Koa Wealth Management’s iShares Gold Trust IAU Stock Holding History

Koa 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	$381K	Sell	4,872 -267	-5%	-$21.4K	0.25%	46
2026 Q2	$388K	Sell	5,139 -1,143	-18%	-$97K	0.26%	46
2026 Q1	$554K	Sell	6,282 -1,048	-14%	-$96.1K	0.4%	42
2025 Q4	$595K	Buy	7,330 +265	+4%	+$20.7K	0.41%	44
2025 Q3	$514K	Buy	7,065 +218	+3%	+$14.2K	0.38%	45
2025 Q2	$427K	Sell	6,847 -900	-12%	-$55.8K	0.34%	44
2025 Q1	$457K	Buy	7,747 +1,033	+15%	+$55.9K	0.37%	41
2024 Q4	$332K	Buy	6,714 +51	+0.8%	+$2.56K	0.27%	42
2024 Q3	$331K	Sell	6,663 -200	-3%	-$9.36K	0.26%	42
2024 Q2	$301K	Sell	6,863 -250	-4%	-$11K	0.25%	44
2024 Q1	$299K	Hold	7,113	–	–	0.27%	43
2023 Q4	$278K	Buy	+7,113	New	+$266K	0.27%	44

Other funds holding IAU

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

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

Koa Wealth Management's IAU Position: Q3 2026 in Review

Koa Wealth Management reduced its iShares Gold Trust (IAU) stake by 5.2% in Q3 2026, selling an estimated $21.4K and leaving 4,872 shares worth $381K. The position accounts for 0.25% of the portfolio, ranked #46.

Koa Wealth Management first reported a position in IAU in Q4 2023 and has held it in 12 quarters since. The position peaked at $595K in Q4 2025. 901 funds tracked by Wall St. Rank hold IAU as of Q3 2026.

Koa Wealth Management held 4,872 shares of iShares Gold Trust worth $381K as of Q3 2026.
Koa Wealth Management sold 267 iShares Gold Trust shares in Q3 2026, an estimated $21.4K.
iShares Gold Trust made up 0.25% of Koa Wealth Management's portfolio in Q3 2026, its #46 holding.
Koa Wealth Management first reported a position in iShares Gold Trust in Q4 2023 and has held it in 12 quarters since.
Koa Wealth Management's iShares Gold Trust position peaked at $595K in Q4 2025.
901 funds tracked by Wall St. Rank held iShares Gold Trust as of Q3 2026.

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