Olistico Wealth’s iShares Gold Trust IAU Stock Holding History

Olistico Wealth’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	–	Sell	-57	Closed	-$4.3K	–	356
2026 Q2	$4.3K	Hold	57	–	–	﹤0.01%	293
2026 Q1	$5.02K	Hold	57	–	–	﹤0.01%	289
2025 Q4	$4.63K	Buy	+57	New	+$4.46K	﹤0.01%	288
2025 Q3	–	Sell	-57	Closed	-$3.56K	–	198
2025 Q2	$3.56K	Buy	+57	New	+$3.53K	﹤0.01%	311

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

Olistico Wealth's IAU Position: Q3 2026 in Review

Olistico Wealth sold out of iShares Gold Trust (IAU) in Q3 2026, closing a stake of 57 shares — an estimated $4.3K sold.

Olistico Wealth first reported a position in IAU in Q2 2025 and held it in 4 quarters. The position peaked at $5.02K in Q1 2026. 641 funds tracked by Wall St. Rank hold IAU as of Q3 2026.

Olistico Wealth reported no remaining iShares Gold Trust position as of Q3 2026 after selling out during the quarter.
Olistico Wealth sold 57 iShares Gold Trust shares in Q3 2026, an estimated $4.3K.
Olistico Wealth first reported a position in iShares Gold Trust in Q2 2025 and held it in 4 quarters.
Olistico Wealth's iShares Gold Trust position peaked at $5.02K in Q1 2026.
641 funds tracked by Wall St. Rank held iShares Gold Trust as of Q3 2026.

Based on Olistico Wealth's 13F filing for Q3 2026, filed 5 Oct 2026.