Professional Advisory Services’s iShares Gold Trust IAU Stock Holding History

Professional Advisory 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	$490K	Sell	6,280 -130	-2%	-$10.4K	0.06%	59
2026 Q2	$484K	Hold	6,410	–	–	0.06%	62
2026 Q1	$565K	Sell	6,410 -763	-11%	-$70K	0.08%	55
2025 Q4	$582K	Sell	7,173 -335	-4%	-$26.2K	0.08%	54
2025 Q3	$546K	Buy	+7,508	New	+$490K	0.07%	57

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

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

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

Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return

Blue Trust Inc Alpharetta, Georgia $9.5B AUM 13.02% 1-Year Est. Return

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

IFP Advisors Tampa, Florida $5.86B AUM 20.09% 1-Year Est. Return

Professional Advisory Services's IAU Position: Q3 2026 in Review

Professional Advisory Services reduced its iShares Gold Trust (IAU) stake by 2% in Q3 2026, selling an estimated $10.4K and leaving 6,280 shares worth $490K. The position accounts for 0.06% of the portfolio, ranked #59.

Professional Advisory Services first reported a position in IAU in Q3 2025 and has held it in 5 quarters since. The position peaked at $582K in Q4 2025. 464 funds tracked by Wall St. Rank hold IAU as of Q3 2026.

Professional Advisory Services held 6,280 shares of iShares Gold Trust worth $490K as of Q3 2026.
Professional Advisory Services sold 130 iShares Gold Trust shares in Q3 2026, an estimated $10.4K.
iShares Gold Trust made up 0.06% of Professional Advisory Services's portfolio in Q3 2026, its #59 holding.
Professional Advisory Services first reported a position in iShares Gold Trust in Q3 2025 and has held it in 5 quarters since.
Professional Advisory Services's iShares Gold Trust position peaked at $582K in Q4 2025.
464 funds tracked by Wall St. Rank held iShares Gold Trust as of Q3 2026.

Based on Professional Advisory Services's 13F filing for Q3 2026, filed 8 Oct 2026.