Holos Integrated Wealth
IAU icon

Holos Integrated Wealth’s iShares Gold Trust IAU Stock Holding History

Holos Integrated Wealth’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 		$7.4K Hold
95
– – ﹤0.01% 288
2026
Q2 		$7.35K Hold
95
– – ﹤0.01% 285
2026
Q1 		$8.4K Buy
+95
New +$8.71K ﹤0.01% 269
2025
Q4 		– Sell
-2,723
Closed -$206K – 312
2025
Q3 		$206K Hold
2,723
– – 0.12% 63
2025
Q2 		$174K Sell
2,723
-835
-23% -$51.7K 0.1% 66
2025
Q1 		$210K Hold
3,558
– – 0.14% 62
2024
Q4 		$176K Buy
+3,558
New +$179K 0.12% 59

Other funds holding IAU

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
AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
Beacon Investment Advisory Services
Beacon Investment Advisory Services Morristown, New Jersey $2.66B AUM 29.77% 1-Year Est. Return
J.M. Forbes & Co
J.M. Forbes & Co Boston, Massachusetts $1.33B AUM 21.14% 1-Year Est. Return
Tanglewood Wealth Management
Tanglewood Wealth Management Houston, Texas $1.2B AUM 13.27% 1-Year Est. Return
Anderson Hoagland & Co
Anderson Hoagland & Co St Louis, Missouri $1.31B AUM 21.27% 1-Year Est. Return
GenWealth Group
GenWealth Group Maplewood, New Jersey $641M AUM 11.61% 1-Year Est. Return
TD Waterhouse Canada
TD Waterhouse Canada Toronto, Ontario, Canada $38.4B AUM 30.28% 1-Year Est. Return
Cadinha & Co
Cadinha & Co Honolulu, Hawaii $616M AUM 24.55% 1-Year Est. Return

Holos Integrated Wealth's IAU Position: Q3 2026 in Review

Holos Integrated Wealth held its iShares Gold Trust (IAU) position steady in Q3 2026 at 95 shares worth $7.4K. The position accounts for ﹤0.01% of the portfolio, ranked #288.

Holos Integrated Wealth first reported a position in IAU in Q4 2024 and has held it in 7 quarters since. The position peaked at $210K in Q1 2025. 641 funds tracked by Wall St. Rank hold IAU as of Q3 2026.

  • Holos Integrated Wealth held 95 shares of iShares Gold Trust worth $7.4K as of Q3 2026.
  • Holos Integrated Wealth left its iShares Gold Trust share count unchanged in Q3 2026.
  • iShares Gold Trust made up ﹤0.01% of Holos Integrated Wealth's portfolio in Q3 2026, its #288 holding.
  • Holos Integrated Wealth first reported a position in iShares Gold Trust in Q4 2024 and has held it in 7 quarters since.
  • Holos Integrated Wealth's iShares Gold Trust position peaked at $210K in Q1 2025.
  • 641 funds tracked by Wall St. Rank held iShares Gold Trust as of Q3 2026.

Based on Holos Integrated Wealth's 13F filing for Q3 2026, filed 23 Oct 2026.