Matthew Hamilton Rosenberg’s iShares Gold Trust IAU Stock Holding History

Matthew Hamilton Rosenberg’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	$464K	Buy	5,938 +688	+13%	+$55.2K	0.08%	123
2026 Q2	$396K	Hold	5,250	–	–	0.07%	128
2026 Q1	$463K	Hold	5,250	–	–	0.09%	99
2025 Q4	$426K	Hold	5,250	–	–	0.09%	101
2025 Q3	$382K	Hold	5,250	–	–	0.08%	114
2025 Q2	$327K	Hold	5,250	–	–	0.08%	131
2025 Q1	$310K	Hold	5,250	–	–	0.08%	123
2024 Q4	$260K	Hold	5,250	–	–	0.07%	143
2024 Q3	$261K	Hold	5,250	–	–	0.07%	155
2024 Q2	$231K	Hold	5,250	–	–	0.07%	159
2024 Q1	$223K	Hold	5,250	–	–	0.06%	167
2023 Q4	$205K	Hold	5,250	–	–	0.06%	172
2023 Q3	$184K	Hold	5,250	–	–	0.06%	178
2023 Q2	$191K	Hold	5,250	–	–	0.06%	180
2023 Q1	$196K	Hold	5,250	–	–	0.06%	189
2022 Q4	$182K	Hold	5,250	–	–	0.06%	192
2022 Q3	$166K	Hold	5,250	–	–	0.06%	189
2022 Q2	$180K	Buy	+5,250	New	+$187K	0.07%	184
2022 Q1	–	Sell	-5,250	Closed	-$183K	–	754
2021 Q4	$183K	Hold	5,250	–	–	0.07%	197
2021 Q3	$175K	Hold	5,250	–	–	0.07%	181
2021 Q2	$177K	Hold	5,250	–	–	0.09%	156
2021 Q1	$171K	Hold	5,250	–	–	0.1%	147
2020 Q4	$190K	Hold	5,250	–	–	0.12%	117
2020 Q3	$189K	Hold	5,250	–	–	0.14%	92
2020 Q2	$178K	Hold	5,250	–	–	0.14%	93
2020 Q1	$159K	Buy	+5,250	New	+$159K	0.16%	71

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

Matthew Hamilton Rosenberg's IAU Position: Q3 2026 in Review

Matthew Hamilton Rosenberg increased its iShares Gold Trust (IAU) stake by 13% in Q3 2026, buying an estimated $55.2K and bringing the position to 5,938 shares worth $464K. The position accounts for 0.08% of the portfolio, ranked #123.

Matthew Hamilton Rosenberg first reported a position in IAU in Q1 2020 and has held it in 26 quarters since. 642 funds tracked by Wall St. Rank hold IAU as of Q3 2026.

Matthew Hamilton Rosenberg held 5,938 shares of iShares Gold Trust worth $464K as of Q3 2026.
Matthew Hamilton Rosenberg bought 688 iShares Gold Trust shares in Q3 2026, an estimated $55.2K.
iShares Gold Trust made up 0.08% of Matthew Hamilton Rosenberg's portfolio in Q3 2026, its #123 holding.
Matthew Hamilton Rosenberg first reported a position in iShares Gold Trust in Q1 2020 and has held it in 26 quarters since.
642 funds tracked by Wall St. Rank held iShares Gold Trust as of Q3 2026.

Based on Matthew Hamilton Rosenberg's 13F filing for Q3 2026, filed 5 Oct 2026.