Net Worth Advisory Group’s iShares Gold Trust IAU Stock Holding History

Net Worth Advisory Group’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	$220K	Buy	+2,805	New	+$225K	0.06%	386
2026 Q2	–	Sell	-7,460	Closed	-$658K	–	433
2026 Q1	$658K	Sell	7,460 -2,037	-21%	-$187K	0.14%	161
2025 Q4	$771K	Buy	9,497 +6,679	+237%	+$522K	0.16%	139
2025 Q3	$205K	Sell	2,818 -7,962	-74%	-$519K	0.06%	382
2025 Q2	$672K	Buy	+10,780	New	+$668K	0.15%	144

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

Net Worth Advisory Group's IAU Position: Q3 2026 in Review

Net Worth Advisory Group opened a new position in iShares Gold Trust (IAU) in Q3 2026: 2,805 shares worth $220K. The stake represents 0.06% of the portfolio and ranks #386 among its holdings. This is a return to the name: Net Worth Advisory Group previously reported a position in IAU as recently as Q1 2026.

Net Worth Advisory Group first reported a position in IAU in Q2 2025 and has held it in 5 quarters since. The position peaked at $771K in Q4 2025. 641 funds tracked by Wall St. Rank hold IAU as of Q3 2026.

Net Worth Advisory Group held 2,805 shares of iShares Gold Trust worth $220K as of Q3 2026.
iShares Gold Trust was a new Net Worth Advisory Group position in Q3 2026.
iShares Gold Trust made up 0.06% of Net Worth Advisory Group's portfolio in Q3 2026, its #386 holding.
Net Worth Advisory Group first reported a position in iShares Gold Trust in Q2 2025 and has held it in 5 quarters since.
Net Worth Advisory Group's iShares Gold Trust position peaked at $771K in Q4 2025.
641 funds tracked by Wall St. Rank held iShares Gold Trust as of Q3 2026.

Based on Net Worth Advisory Group's 13F filing for Q3 2026, filed 20 Oct 2026.