PUREfi Wealth’s iShares Gold Trust IAU Stock Holding History

PUREfi Wealth’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	$266K	Buy	3,409 +206	+6%	+$16.5K	0.12%	193
2026 Q2	$242K	Buy	3,203 +244	+8%	+$20.7K	0.13%	184
2026 Q1	$261K	Sell	2,959 -5,902	-67%	-$541K	0.17%	157
2025 Q4	$719K	Buy	8,861 +141	+2%	+$11K	0.55%	48
2025 Q3	$635K	Buy	8,720 +1,674	+24%	+$109K	0.49%	58
2025 Q2	$439K	Buy	7,046 +3,215	+84%	+$199K	0.35%	76
2025 Q1	$226K	Buy	+3,831	New	+$207K	0.23%	119

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

AssetMark Inc Concord, California $59.5B AUM 15.92% 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

Tanglewood Wealth Management Houston, Texas $1.2B AUM 13.27% 1-Year Est. Return

Anderson Hoagland & Co St Louis, Missouri $1.31B AUM 21.27% 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

Cadinha & Co Honolulu, Hawaii $616M AUM 24.55% 1-Year Est. Return

PUREfi Wealth's IAU Position: Q3 2026 in Review

PUREfi Wealth increased its iShares Gold Trust (IAU) stake by 6.4% in Q3 2026, buying an estimated $16.5K and bringing the position to 3,409 shares worth $266K. The position accounts for 0.12% of the portfolio, ranked #193.

PUREfi Wealth first reported a position in IAU in Q1 2025 and has held it in 7 quarters since. The position peaked at $719K in Q4 2025. 641 funds tracked by Wall St. Rank hold IAU as of Q3 2026.

PUREfi Wealth held 3,409 shares of iShares Gold Trust worth $266K as of Q3 2026.
PUREfi Wealth bought 206 iShares Gold Trust shares in Q3 2026, an estimated $16.5K.
iShares Gold Trust made up 0.12% of PUREfi Wealth's portfolio in Q3 2026, its #193 holding.
PUREfi Wealth first reported a position in iShares Gold Trust in Q1 2025 and has held it in 7 quarters since.
PUREfi Wealth's iShares Gold Trust position peaked at $719K in Q4 2025.
641 funds tracked by Wall St. Rank held iShares Gold Trust as of Q3 2026.

Based on PUREfi Wealth's 13F filing for Q3 2026, filed 19 Oct 2026.