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Polaris Financial Partners’s iShares Gold Trust IAU Stock Holding History

Polaris Financial Partners’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 		$3K Buy
+33
New +$2.65K ﹤0.01% 330

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
NWMP
Noble Wealth Management PBC Greenwood Village, Colorado $223M AUM 7.64% 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

Polaris Financial Partners's IAU Position: Q3 2026 in Review

Polaris Financial Partners opened a new position in iShares Gold Trust (IAU) in Q3 2026: 33 shares worth $3K. The stake represents ﹤0.01% of the portfolio and ranks #330 among its holdings.

16 funds tracked by Wall St. Rank hold IAU as of Q3 2026.

  • Polaris Financial Partners held 33 shares of iShares Gold Trust worth $3K as of Q3 2026.
  • iShares Gold Trust was a new Polaris Financial Partners position in Q3 2026.
  • iShares Gold Trust made up ﹤0.01% of Polaris Financial Partners's portfolio in Q3 2026, its #330 holding.
  • 16 funds tracked by Wall St. Rank held iShares Gold Trust as of Q3 2026.

Based on Polaris Financial Partners's 13F filing for Q3 2026, filed 2 Oct 2026.