NWMP
IAU icon

Noble Wealth Management PBC’s iShares Gold Trust IAU Stock Holding History

Noble Wealth Management PBC’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 		$1.68M Buy
21,503
+66
+0.3% +$5.29K 0.75% 41
2026
Q2 		$1.62M Sell
21,437
-213
-1% -$18.1K 0.72% 44
2026
Q1 		$1.91M Sell
21,650
-538
-2% -$49.4K 0.96% 31
2025
Q4 		$1.8M Sell
22,188
-5,917
-21% -$463K 0.9% 32
2025
Q3 		$2.05M Buy
+28,105
New +$1.83M 1.09% 27
2025
Q1 		$1.06M Sell
17,930
-579
-3% -$31.3K 0.72% 45
2024
Q4 		$916K Buy
+18,509
New +$930K 0.64% 51

Other funds holding IAU

PSU
Pennsylvania State University University Park, Pennsylvania $252M AUM 13.5% 1-Year Est. Return
SFGP
Stonebridge Financial Group (Pennsylvania) Wormleysburg, Pennsylvania $1.36B AUM 14.31% 1-Year Est. Return
GWSA
Global Wealth Strategies & Associates Denver, Colorado $546M AUM 14.96% 1-Year Est. Return
SCP
Silverleafe Capital Partners Germantown, Tennessee $351M AUM 24.63% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return
PCS
Private Client Services Louisville, Kentucky $372M AUM 17.65% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return
DA
Doliver Advisors Houston, Texas $458M AUM 38.24% 1-Year Est. Return
MBT
Montecito Bank & Trust Santa Barbara, California $660M AUM 18.73% 1-Year Est. Return

Noble Wealth Management PBC's IAU Position: Q3 2026 in Review

Noble Wealth Management PBC increased its iShares Gold Trust (IAU) stake by 0.31% in Q3 2026, buying an estimated $5.29K and bringing the position to 21,503 shares worth $1.68M. The position accounts for 0.75% of the portfolio, ranked #41.

Noble Wealth Management PBC first reported a position in IAU in Q4 2024 and has held it in 7 quarters since. The position peaked at $2.05M in Q3 2025. 18 funds tracked by Wall St. Rank hold IAU as of Q3 2026.

  • Noble Wealth Management PBC held 21,503 shares of iShares Gold Trust worth $1.68M as of Q3 2026.
  • Noble Wealth Management PBC bought 66 iShares Gold Trust shares in Q3 2026, an estimated $5.29K.
  • iShares Gold Trust made up 0.75% of Noble Wealth Management PBC's portfolio in Q3 2026, its #41 holding.
  • Noble Wealth Management PBC first reported a position in iShares Gold Trust in Q4 2024 and has held it in 7 quarters since.
  • Noble Wealth Management PBC's iShares Gold Trust position peaked at $2.05M in Q3 2025.
  • 18 funds tracked by Wall St. Rank held iShares Gold Trust as of Q3 2026.

Based on Noble Wealth Management PBC's 13F filing for Q3 2026, filed 1 Oct 2026.