Klingman & Associates’s iShares Gold Trust IAU Stock Holding History

Klingman & Associates’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	$1.06M	Sell	13,515 -1,500	-10%	-$120K	0.04%	141
2026 Q2	$1.13M	Sell	15,015 -593	-4%	-$50.3K	0.05%	128
2026 Q1	$1.38M	Buy	15,608 +9,295	+147%	+$853K	0.07%	105
2025 Q4	$512K	Sell	6,313 -190	-3%	-$14.9K	0.02%	190
2025 Q3	$473K	Sell	6,503 -490	-7%	-$32K	0.02%	198
2025 Q2	$436K	Sell	6,993 -873	-11%	-$54.1K	0.02%	186
2025 Q1	$464K	Hold	7,866	–	–	0.03%	166
2024 Q4	$389K	Sell	7,866 -117	-1%	-$5.88K	0.02%	182
2024 Q3	$397K	Buy	7,983 +3,333	+72%	+$156K	0.02%	182
2024 Q2	$204K	Buy	+4,650	New	+$205K	0.01%	240
2022 Q1	–	Sell	-5,790	Closed	-$202K	–	208
2021 Q4	$202K	Buy	+5,790	New	+$198K	0.02%	179
2021 Q2	–	Sell	-5,449	Closed	-$177K	–	167
2021 Q1	$177K	Buy	+5,449	New	+$186K	0.02%	168
2016 Q3	–	Sell	-218	Closed	-$6K	–	381
2016 Q2	$6K	Buy	+218	New	+$5.3K	﹤0.01%	320

Other funds holding IAU

WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $12.9B AUM 11.73% 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

Tanglewood Wealth Management Houston, Texas $1.2B AUM 13.27% 1-Year Est. Return

Anderson Hoagland & Co St Louis, Missouri $1.31B AUM 21.27% 1-Year Est. Return

GenWealth Group Maplewood, New Jersey $641M AUM 11.61% 1-Year Est. Return

Klingman & Associates's IAU Position: Q3 2026 in Review

Klingman & Associates reduced its iShares Gold Trust (IAU) stake by 10% in Q3 2026, selling an estimated $120K and leaving 13,515 shares worth $1.06M. The position accounts for 0.04% of the portfolio, ranked #141.

Klingman & Associates first reported a position in IAU in Q2 2016 and has held it in 13 quarters since. The position peaked at $1.38M in Q1 2026. 717 funds tracked by Wall St. Rank hold IAU as of Q3 2026.

Klingman & Associates held 13,515 shares of iShares Gold Trust worth $1.06M as of Q3 2026.
Klingman & Associates sold 1,500 iShares Gold Trust shares in Q3 2026, an estimated $120K.
iShares Gold Trust made up 0.04% of Klingman & Associates's portfolio in Q3 2026, its #141 holding.
Klingman & Associates first reported a position in iShares Gold Trust in Q2 2016 and has held it in 13 quarters since.
Klingman & Associates's iShares Gold Trust position peaked at $1.38M in Q1 2026.
717 funds tracked by Wall St. Rank held iShares Gold Trust as of Q3 2026.

Based on Klingman & Associates's 13F filing for Q3 2026, filed 20 Oct 2026.