Private Client Services’s iShares Gold Trust IAU Stock Holding History

Private Client Services’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	$904K	Sell	11,573 -802	-6%	-$64.3K	0.24%	83
2026 Q2	$934K	Buy	12,375 +1,695	+16%	+$144K	0.25%	83
2026 Q1	$942K	Buy	10,680 +321	+3%	+$29.4K	0.28%	67
2025 Q4	$841K	Buy	10,359 +280	+3%	+$21.9K	0.26%	73
2025 Q3	$733K	Buy	10,079 +1,987	+25%	+$130K	0.25%	76
2025 Q2	$505K	Sell	8,092 -369	-4%	-$22.9K	0.2%	110
2025 Q1	$499K	Buy	+8,461	New	+$458K	0.25%	85

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

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

FFA

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

NAM

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

GBT

Grove Bank & Trust Miami, Florida $1.01B AUM 19.76% 1-Year Est. Return

SFGP

Stonebridge Financial Group (Pennsylvania) Wormleysburg, Pennsylvania $1.36B AUM 14.31% 1-Year Est. Return

Private Client Services's IAU Position: Q3 2026 in Review

Private Client Services reduced its iShares Gold Trust (IAU) stake by 6.5% in Q3 2026, selling an estimated $64.3K and leaving 11,573 shares worth $904K. The position accounts for 0.24% of the portfolio, ranked #83.

Private Client Services first reported a position in IAU in Q1 2025 and has held it in 7 quarters since. The position peaked at $942K in Q1 2026. 171 funds tracked by Wall St. Rank hold IAU as of Q3 2026.

Private Client Services held 11,573 shares of iShares Gold Trust worth $904K as of Q3 2026.
Private Client Services sold 802 iShares Gold Trust shares in Q3 2026, an estimated $64.3K.
iShares Gold Trust made up 0.24% of Private Client Services's portfolio in Q3 2026, its #83 holding.
Private Client Services first reported a position in iShares Gold Trust in Q1 2025 and has held it in 7 quarters since.
Private Client Services's iShares Gold Trust position peaked at $942K in Q1 2026.
171 funds tracked by Wall St. Rank held iShares Gold Trust as of Q3 2026.

Based on Private Client Services's 13F filing for Q3 2026, filed 2 Oct 2026.