 2026, an estimated $14.3K.
iShares Gold Trust made up 0.37% of Helium Advisors's portfolio in Q3 2026, its #62 holding.
Helium Advisors first reported a position in iShares Gold Trust in Q4 2024 and has held it in 8 quarters since.
Helium Advisors's iShares Gold Trust position peaked at $723K in Q3 2025.
1,562 funds tracked by Wall St. Rank held iShares Gold Trust as of Q3 2026.

Based on Helium Advisors's 13F filing for Q3 2026, filed 23 Oct 2026.