Jamison Private Wealth Management’s iShares Gold Trust IAU Stock Holding History

Jamison Private Wealth Management’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	$895K	Sell	11,454 -72	-0.6%	-$5.77K	0.09%	123
2026 Q2	$870K	Buy	11,526 +572	+5%	+$48.6K	0.09%	127
2026 Q1	$966K	Hold	10,954	–	–	0.12%	119
2025 Q4	$889K	Buy	10,954 +67	+0.6%	+$5.24K	0.11%	122
2025 Q3	$792K	Hold	10,887	–	–	0.1%	125
2025 Q2	$679K	Hold	10,887	–	–	0.1%	125
2025 Q1	$642K	Hold	10,887	–	–	0.1%	126
2024 Q4	$539K	Buy	+10,887	New	+$547K	0.08%	143

Other funds holding IAU

WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $12.9B AUM 11.73% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return

Arnhold LLC New York $1.4B AUM 42.37% 1-Year Est. Return

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

Jamison Private Wealth Management's IAU Position: Q3 2026 in Review

Jamison Private Wealth Management reduced its iShares Gold Trust (IAU) stake by 0.62% in Q3 2026, selling an estimated $5.77K and leaving 11,454 shares worth $895K. The position accounts for 0.09% of the portfolio, ranked #123.

Jamison Private Wealth Management first reported a position in IAU in Q4 2024 and has held it in 8 quarters since. The position peaked at $966K in Q1 2026. 958 funds tracked by Wall St. Rank hold IAU as of Q3 2026.

Jamison Private Wealth Management held 11,454 shares of iShares Gold Trust worth $895K as of Q3 2026.
Jamison Private Wealth Management sold 72 iShares Gold Trust shares in Q3 2026, an estimated $5.77K.
iShares Gold Trust made up 0.09% of Jamison Private Wealth Management's portfolio in Q3 2026, its #123 holding.
Jamison Private Wealth Management first reported a position in iShares Gold Trust in Q4 2024 and has held it in 8 quarters since.
Jamison Private Wealth Management's iShares Gold Trust position peaked at $966K in Q1 2026.
958 funds tracked by Wall St. Rank held iShares Gold Trust as of Q3 2026.

Based on Jamison Private Wealth Management's 13F filing for Q3 2026, filed 14 Oct 2026.