S.A. Mason
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S.A. Mason’s iShares Gold Trust IAU Stock Holding History

S.A. Mason’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 		$1.38M Buy
17,718
+346
+2% +$27.7K 0.41% 59
2026
Q2 		$1.31M Hold
17,372
– – 0.4% 62
2026
Q1 		$1.53M Sell
17,372
-40
-0.2% -$3.67K 0.57% 46
2025
Q4 		$1.41M Hold
17,412
– – 0.56% 49
2025
Q3 		$1.27M Buy
17,412
+1
+0% +$65 0.56% 46
2025
Q2 		$1.09M Sell
17,411
-9,975
-36% -$618K 0.53% 52
2025
Q1 		$1.61M Buy
27,386
+352
+1% +$19K 0.85% 27
2024
Q4 		$1.34M Buy
27,034
+105
+0.4% +$5.28K 0.7% 34
2024
Q3 		$1.34M Hold
26,929
– – 0.71% 35
2024
Q2 		$1.18M Sell
26,929
-245
-0.9% -$10.8K 0.67% 38
2024
Q1 		$1.14M Buy
27,174
+192
+0.7% +$7.53K 0.69% 40
2023
Q4 		$1.05M Hold
26,982
– – 0.71% 36
2023
Q3 		$944K Sell
26,982
-872
-3% -$31.8K 0.68% 38
2023
Q2 		$1.04M Hold
27,854
– – 0.76% 35
2023
Q1 		$1.04M Sell
27,854
-500
-2% -$17.9K 0.76% 35
2022
Q4 		$981K Hold
28,354
– – 0.74% 37
2022
Q3 		$894K Buy
28,354
+60
+0.2% +$1.97K 0.71% 37
2022
Q2 		$971K Buy
28,294
+105
+0.4% +$3.74K 0.71% 35
2022
Q1 		$1.04M Sell
28,189
-112
-0.4% -$4K 0.65% 39
2021
Q4 		$985K Buy
28,301
+1,853
+7% +$63.3K 0.59% 44
2021
Q3 		$884K Buy
26,448
+1,805
+7% +$61.5K 0.58% 47
2021
Q2 		$831K Buy
24,643
+4,207
+21% +$145K 0.57% 45
2021
Q1 		$665K Buy
20,436
+6,580
+47% +$225K 0.5% 60
2020
Q4 		$502K Buy
13,856
+3,488
+34% +$125K 0.42% 69
2020
Q3 		$373K Buy
10,368
+5,201
+101% +$190K 0.35% 77
2020
Q2 		$176K Buy
5,167
+1,395
+37% +$45.7K 0.19% 131
2020
Q1 		$114K Hold
3,772
– – 0.14% 149
2019
Q4 		$109K Buy
+3,772
New +$107K 0.1% 174

Other funds holding IAU

Equitable Trust
Equitable Trust Nashville, Tennessee $2.38B AUM 22.38% 1-Year Est. Return
Pennsylvania State University
Pennsylvania State University University Park, Pennsylvania $252M AUM 13.5% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
Beacon Investment Advisory Services
Beacon Investment Advisory Services Morristown, New Jersey $2.66B AUM 29.77% 1-Year Est. Return
J.M. Forbes & Co
J.M. Forbes & Co Boston, Massachusetts $1.33B AUM 21.14% 1-Year Est. Return
Tanglewood Wealth Management
Tanglewood Wealth Management Houston, Texas $1.2B AUM 13.27% 1-Year Est. Return
GenWealth Group
GenWealth Group Maplewood, New Jersey $641M AUM 11.61% 1-Year Est. Return
TD Waterhouse Canada
TD Waterhouse Canada Toronto, Ontario, Canada $38.4B AUM 30.28% 1-Year Est. Return
Cadinha & Co
Cadinha & Co Honolulu, Hawaii $616M AUM 24.55% 1-Year Est. Return
Concurrent Investment Advisors
Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return

S.A. Mason's IAU Position: Q3 2026 in Review

S.A. Mason increased its iShares Gold Trust (IAU) stake by 2% in Q3 2026, buying an estimated $27.7K and bringing the position to 17,718 shares worth $1.38M. The position accounts for 0.41% of the portfolio, ranked #59.

S.A. Mason first reported a position in IAU in Q4 2019 and has held it in 28 quarters since. The position peaked at $1.61M in Q1 2025. 626 funds tracked by Wall St. Rank hold IAU as of Q3 2026.

  • S.A. Mason held 17,718 shares of iShares Gold Trust worth $1.38M as of Q3 2026.
  • S.A. Mason bought 346 iShares Gold Trust shares in Q3 2026, an estimated $27.7K.
  • iShares Gold Trust made up 0.41% of S.A. Mason's portfolio in Q3 2026, its #59 holding.
  • S.A. Mason first reported a position in iShares Gold Trust in Q4 2019 and has held it in 28 quarters since.
  • S.A. Mason's iShares Gold Trust position peaked at $1.61M in Q1 2025.
  • 626 funds tracked by Wall St. Rank held iShares Gold Trust as of Q3 2026.

Based on S.A. Mason's 13F filing for Q3 2026, filed 13 Oct 2026.