Phoenix Wealth Advisors
IAU icon

Phoenix Wealth Advisors’s iShares Gold Trust IAU Stock Holding History

Phoenix Wealth 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 		$786K Sell
10,070
-145
-1% -$11.6K 0.24% 66
2026
Q2 		$771K Sell
10,215
-122
-1% -$10.4K 0.26% 64
2026
Q1 		$911K Sell
10,337
-343
-3% -$31.5K 0.36% 56
2025
Q4 		$867K Sell
10,680
-112
-1% -$8.76K 0.33% 62
2025
Q3 		$785K Sell
10,792
-194
-2% -$12.7K 0.3% 66
2025
Q2 		$685K Sell
10,986
-7
-0.1% -$434 0.29% 66
2025
Q1 		$648K Sell
10,993
-1,498
-12% -$81K 0.28% 66
2024
Q4 		$618K Sell
12,491
-10
-0.1% -$502 0.27% 69
2024
Q3 		$621K Sell
12,501
-466
-4% -$21.8K 0.29% 65
2024
Q2 		$570K Buy
12,967
+822
+7% +$36.3K 0.29% 66
2024
Q1 		$510K Buy
12,145
+182
+2% +$7.14K 0.31% 64
2023
Q4 		$466K Sell
11,963
-372
-3% -$13.9K 0.32% 55
2023
Q3 		$432K Buy
12,335
+215
+2% +$7.85K 0.25% 54
2023
Q2 		$441K Sell
12,120
-297
-2% -$11.1K 0.26% 53
2023
Q1 		$464K Buy
12,417
+1,033
+9% +$37.1K 0.29% 49
2022
Q4 		$394K Buy
11,384
+590
+5% +$19.4K 0.24% 54
2022
Q3 		$340K Sell
10,794
-42
-0.4% -$1.38K 0.34% 67
2022
Q2 		$372K Buy
10,836
+653
+6% +$23.2K 0.37% 63
2022
Q1 		$372K Buy
10,183
+2,196
+27% +$78.5K 0.38% 61
2021
Q4 		$278K Sell
7,987
-1,960
-20% -$67K 0.21% 95
2021
Q3 		$332K Buy
9,947
+128
+1% +$4.36K 0.25% 84
2021
Q2 		$336K Buy
9,819
+700
+8% +$24.2K 0.24% 87
2021
Q1 		$300K Buy
9,119
+282
+3% +$9.6K 0.23% 82
2020
Q4 		$320K Buy
+8,837
New +$316K 0.24% 74

Other funds holding IAU

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
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
AL
Arnhold LLC New York $1.4B AUM 42.37% 1-Year Est. Return
Equitable Trust
Equitable Trust Nashville, Tennessee $2.38B AUM 22.38% 1-Year Est. Return
Pennsylvania State University
Pennsylvania State University University Park, Pennsylvania $252M AUM 13.5% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $106B AUM 32.76% 1-Year Est. Return

Phoenix Wealth Advisors's IAU Position: Q3 2026 in Review

Phoenix Wealth Advisors reduced its iShares Gold Trust (IAU) stake by 1.4% in Q3 2026, selling an estimated $11.6K and leaving 10,070 shares worth $786K. The position accounts for 0.24% of the portfolio, ranked #66.

Phoenix Wealth Advisors first reported a position in IAU in Q4 2020 and has held it in 24 quarters since. The position peaked at $911K in Q1 2026. 1,112 funds tracked by Wall St. Rank hold IAU as of Q3 2026.

  • Phoenix Wealth Advisors held 10,070 shares of iShares Gold Trust worth $786K as of Q3 2026.
  • Phoenix Wealth Advisors sold 145 iShares Gold Trust shares in Q3 2026, an estimated $11.6K.
  • iShares Gold Trust made up 0.24% of Phoenix Wealth Advisors's portfolio in Q3 2026, its #66 holding.
  • Phoenix Wealth Advisors first reported a position in iShares Gold Trust in Q4 2020 and has held it in 24 quarters since.
  • Phoenix Wealth Advisors's iShares Gold Trust position peaked at $911K in Q1 2026.
  • 1,112 funds tracked by Wall St. Rank held iShares Gold Trust as of Q3 2026.

Based on Phoenix Wealth Advisors's 13F filing for Q3 2026, filed 3 Nov 2026.