Herold Advisors’s iShares Gold Trust IAU Stock Holding History

Herold 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	$264K	Buy	3,375 +721	+27%	+$57.8K	0.05%	233
2026 Q2	$200K	Sell	2,654 -31	-1%	-$2.63K	0.04%	259
2026 Q1	$237K	Buy	+2,685	New	+$246K	0.05%	234
2025 Q3	–	Sell	-4,589	Closed	-$286K	–	281
2025 Q2	$286K	Sell	4,589 -655	-12%	-$40.6K	0.06%	247
2025 Q1	$309K	Buy	5,244 +973	+23%	+$52.6K	0.07%	214
2024 Q4	$211K	Buy	+4,271	New	+$215K	0.05%	262

Other funds holding IAU

Equitable Trust Nashville, Tennessee $2.38B AUM 22.38% 1-Year Est. Return

Pennsylvania State University University Park, Pennsylvania $252M AUM 13.5% 1-Year Est. Return

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

Beacon Investment Advisory Services Morristown, New Jersey $2.66B AUM 29.77% 1-Year Est. Return

J.M. Forbes & Co Boston, Massachusetts $1.33B AUM 21.14% 1-Year Est. Return

Tanglewood Wealth Management Houston, Texas $1.2B AUM 13.27% 1-Year Est. Return

Anderson Hoagland & Co St Louis, Missouri $1.31B AUM 21.27% 1-Year Est. Return

GenWealth Group Maplewood, New Jersey $641M AUM 11.61% 1-Year Est. Return

TD Waterhouse Canada Toronto, Ontario, Canada $38.4B AUM 30.28% 1-Year Est. Return

Cadinha & Co Honolulu, Hawaii $616M AUM 24.55% 1-Year Est. Return

Herold Advisors's IAU Position: Q3 2026 in Review

Herold Advisors increased its iShares Gold Trust (IAU) stake by 27% in Q3 2026, buying an estimated $57.8K and bringing the position to 3,375 shares worth $264K. The position accounts for 0.05% of the portfolio, ranked #233.

Herold Advisors first reported a position in IAU in Q4 2024 and has held it in 6 quarters since. The position peaked at $309K in Q1 2025. 641 funds tracked by Wall St. Rank hold IAU as of Q3 2026.

Herold Advisors held 3,375 shares of iShares Gold Trust worth $264K as of Q3 2026.
Herold Advisors bought 721 iShares Gold Trust shares in Q3 2026, an estimated $57.8K.
iShares Gold Trust made up 0.05% of Herold Advisors's portfolio in Q3 2026, its #233 holding.
Herold Advisors first reported a position in iShares Gold Trust in Q4 2024 and has held it in 6 quarters since.
Herold Advisors's iShares Gold Trust position peaked at $309K in Q1 2025.
641 funds tracked by Wall St. Rank held iShares Gold Trust as of Q3 2026.

Based on Herold Advisors's 13F filing for Q3 2026, filed 19 Oct 2026.