Inlet Private Wealth
IAU icon

Inlet Private Wealth’s iShares Gold Trust IAU Stock Holding History

Inlet Private 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 		$2.68M Buy
34,334
+50
+0.1% +$4.01K 0.65% 46
2026
Q2 		$2.59M Buy
34,284
+42
+0.1% +$3.56K 0.63% 48
2026
Q1 		$3.02M Sell
34,242
-4,687
-12% -$430K 0.77% 47
2025
Q4 		$3.16M Sell
38,929
-100
-0.3% -$7.82K 0.73% 46
2025
Q3 		$2.84M Buy
39,029
+157
+0.4% +$10.2K 0.64% 48
2025
Q2 		$2.42M Sell
38,872
-140
-0.4% -$8.68K 0.6% 53
2025
Q1 		$2.3M Buy
39,012
+195
+0.5% +$10.5K 0.6% 53
2024
Q4 		$1.92M Buy
38,817
+3,030
+8% +$152K 0.51% 62
2024
Q3 		$1.78M Sell
35,787
-147
-0.4% -$6.88K 0.45% 69
2024
Q2 		$1.58M Buy
35,934
+436
+1% +$19.3K 0.43% 69
2024
Q1 		$1.49M Buy
35,498
+15,000
+73% +$588K 0.42% 69
2023
Q4 		$800K Buy
+20,498
New +$767K 0.25% 81
2022
Q2 		– Sell
-8,365
Closed -$308K – 135
2022
Q1 		$308K Sell
8,365
-4,000
-32% -$143K 0.08% 121
2021
Q4 		$430K Sell
12,365
-2,550
-17% -$87.1K 0.1% 111
2021
Q3 		$498K Sell
14,915
-3,270
-18% -$111K 0.13% 104
2021
Q2 		$613K Sell
18,185
-5,420
-23% -$187K 0.16% 96
2021
Q1 		$768K Buy
23,605
+1,750
+8% +$59.8K 0.22% 81
2020
Q4 		$792K Buy
21,855
+13,605
+165% +$487K 0.26% 77
2020
Q3 		$297K Buy
+8,250
New +$301K 0.12% 109

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

Inlet Private Wealth's IAU Position: Q3 2026 in Review

Inlet Private Wealth increased its iShares Gold Trust (IAU) stake by 0.15% in Q3 2026, buying an estimated $4.01K and bringing the position to 34,334 shares worth $2.68M. The position accounts for 0.65% of the portfolio, ranked #46.

Inlet Private Wealth first reported a position in IAU in Q3 2020 and has held it in 19 quarters since. The position peaked at $3.16M in Q4 2025. 641 funds tracked by Wall St. Rank hold IAU as of Q3 2026.

  • Inlet Private Wealth held 34,334 shares of iShares Gold Trust worth $2.68M as of Q3 2026.
  • Inlet Private Wealth bought 50 iShares Gold Trust shares in Q3 2026, an estimated $4.01K.
  • iShares Gold Trust made up 0.65% of Inlet Private Wealth's portfolio in Q3 2026, its #46 holding.
  • Inlet Private Wealth first reported a position in iShares Gold Trust in Q3 2020 and has held it in 19 quarters since.
  • Inlet Private Wealth's iShares Gold Trust position peaked at $3.16M in Q4 2025.
  • 641 funds tracked by Wall St. Rank held iShares Gold Trust as of Q3 2026.

Based on Inlet Private Wealth's 13F filing for Q3 2026, filed 21 Oct 2026.