15 Wealth Advisors LLC’s iShares Gold Trust IAU Stock Holding History

15 Wealth Advisors LLC’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	$2.89M	Buy	+37,052	New	+$2.97M	0.73%	33

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

Wealth Enhancement Advisory Services

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

Farther Finance Advisors

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

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

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

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

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

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

15 Wealth Advisors LLC's IAU Position: Q3 2026 in Review

15 Wealth Advisors LLC opened a new position in iShares Gold Trust (IAU) in Q3 2026: 37,052 shares worth $2.89M. The stake represents 0.73% of the portfolio and ranks #33 among its holdings.

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

15 Wealth Advisors LLC held 37,052 shares of iShares Gold Trust worth $2.89M as of Q3 2026.
iShares Gold Trust was a new 15 Wealth Advisors LLC position in Q3 2026.
iShares Gold Trust made up 0.73% of 15 Wealth Advisors LLC's portfolio in Q3 2026, its #33 holding.
248 funds tracked by Wall St. Rank held iShares Gold Trust as of Q3 2026.

Based on 15 Wealth Advisors LLC's 13F filing for Q3 2026, filed 14 Oct 2026.