Sagace Wealth Management
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Sagace Wealth Management’s iShares Gold Trust IAU Stock Holding History

Sagace Wealth Management’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 		$4.29M Buy
54,945
+18,504
+51% +$1.48M 2.64% 13
2026
Q2 		$2.75M Buy
36,441
+2,480
+7% +$211K 1.73% 24
2026
Q1 		$2.99M Sell
33,961
-1,412
-4% -$130K 2.01% 19
2025
Q4 		$2.87M Sell
35,373
-1,540
-4% -$120K 1.95% 19
2025
Q3 		$2.69M Buy
36,913
+1,889
+5% +$123K 1.83% 21
2025
Q2 		$2.18M Buy
+35,024
New +$2.17M 1.63% 23

Other funds holding IAU

LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return
WealthNavi Inc
WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $12.9B AUM 11.73% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.6B AUM 20.91% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
AL
Arnhold LLC New York $1.4B AUM 42.37% 1-Year Est. Return
Equitable Trust
Equitable Trust Nashville, Tennessee $2.38B AUM 22.38% 1-Year Est. Return

Sagace Wealth Management's IAU Position: Q3 2026 in Review

Sagace Wealth Management increased its iShares Gold Trust (IAU) stake by 51% in Q3 2026, buying an estimated $1.48M and bringing the position to 54,945 shares worth $4.29M. The position accounts for 2.64% of the portfolio, ranked #13.

Sagace Wealth Management first reported a position in IAU in Q2 2025 and has held it in 6 quarters since. 1,229 funds tracked by Wall St. Rank hold IAU as of Q3 2026.

  • Sagace Wealth Management held 54,945 shares of iShares Gold Trust worth $4.29M as of Q3 2026.
  • Sagace Wealth Management bought 18,504 iShares Gold Trust shares in Q3 2026, an estimated $1.48M.
  • iShares Gold Trust made up 2.64% of Sagace Wealth Management's portfolio in Q3 2026, its #13 holding.
  • Sagace Wealth Management first reported a position in iShares Gold Trust in Q2 2025 and has held it in 6 quarters since.
  • 1,229 funds tracked by Wall St. Rank held iShares Gold Trust as of Q3 2026.

Based on Sagace Wealth Management's 13F filing for Q3 2026, filed 28 Oct 2026.