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Summit Wealth Group, LLC/OK’s iShares Gold Trust IAU Stock Holding History

Summit Wealth Group, LLC/OK’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 		$3.75M Sell
48,039
-19,392
-29% -$1.55M 6.36% 3
2026
Q2 		$5.09M Sell
67,431
-461
-0.7% -$39.1K 6.61% 3
2026
Q1 		$5.99M Sell
67,892
-8,409
-11% -$771K 8.36% 1
2025
Q4 		$6.19M Buy
+76,301
New +$5.97M 6.38% 3

Other funds holding IAU

LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return
WealthNavi Inc
WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $12.9B AUM 11.73% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.6B AUM 20.91% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $106B AUM 21.33% 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
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
AL
Arnhold LLC New York $1.4B AUM 42.37% 1-Year Est. Return

Summit Wealth Group, LLC/OK's IAU Position: Q3 2026 in Review

Summit Wealth Group, LLC/OK reduced its iShares Gold Trust (IAU) stake by 29% in Q3 2026, selling an estimated $1.55M and leaving 48,039 shares worth $3.75M. The position accounts for 6.36% of the portfolio, ranked #3.

Summit Wealth Group, LLC/OK first reported a position in IAU in Q4 2025 and has held it in 4 quarters since. The position peaked at $6.19M in Q4 2025. 1,310 funds tracked by Wall St. Rank hold IAU as of Q3 2026.

  • Summit Wealth Group, LLC/OK held 48,039 shares of iShares Gold Trust worth $3.75M as of Q3 2026.
  • Summit Wealth Group, LLC/OK sold 19,392 iShares Gold Trust shares in Q3 2026, an estimated $1.55M.
  • iShares Gold Trust made up 6.36% of Summit Wealth Group, LLC/OK's portfolio in Q3 2026, its #3 holding.
  • Summit Wealth Group, LLC/OK first reported a position in iShares Gold Trust in Q4 2025 and has held it in 4 quarters since.
  • Summit Wealth Group, LLC/OK's iShares Gold Trust position peaked at $6.19M in Q4 2025.
  • 1,310 funds tracked by Wall St. Rank held iShares Gold Trust as of Q3 2026.

Based on Summit Wealth Group, LLC/OK's 13F filing for Q3 2026, filed 10 Nov 2026.