Sapient Capital’s iShares Gold Trust IAU Stock Holding History

Sapient Capital’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	$12.9M	Buy	164,792 +5,953	+4%	+$477K	0.17%	68
2026 Q2	$12M	Buy	158,839 +11,136	+8%	+$945K	0.16%	74
2026 Q1	$13M	Sell	147,703 -11,983	-8%	-$1.1M	0.2%	73
2025 Q4	$13M	Buy	159,686 +69	+0%	+$5.4K	0.18%	78
2025 Q3	$11.5M	Buy	159,617 +9,330	+6%	+$609K	0.18%	83
2025 Q2	$9.37M	Sell	150,287 -35,584	-19%	-$2.2M	0.17%	85
2025 Q1	$11M	Buy	185,871 +229	+0.1%	+$12.4K	0.22%	77
2024 Q4	$9.19M	Buy	185,642 +2,590	+1%	+$130K	0.18%	82
2024 Q3	$9.1M	Hold	183,052	–	–	0.18%	79
2024 Q2	$8.04M	Buy	183,052 +150	+0.1%	+$6.63K	0.17%	81
2024 Q1	$7.68M	Sell	182,902 -1,957	-1%	-$76.7K	0.17%	86
2023 Q4	$7.22M	Buy	+184,859	New	+$6.92M	0.19%	85

Other funds holding IAU

PSU

Pennsylvania State University University Park, Pennsylvania $252M AUM 13.5% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

GBT

Grove Bank & Trust Miami, Florida $1.01B AUM 19.76% 1-Year Est. Return

SFGP

Stonebridge Financial Group (Pennsylvania) Wormleysburg, Pennsylvania $1.36B AUM 14.31% 1-Year Est. Return

GWSA

Global Wealth Strategies & Associates Denver, Colorado $546M AUM 14.96% 1-Year Est. Return

SCP

Silverleafe Capital Partners Germantown, Tennessee $351M AUM 24.63% 1-Year Est. Return

Kure Advisory Plymouth, Minnesota $216M AUM 12.91% 1-Year Est. Return

Apeiron RIA Dallas, Texas $440M AUM 15.34% 1-Year Est. Return

Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return

VCM

Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return

Sapient Capital's IAU Position: Q3 2026 in Review

Sapient Capital increased its iShares Gold Trust (IAU) stake by 3.7% in Q3 2026, buying an estimated $477K and bringing the position to 164,792 shares worth $12.9M. The position accounts for 0.17% of the portfolio, ranked #68.

Sapient Capital first reported a position in IAU in Q4 2023 and has held it in 12 quarters since. The position peaked at $13M in Q4 2025. 67 funds tracked by Wall St. Rank hold IAU as of Q3 2026.

Sapient Capital held 164,792 shares of iShares Gold Trust worth $12.9M as of Q3 2026.
Sapient Capital bought 5,953 iShares Gold Trust shares in Q3 2026, an estimated $477K.
iShares Gold Trust made up 0.17% of Sapient Capital's portfolio in Q3 2026, its #68 holding.
Sapient Capital first reported a position in iShares Gold Trust in Q4 2023 and has held it in 12 quarters since.
Sapient Capital's iShares Gold Trust position peaked at $13M in Q4 2025.
67 funds tracked by Wall St. Rank held iShares Gold Trust as of Q3 2026.

Based on Sapient Capital's 13F filing for Q3 2026, filed 8 Oct 2026.