Monograph Wealth Advisors’s iShares Gold Trust IAU Stock Holding History

Monograph Wealth 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	$896K	Sell	11,473 -5,067	-31%	-$406K	0.07%	69
2026 Q2	$1.25M	Sell	16,540 -21	-0.1%	-$1.78K	0.1%	56
2026 Q1	$1.46M	Sell	16,561 -3,897	-19%	-$357K	0.14%	51
2025 Q4	$1.66M	Sell	20,458 -169	-0.8%	-$13.2K	0.16%	47
2025 Q3	$1.5M	Buy	20,627 +14,570	+241%	+$950K	0.15%	48
2025 Q2	$378K	Buy	6,057 +825	+16%	+$51.1K	0.05%	95
2025 Q1	$308K	Hold	5,232	–	–	0.04%	91
2024 Q4	$259K	Hold	5,232	–	–	0.03%	99
2024 Q3	$260K	Hold	5,232	–	–	0.03%	97
2024 Q2	$230K	Hold	5,232	–	–	0.03%	95
2024 Q1	$220K	Buy	+5,232	New	+$205K	0.03%	145
2023 Q1	–	Sell	-8,500	Closed	-$294K	–	90
2022 Q4	$294K	Buy	+8,500	New	+$279K	0.08%	70

Other funds holding IAU

Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

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

BlackRock New York $6.79T AUM 37.06% 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

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $192B AUM 13.66% 1-Year Est. Return

JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return

Monograph Wealth Advisors's IAU Position: Q3 2026 in Review

Monograph Wealth Advisors reduced its iShares Gold Trust (IAU) stake by 31% in Q3 2026, selling an estimated $406K and leaving 11,473 shares worth $896K. The position accounts for 0.07% of the portfolio, ranked #69.

Monograph Wealth Advisors first reported a position in IAU in Q4 2022 and has held it in 12 quarters since. The position peaked at $1.66M in Q4 2025. 1,749 funds tracked by Wall St. Rank hold IAU as of Q3 2026.

Monograph Wealth Advisors held 11,473 shares of iShares Gold Trust worth $896K as of Q3 2026.
Monograph Wealth Advisors sold 5,067 iShares Gold Trust shares in Q3 2026, an estimated $406K.
iShares Gold Trust made up 0.07% of Monograph Wealth Advisors's portfolio in Q3 2026, its #69 holding.
Monograph Wealth Advisors first reported a position in iShares Gold Trust in Q4 2022 and has held it in 12 quarters since.
Monograph Wealth Advisors's iShares Gold Trust position peaked at $1.66M in Q4 2025.
1,749 funds tracked by Wall St. Rank held iShares Gold Trust as of Q3 2026.

Based on Monograph Wealth Advisors's 13F filing for Q3 2026, filed 9 Nov 2026.