Retirement Wealth Solutions’s iShares Gold Trust IAU Stock Holding History

Retirement Wealth Solutions’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	$499K	Buy	6,386 +223	+4%	+$17.9K	0.26%	46
2026 Q2	$465K	Buy	6,163 +145	+2%	+$12.3K	0.26%	47
2026 Q1	$531K	Sell	6,018 -6,727	-53%	-$617K	0.33%	46
2025 Q4	$1.03M	Sell	12,745 -1,049	-8%	-$82K	0.65%	31
2025 Q3	$1M	Buy	13,794 +5,881	+74%	+$384K	0.66%	30
2025 Q2	$493K	Sell	7,913 -2,002	-20%	-$124K	0.36%	36
2025 Q1	$585K	Buy	9,915 +6,439	+185%	+$348K	0.47%	34
2024 Q4	$177K	Buy	+3,476	New	+$175K	0.15%	46

Other funds holding IAU

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

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

JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return

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

HighTower Advisors Chicago, Illinois $106B AUM 21.33% 1-Year Est. Return

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

Retirement Wealth Solutions's IAU Position: Q3 2026 in Review

Retirement Wealth Solutions increased its iShares Gold Trust (IAU) stake by 3.6% in Q3 2026, buying an estimated $17.9K and bringing the position to 6,386 shares worth $499K. The position accounts for 0.26% of the portfolio, ranked #46.

Retirement Wealth Solutions first reported a position in IAU in Q4 2024 and has held it in 8 quarters since. The position peaked at $1.03M in Q4 2025. 1,562 funds tracked by Wall St. Rank hold IAU as of Q3 2026.

Retirement Wealth Solutions held 6,386 shares of iShares Gold Trust worth $499K as of Q3 2026.
Retirement Wealth Solutions bought 223 iShares Gold Trust shares in Q3 2026, an estimated $17.9K.
iShares Gold Trust made up 0.26% of Retirement Wealth Solutions's portfolio in Q3 2026, its #46 holding.
Retirement Wealth Solutions first reported a position in iShares Gold Trust in Q4 2024 and has held it in 8 quarters since.
Retirement Wealth Solutions's iShares Gold Trust position peaked at $1.03M in Q4 2025.
1,562 funds tracked by Wall St. Rank held iShares Gold Trust as of Q3 2026.

Based on Retirement Wealth Solutions's 13F filing for Q3 2026, filed 7 Oct 2026.