Quest 10 Wealth Builders’s iShares Gold Trust IAU Stock Holding History

Quest 10 Wealth Builders’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	$122K	Buy	1,565 +25	+2%	+$2K	0.09%	133
2026 Q2	$116K	Hold	1,540	–	–	0.09%	135
2026 Q1	$136K	Sell	1,540 -29	-2%	-$2.66K	0.12%	120
2025 Q4	$127K	Hold	1,569	–	–	0.11%	121
2025 Q3	$114K	Buy	1,569 +59	+4%	+$3.85K	0.11%	120
2025 Q2	$94.2K	Hold	1,510	–	–	0.09%	129
2025 Q1	$89K	Hold	1,510	–	–	0.1%	124
2024 Q4	$74.8K	Buy	+1,510	New	+$75.9K	0.07%	147

Other funds holding IAU

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Citigroup New York $308B AUM 40.94% 1-Year Est. Return

WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $12.9B AUM 11.73% 1-Year Est. Return

KeyBank National Association Cleveland, Ohio $30.6B AUM 20.91% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Arnhold LLC New York $1.4B AUM 42.37% 1-Year Est. Return

Equitable Trust Nashville, Tennessee $2.38B AUM 22.38% 1-Year Est. Return

Quest 10 Wealth Builders's IAU Position: Q3 2026 in Review

Quest 10 Wealth Builders increased its iShares Gold Trust (IAU) stake by 1.6% in Q3 2026, buying an estimated $2K and bringing the position to 1,565 shares worth $122K. The position accounts for 0.09% of the portfolio, ranked #133.

Quest 10 Wealth Builders first reported a position in IAU in Q4 2024 and has held it in 8 quarters since. The position peaked at $136K in Q1 2026. 1,229 funds tracked by Wall St. Rank hold IAU as of Q3 2026.

Quest 10 Wealth Builders held 1,565 shares of iShares Gold Trust worth $122K as of Q3 2026.
Quest 10 Wealth Builders bought 25 iShares Gold Trust shares in Q3 2026, an estimated $2K.
iShares Gold Trust made up 0.09% of Quest 10 Wealth Builders's portfolio in Q3 2026, its #133 holding.
Quest 10 Wealth Builders first reported a position in iShares Gold Trust in Q4 2024 and has held it in 8 quarters since.
Quest 10 Wealth Builders's iShares Gold Trust position peaked at $136K in Q1 2026.
1,229 funds tracked by Wall St. Rank held iShares Gold Trust as of Q3 2026.

Based on Quest 10 Wealth Builders's 13F filing for Q3 2026, filed 2 Nov 2026.