Pettinga Financial Advisors’s iShares Gold Trust IAU Stock Holding History

Pettinga Financial Advisors’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	$6.08M	Buy	77,888 +26,976	+53%	+$2.16M	1%	25
2026 Q2	$3.84M	Buy	50,912 +789	+2%	+$67K	0.62%	38
2026 Q1	$4.42M	Sell	50,123 -74,655	-60%	-$6.85M	0.83%	29
2025 Q4	$10.1M	Sell	124,778 -5,717	-4%	-$447K	1.92%	17
2025 Q3	$9.5M	Buy	130,495 +38,103	+41%	+$2.49M	1.85%	17
2025 Q2	$5.76M	Sell	92,392 -3,458	-4%	-$214K	1.26%	24
2025 Q1	$5.65M	Buy	95,850 +37,395	+64%	+$2.02M	1.33%	26
2024 Q4	$2.89M	Buy	58,455 +52,955	+963%	+$2.66M	0.65%	35
2024 Q3	$273K	Sell	5,500 -575	-9%	-$26.9K	0.06%	104
2024 Q2	$267K	Sell	6,075 -4,150	-41%	-$183K	0.07%	109
2024 Q1	$430K	Buy	10,225 +245	+2%	+$9.6K	0.11%	83
2023 Q4	$390K	Sell	9,980 -14,141	-59%	-$529K	0.1%	88
2023 Q3	$844K	Buy	24,121 +13,746	+132%	+$502K	0.26%	49
2023 Q2	$378K	Sell	10,375 -2,630	-20%	-$98.6K	0.11%	73
2023 Q1	$486K	Sell	13,005 -8,815	-40%	-$316K	0.15%	62
2022 Q4	$755K	Sell	21,820 -380	-2%	-$12.5K	0.25%	52
2022 Q3	$700K	Sell	22,200 -921	-4%	-$30.2K	0.24%	55
2022 Q2	$793K	Sell	23,121 -1,950	-8%	-$69.4K	0.24%	53
2022 Q1	$923K	Sell	25,071 -927	-4%	-$33.1K	0.23%	58
2021 Q4	$905K	Sell	25,998 -920	-3%	-$31.4K	0.22%	62
2021 Q3	$899K	Sell	26,918 -3,278	-11%	-$112K	0.23%	56
2021 Q2	$1.02M	Sell	30,196 -1,387	-4%	-$47.9K	0.27%	50
2021 Q1	$1.03M	Sell	31,583 -12,998	-29%	-$444K	0.3%	48
2020 Q4	$1.62M	Buy	44,581 +3,501	+9%	+$125K	0.58%	33
2020 Q3	$1.48M	Sell	41,080 -8,170	-17%	-$298K	0.63%	32
2020 Q2	$1.67M	Buy	49,250 +435	+0.9%	+$14.3K	0.81%	29
2020 Q1	$1.47M	Buy	48,815 +16,475	+51%	+$498K	0.99%	22
2019 Q4	$938K	Buy	32,340 +1,875	+6%	+$53.2K	0.5%	38
2019 Q3	$859K	Sell	30,465 -375	-1%	-$10.6K	0.46%	41
2019 Q2	$833K	Buy	30,840 +6,050	+24%	+$152K	0.43%	39
2019 Q1	$614K	Buy	24,790 +2,775	+13%	+$69.3K	0.33%	46
2018 Q4	$541K	Buy	+22,015	New	+$518K	0.36%	45

Other funds holding IAU

Equitable Trust Nashville, Tennessee $2.38B AUM 22.38% 1-Year Est. Return

PSU

Pennsylvania State University University Park, Pennsylvania $252M AUM 13.5% 1-Year Est. Return

BIAS

Beacon Investment Advisory Services Morristown, New Jersey $2.66B AUM 29.77% 1-Year Est. Return

Blue Trust Inc Alpharetta, Georgia $9.51B AUM 13.02% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

BWP

Baldwin Wealth Partners Marion, Massachusetts $1.52B AUM 21.45% 1-Year Est. Return

MSL

Mackay Shields LLC New York $2.76B AUM 2.8% 1-Year Est. Return

RCA

Resonant Capital Advisors Madison, Wisconsin $2.08B AUM 15.65% 1-Year Est. Return

NAM

NorthCrest Asset Manangement Plymouth, Minnesota $4.24B AUM 32.82% 1-Year Est. Return

Pettinga Financial Advisors's IAU Position: Q3 2026 in Review

Pettinga Financial Advisors increased its iShares Gold Trust (IAU) stake by 53% in Q3 2026, buying an estimated $2.16M and bringing the position to 77,888 shares worth $6.08M. The position accounts for 1% of the portfolio, ranked #25.

Pettinga Financial Advisors first reported a position in IAU in Q4 2018 and has held it in 32 quarters since. The position peaked at $10.1M in Q4 2025. 283 funds tracked by Wall St. Rank hold IAU as of Q3 2026.

Pettinga Financial Advisors held 77,888 shares of iShares Gold Trust worth $6.08M as of Q3 2026.
Pettinga Financial Advisors bought 26,976 iShares Gold Trust shares in Q3 2026, an estimated $2.16M.
iShares Gold Trust made up 1% of Pettinga Financial Advisors's portfolio in Q3 2026, its #25 holding.
Pettinga Financial Advisors first reported a position in iShares Gold Trust in Q4 2018 and has held it in 32 quarters since.
Pettinga Financial Advisors's iShares Gold Trust position peaked at $10.1M in Q4 2025.
283 funds tracked by Wall St. Rank held iShares Gold Trust as of Q3 2026.

Based on Pettinga Financial Advisors's 13F filing for Q3 2026, filed 13 Oct 2026.