LVW Advisors
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LVW Advisors’s iShares Gold Trust IAU Stock Holding History

LVW Advisors’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 		$790K Hold
10,120
– – 0.07% 185
2026
Q2 		$764K Hold
10,120
– – 0.07% 162
2026
Q1 		$892K Buy
+10,120
New +$928K 0.09% 128

Other funds holding IAU

WealthNavi Inc
WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $12.9B AUM 11.73% 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
AL
Arnhold LLC New York $1.4B AUM 42.37% 1-Year Est. Return
Equitable Trust
Equitable Trust Nashville, Tennessee $2.38B AUM 22.38% 1-Year Est. Return
Pennsylvania State University
Pennsylvania State University University Park, Pennsylvania $252M AUM 13.5% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
Beacon Investment Advisory Services
Beacon Investment Advisory Services Morristown, New Jersey $2.66B AUM 29.77% 1-Year Est. Return
J.M. Forbes & Co
J.M. Forbes & Co Boston, Massachusetts $1.33B AUM 21.14% 1-Year Est. Return
Tanglewood Wealth Management
Tanglewood Wealth Management Houston, Texas $1.2B AUM 13.27% 1-Year Est. Return

LVW Advisors's IAU Position: Q3 2026 in Review

LVW Advisors held its iShares Gold Trust (IAU) position steady in Q3 2026 at 10,120 shares worth $790K. The position accounts for 0.07% of the portfolio, ranked #185.

LVW Advisors first reported a position in IAU in Q1 2026 and has held it in 3 quarters since. The position peaked at $892K in Q1 2026. 901 funds tracked by Wall St. Rank hold IAU as of Q3 2026.

  • LVW Advisors held 10,120 shares of iShares Gold Trust worth $790K as of Q3 2026.
  • LVW Advisors left its iShares Gold Trust share count unchanged in Q3 2026.
  • iShares Gold Trust made up 0.07% of LVW Advisors's portfolio in Q3 2026, its #185 holding.
  • LVW Advisors first reported a position in iShares Gold Trust in Q1 2026 and has held it in 3 quarters since.
  • LVW Advisors's iShares Gold Trust position peaked at $892K in Q1 2026.
  • 901 funds tracked by Wall St. Rank held iShares Gold Trust as of Q3 2026.

Based on LVW Advisors's 13F filing for Q3 2026, filed 19 Oct 2026.