MYeCFO
IAU icon

MYeCFO’s iShares Gold Trust IAU Stock Holding History

MYeCFO’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 		$1.57M Buy
20,043
+978
+5% +$78.4K 0.59% 26
2026
Q2 		$1.44M Hold
19,065
– – 0.54% 26
2026
Q1 		$1.68M Sell
19,065
-200
-1% -$18.3K 0.7% 26
2025
Q4 		$1.56M Sell
19,265
-5,257
-21% -$411K 0.66% 26
2025
Q3 		$1.78M Sell
24,522
-734
-3% -$47.9K 0.81% 24
2025
Q2 		$1.57M Sell
25,256
-294
-1% -$18.2K 0.77% 25
2025
Q1 		$1.51M Sell
25,550
-400
-2% -$21.6K 0.8% 26
2024
Q4 		$1.28M Hold
25,950
– – 0.69% 26
2024
Q3 		$1.29M Buy
25,950
+100
+0.4% +$4.68K 0.7% 25
2024
Q2 		$1.14M Sell
25,850
-935
-3% -$41.3K 0.65% 25
2024
Q1 		$1.13M Buy
26,785
+130
+0.5% +$5.1K 0.66% 25
2023
Q4 		$1.04M Sell
26,655
-300
-1% -$11.2K 0.66% 27
2023
Q3 		$943K Sell
26,955
-1,040
-4% -$38K 0.65% 27
2023
Q2 		$1.02M Buy
27,995
+809
+3% +$30.3K 0.74% 26
2023
Q1 		$1.02M Sell
27,186
-8,550
-24% -$307K 0.76% 23
2022
Q4 		$1.26M Buy
+35,736
New +$1.17M 1.04% 17

Other funds holding IAU

WealthNavi Inc
WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $12.9B AUM 11.73% 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
AL
Arnhold LLC New York $1.4B AUM 42.37% 1-Year Est. Return
Equitable Trust
Equitable Trust Nashville, Tennessee $2.38B AUM 22.38% 1-Year Est. Return
Pennsylvania State University
Pennsylvania State University University Park, Pennsylvania $252M AUM 13.5% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
Beacon Investment Advisory Services
Beacon Investment Advisory Services Morristown, New Jersey $2.66B AUM 29.77% 1-Year Est. Return
J.M. Forbes & Co
J.M. Forbes & Co Boston, Massachusetts $1.33B AUM 21.14% 1-Year Est. Return

MYeCFO's IAU Position: Q3 2026 in Review

MYeCFO increased its iShares Gold Trust (IAU) stake by 5.1% in Q3 2026, buying an estimated $78.4K and bringing the position to 20,043 shares worth $1.57M. The position accounts for 0.59% of the portfolio, ranked #26.

MYeCFO first reported a position in IAU in Q4 2022 and has held it in 16 quarters since. The position peaked at $1.78M in Q3 2025. 958 funds tracked by Wall St. Rank hold IAU as of Q3 2026.

  • MYeCFO held 20,043 shares of iShares Gold Trust worth $1.57M as of Q3 2026.
  • MYeCFO bought 978 iShares Gold Trust shares in Q3 2026, an estimated $78.4K.
  • iShares Gold Trust made up 0.59% of MYeCFO's portfolio in Q3 2026, its #26 holding.
  • MYeCFO first reported a position in iShares Gold Trust in Q4 2022 and has held it in 16 quarters since.
  • MYeCFO's iShares Gold Trust position peaked at $1.78M in Q3 2025.
  • 958 funds tracked by Wall St. Rank held iShares Gold Trust as of Q3 2026.

Based on MYeCFO's 13F filing for Q3 2026, filed 14 Oct 2026.