Lantz Financial’s iShares Gold Trust IAU Stock Holding History

Lantz Financial’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 -17	-0.1%	-$1.36K	0.16%	128
2026 Q2	$866K	Buy	11,471 +75	+0.7%	+$6.37K	0.16%	133
2026 Q1	$1M	Sell	11,396 -5,130	-31%	-$471K	0.21%	119
2025 Q4	$1.34M	Sell	16,526 -796	-5%	-$62.3K	0.28%	95
2025 Q3	$1.26M	Buy	17,322 +4,003	+30%	+$261K	0.28%	96
2025 Q2	$831K	Sell	13,319 -1,867	-12%	-$116K	0.21%	112
2025 Q1	$895K	Buy	15,186 +4,286	+39%	+$232K	0.25%	100
2024 Q4	$540K	Buy	+10,900	New	+$548K	0.14%	134

Other funds holding IAU

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

TD Waterhouse Canada Toronto, Ontario, Canada $38.4B AUM 30.28% 1-Year Est. Return

Cadinha & Co Honolulu, Hawaii $616M AUM 24.55% 1-Year Est. Return

Lantz Financial's IAU Position: Q3 2026 in Review

Lantz Financial reduced its iShares Gold Trust (IAU) stake by 0.15% in Q3 2026, selling an estimated $1.36K and leaving 11,454 shares worth $895K. The position accounts for 0.16% of the portfolio, ranked #128.

Lantz Financial first reported a position in IAU in Q4 2024 and has held it in 8 quarters since. The position peaked at $1.34M in Q4 2025. 641 funds tracked by Wall St. Rank hold IAU as of Q3 2026.

Lantz Financial held 11,454 shares of iShares Gold Trust worth $895K as of Q3 2026.
Lantz Financial sold 17 iShares Gold Trust shares in Q3 2026, an estimated $1.36K.
iShares Gold Trust made up 0.16% of Lantz Financial's portfolio in Q3 2026, its #128 holding.
Lantz Financial first reported a position in iShares Gold Trust in Q4 2024 and has held it in 8 quarters since.
Lantz Financial's iShares Gold Trust position peaked at $1.34M in Q4 2025.
641 funds tracked by Wall St. Rank held iShares Gold Trust as of Q3 2026.

Based on Lantz Financial's 13F filing for Q3 2026, filed 15 Oct 2026.