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

Lyell 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 		$431K Buy
5,517
+2,000
+57% +$160K 0.03% 178
2026
Q2 		$266K Hold
3,517
– – 0.02% 205
2026
Q1 		$310K Hold
3,517
– – 0.02% 180
2025
Q4 		$285K Hold
3,517
– – 0.02% 188
2025
Q3 		$256K Hold
3,517
– – 0.02% 194
2025
Q2 		$219K Buy
+3,517
New +$218K 0.02% 206

Other funds holding IAU

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return
WealthNavi Inc
WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $12.9B AUM 11.73% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.6B AUM 20.91% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $106B AUM 21.33% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 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

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

Lyell Wealth Management increased its iShares Gold Trust (IAU) stake by 57% in Q3 2026, buying an estimated $160K and bringing the position to 5,517 shares worth $431K. The position accounts for 0.03% of the portfolio, ranked #178.

Lyell Wealth Management first reported a position in IAU in Q2 2025 and has held it in 6 quarters since. 1,390 funds tracked by Wall St. Rank hold IAU as of Q3 2026.

  • Lyell Wealth Management held 5,517 shares of iShares Gold Trust worth $431K as of Q3 2026.
  • Lyell Wealth Management bought 2,000 iShares Gold Trust shares in Q3 2026, an estimated $160K.
  • iShares Gold Trust made up 0.03% of Lyell Wealth Management's portfolio in Q3 2026, its #178 holding.
  • Lyell Wealth Management first reported a position in iShares Gold Trust in Q2 2025 and has held it in 6 quarters since.
  • 1,390 funds tracked by Wall St. Rank held iShares Gold Trust as of Q3 2026.

Based on Lyell Wealth Management's 13F filing for Q3 2026, filed 30 Oct 2026.