Nilsine Partners’s iShares Gold Trust IAU Stock Holding History

Nilsine Partners’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	$706K	Buy	9,046 +73	+0.8%	+$5.85K	0.05%	276
2026 Q2	$678K	Hold	8,973	–	–	0.05%	270
2026 Q1	$790K	Hold	8,973	–	–	0.06%	239
2025 Q4	$728K	Buy	8,973 +2,891	+48%	+$226K	0.06%	238
2025 Q3	$443K	Hold	6,082	–	–	0.04%	288
2025 Q2	$379K	Buy	6,082 +8	+0.1%	+$496	0.04%	288
2025 Q1	$358K	Buy	6,074 +44	+0.7%	+$2.38K	0.04%	279
2024 Q4	$299K	Buy	+6,030	New	+$303K	0.03%	317

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

Nilsine Partners's IAU Position: Q3 2026 in Review

Nilsine Partners increased its iShares Gold Trust (IAU) stake by 0.81% in Q3 2026, buying an estimated $5.85K and bringing the position to 9,046 shares worth $706K. The position accounts for 0.05% of the portfolio, ranked #276.

Nilsine Partners first reported a position in IAU in Q4 2024 and has held it in 8 quarters since. The position peaked at $790K in Q1 2026. 1,390 funds tracked by Wall St. Rank hold IAU as of Q3 2026.

Nilsine Partners held 9,046 shares of iShares Gold Trust worth $706K as of Q3 2026.
Nilsine Partners bought 73 iShares Gold Trust shares in Q3 2026, an estimated $5.85K.
iShares Gold Trust made up 0.05% of Nilsine Partners's portfolio in Q3 2026, its #276 holding.
Nilsine Partners first reported a position in iShares Gold Trust in Q4 2024 and has held it in 8 quarters since.
Nilsine Partners's iShares Gold Trust position peaked at $790K in Q1 2026.
1,390 funds tracked by Wall St. Rank held iShares Gold Trust as of Q3 2026.

Based on Nilsine Partners's 13F filing for Q3 2026, filed 2 Nov 2026.