TrueNorth Wealth & Impact, LLC’s iShares Gold Trust IAU Stock Holding History

TrueNorth Wealth & Impact, 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	$5.5M	Buy	+70,379	New	+$5.64M	2.09%	13

Other funds holding IAU

Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

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

BlackRock New York $6.79T AUM 37.06% 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

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $192B AUM 13.66% 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

TrueNorth Wealth & Impact, LLC's IAU Position: Q3 2026 in Review

TrueNorth Wealth & Impact, LLC opened a new position in iShares Gold Trust (IAU) in Q3 2026: 70,379 shares worth $5.5M. The stake represents 2.09% of the portfolio and ranks #13 among its holdings.

1,749 funds tracked by Wall St. Rank hold IAU as of Q3 2026.

TrueNorth Wealth & Impact, LLC held 70,379 shares of iShares Gold Trust worth $5.5M as of Q3 2026.
iShares Gold Trust was a new TrueNorth Wealth & Impact, LLC position in Q3 2026.
iShares Gold Trust made up 2.09% of TrueNorth Wealth & Impact, LLC's portfolio in Q3 2026, its #13 holding.
1,749 funds tracked by Wall St. Rank held iShares Gold Trust as of Q3 2026.

Based on TrueNorth Wealth & Impact, LLC's 13F filing for Q3 2026, filed 13 Nov 2026.