Insigneo Advisory Services’s iShares Gold Trust IAU Stock Holding History

Insigneo Advisory Services’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	$8.91M	Buy	114,046 +12,061	+12%	+$967K	0.38%	51
2026 Q2	$7.7M	Buy	101,985 +44,871	+79%	+$3.81M	0.29%	53
2026 Q1	$5.04M	Buy	57,114 +4,952	+9%	+$454K	0.36%	45
2025 Q4	$4.23M	Buy	52,162 +3,332	+7%	+$261K	0.3%	51
2025 Q3	$3.55M	Buy	48,830 +11,910	+32%	+$777K	0.25%	67
2025 Q2	$2.3M	Sell	36,920 -2,291	-6%	-$142K	0.2%	100
2025 Q1	$2.31M	Buy	39,211 +10,765	+38%	+$582K	0.24%	88
2024 Q4	$1.41M	Buy	28,446 +871	+3%	+$43.8K	0.15%	131
2024 Q3	$1.37M	Buy	27,575 +3,106	+13%	+$145K	0.14%	141
2024 Q2	$1.11M	Buy	+24,469	New	+$1.08M	0.13%	159

Other funds holding IAU

Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

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

BlackRock New York $6.79T AUM 37.06% 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

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $192B AUM 13.66% 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

Insigneo Advisory Services's IAU Position: Q3 2026 in Review

Insigneo Advisory Services increased its iShares Gold Trust (IAU) stake by 12% in Q3 2026, buying an estimated $967K and bringing the position to 114,046 shares worth $8.91M. The position accounts for 0.38% of the portfolio, ranked #51.

Insigneo Advisory Services first reported a position in IAU in Q2 2024 and has held it in 10 quarters since. 1,749 funds tracked by Wall St. Rank hold IAU as of Q3 2026.

Insigneo Advisory Services held 114,046 shares of iShares Gold Trust worth $8.91M as of Q3 2026.
Insigneo Advisory Services bought 12,061 iShares Gold Trust shares in Q3 2026, an estimated $967K.
iShares Gold Trust made up 0.38% of Insigneo Advisory Services's portfolio in Q3 2026, its #51 holding.
Insigneo Advisory Services first reported a position in iShares Gold Trust in Q2 2024 and has held it in 10 quarters since.
1,749 funds tracked by Wall St. Rank held iShares Gold Trust as of Q3 2026.

Based on Insigneo Advisory Services's 13F filing for Q3 2026, filed 13 Nov 2026.