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

Mosley 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	$3.7M	Buy	47,157 +446	+1%	+$35.8K	1.08%	24
2026 Q2	$3.53M	Buy	46,711 +9,809	+27%	+$833K	1.12%	23
2026 Q1	$2.69M	Sell	36,902 -124	-0.3%	-$11.4K	1.22%	18
2025 Q4	$2.82M	Buy	+37,026	New	+$2.9M	1.29%	18
2024 Q4	$1.86M	Buy	35,725 +2,031	+6%	+$102K	1.15%	21
2024 Q3	$1.73M	Buy	33,694 +1,933	+6%	+$90.5K	1.18%	19
2024 Q2	$1.4M	Buy	31,761 +829	+3%	+$36.6K	1.19%	19
2024 Q1	$1.3M	Buy	30,932 +1,028	+3%	+$40.3K	1.22%	18
2023 Q4	$1.17M	Buy	+29,904	New	+$1.12M	1.15%	19

Other funds holding IAU

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

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

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Arnhold LLC New York $1.4B AUM 42.37% 1-Year Est. Return

Equitable Trust Nashville, Tennessee $2.38B AUM 22.38% 1-Year Est. Return

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

Mosley Wealth Management increased its iShares Gold Trust (IAU) stake by 0.95% in Q3 2026, buying an estimated $35.8K and bringing the position to 47,157 shares worth $3.7M. The position accounts for 1.08% of the portfolio, ranked #24.

Mosley Wealth Management first reported a position in IAU in Q4 2023 and has held it in 9 quarters since. 1,210 funds tracked by Wall St. Rank hold IAU as of Q3 2026.

Mosley Wealth Management held 47,157 shares of iShares Gold Trust worth $3.7M as of Q3 2026.
Mosley Wealth Management bought 446 iShares Gold Trust shares in Q3 2026, an estimated $35.8K.
iShares Gold Trust made up 1.08% of Mosley Wealth Management's portfolio in Q3 2026, its #24 holding.
Mosley Wealth Management first reported a position in iShares Gold Trust in Q4 2023 and has held it in 9 quarters since.
1,210 funds tracked by Wall St. Rank held iShares Gold Trust as of Q3 2026.

Based on Mosley Wealth Management's 13F filing for Q3 2026, filed 16 Oct 2026.