Integrated Advisors Network
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Integrated Advisors Network’s iShares Gold Trust IAU Stock Holding History

Integrated Advisors Network’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 		$1.71M Buy
21,882
+1,068
+5% +$85.6K 0.08% 236
2026
Q2 		$1.57M Buy
20,814
+3,666
+21% +$311K 0.07% 247
2026
Q1 		$1.51M Sell
17,148
-32,680
-66% -$3M 0.08% 248
2025
Q4 		$4.04M Sell
49,828
-4,973
-9% -$389K 0.18% 133
2025
Q3 		$3.99M Buy
54,801
+3,845
+8% +$251K 0.17% 148
2025
Q2 		$3.18M Sell
50,956
-428
-0.8% -$26.5K 0.14% 172
2025
Q1 		$3.03M Buy
51,384
+5,584
+12% +$302K 0.15% 150
2024
Q4 		$2.27M Buy
45,800
+8,097
+21% +$407K 0.11% 196
2024
Q3 		$1.87M Sell
37,703
-331
-0.9% -$15.5K 0.09% 220
2024
Q2 		$1.67M Buy
38,034
+679
+2% +$30K 0.09% 221
2024
Q1 		$1.57M Sell
37,355
-375
-1% -$14.7K 0.08% 240
2023
Q4 		$1.47M Sell
37,730
-50,257
-57% -$1.88M 0.08% 233
2023
Q3 		$3.08M Sell
87,987
-72
-0.1% -$2.63K 0.19% 149
2023
Q2 		$3.2M Buy
88,059
+4,811
+6% +$180K 0.18% 149
2023
Q1 		$3.11M Buy
83,248
+17,256
+26% +$619K 0.19% 142
2022
Q4 		$2.28M Sell
65,992
-3,417
-5% -$112K 0.15% 171
2022
Q3 		$2.19M Sell
69,409
-2,592
-4% -$84.9K 0.15% 165
2022
Q2 		$2.47M Buy
72,001
+13,175
+22% +$469K 0.16% 165
2022
Q1 		$2.17M Buy
58,826
+22,468
+62% +$803K 0.13% 186
2021
Q4 		$1.27M Buy
36,358
+423
+1% +$14.5K 0.07% 238
2021
Q3 		$1.2M Buy
35,935
+9,619
+37% +$328K 0.08% 226
2021
Q2 		$887K Buy
26,316
+18,367
+231% +$635K 0.07% 238
2021
Q1 		$258K Sell
7,949
-12,514
-61% -$428K 0.02% 469
2020
Q4 		$742K Buy
+20,463
New +$732K 0.08% 234

Other funds holding IAU

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return
WealthNavi Inc
WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $12.9B AUM 11.73% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.6B AUM 20.91% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $106B AUM 21.33% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return

Integrated Advisors Network's IAU Position: Q3 2026 in Review

Integrated Advisors Network increased its iShares Gold Trust (IAU) stake by 5.1% in Q3 2026, buying an estimated $85.6K and bringing the position to 21,882 shares worth $1.71M. The position accounts for 0.08% of the portfolio, ranked #236.

Integrated Advisors Network first reported a position in IAU in Q4 2020 and has held it in 24 quarters since. The position peaked at $4.04M in Q4 2025. 1,390 funds tracked by Wall St. Rank hold IAU as of Q3 2026.

  • Integrated Advisors Network held 21,882 shares of iShares Gold Trust worth $1.71M as of Q3 2026.
  • Integrated Advisors Network bought 1,068 iShares Gold Trust shares in Q3 2026, an estimated $85.6K.
  • iShares Gold Trust made up 0.08% of Integrated Advisors Network's portfolio in Q3 2026, its #236 holding.
  • Integrated Advisors Network first reported a position in iShares Gold Trust in Q4 2020 and has held it in 24 quarters since.
  • Integrated Advisors Network's iShares Gold Trust position peaked at $4.04M in Q4 2025.
  • 1,390 funds tracked by Wall St. Rank held iShares Gold Trust as of Q3 2026.

Based on Integrated Advisors Network's 13F filing for Q3 2026, filed 20 Oct 2026.