Milestone Asset Management’s iShares Gold Trust IAU Stock Holding History

Milestone Asset 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	$1.28M	Sell	16,393 -2,002	-11%	-$160K	0.2%	115
2026 Q2	$1.39M	Sell	18,395 -7,264	-28%	-$617K	0.22%	104
2026 Q1	$2.26M	Buy	25,659 +16,693	+186%	+$1.53M	0.42%	69
2025 Q4	$728K	Buy	8,966 +669	+8%	+$52.3K	0.14%	133
2025 Q3	$604K	Buy	8,297 +1,822	+28%	+$119K	0.11%	135
2025 Q2	$404K	Sell	6,475 -34,270	-84%	-$2.12M	0.09%	158
2025 Q1	$2.4M	Buy	+40,745	New	+$2.2M	0.51%	46
2023 Q1	–	Sell	-5,765	Closed	-$211K	–	79
2022 Q4	$211K	Buy	+5,765	New	+$189K	0.13%	67

Other funds holding IAU

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Citigroup New York $308B AUM 40.94% 1-Year Est. Return

WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $12.9B AUM 11.73% 1-Year Est. Return

KeyBank National Association Cleveland, Ohio $30.6B AUM 20.91% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $106B AUM 21.33% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 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

Milestone Asset Management's IAU Position: Q3 2026 in Review

Milestone Asset Management reduced its iShares Gold Trust (IAU) stake by 11% in Q3 2026, selling an estimated $160K and leaving 16,393 shares worth $1.28M. The position accounts for 0.2% of the portfolio, ranked #115.

Milestone Asset Management first reported a position in IAU in Q4 2022 and has held it in 8 quarters since. The position peaked at $2.4M in Q1 2025. 1,390 funds tracked by Wall St. Rank hold IAU as of Q3 2026.

Milestone Asset Management held 16,393 shares of iShares Gold Trust worth $1.28M as of Q3 2026.
Milestone Asset Management sold 2,002 iShares Gold Trust shares in Q3 2026, an estimated $160K.
iShares Gold Trust made up 0.2% of Milestone Asset Management's portfolio in Q3 2026, its #115 holding.
Milestone Asset Management first reported a position in iShares Gold Trust in Q4 2022 and has held it in 8 quarters since.
Milestone Asset Management's iShares Gold Trust position peaked at $2.4M in Q1 2025.
1,390 funds tracked by Wall St. Rank held iShares Gold Trust as of Q3 2026.

Based on Milestone Asset Management's 13F filing for Q3 2026, filed 15 Oct 2026.