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Saxon Interests’s iShares Gold Trust IAU Stock Holding History

Saxon Interests’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 		– Sell
-4,056
Closed -$306K – 219
2026
Q2 		$306K Hold
4,056
– – 0.08% 193
2026
Q1 		$358K Hold
4,056
– – 0.12% 171
2025
Q4 		$329K Hold
4,056
– – 0.12% 162
2025
Q3 		$264K Hold
4,056
– – 0.1% 175
2025
Q2 		$239K Hold
4,056
– – 0.11% 159
2025
Q1 		$239K Hold
4,056
– – 0.11% 159
2024
Q4 		$201K Sell
4,056
-704
-15% -$35.4K 0.09% 176
2024
Q3 		$237K Sell
4,760
-76
-2% -$3.56K 0.11% 152
2024
Q2 		$212K Hold
4,836
– – 0.1% 157
2024
Q1 		$203K Buy
+4,836
New +$190K 0.1% 172

Other funds holding IAU

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
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
HighTower Advisors
HighTower Advisors Chicago, Illinois $106B AUM 21.33% 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

Saxon Interests's IAU Position: Q3 2026 in Review

Saxon Interests sold out of iShares Gold Trust (IAU) in Q3 2026, closing a stake of 4,056 shares — an estimated $306K sold.

Saxon Interests first reported a position in IAU in Q1 2024 and held it in 10 quarters. The position peaked at $358K in Q1 2026. 1,390 funds tracked by Wall St. Rank hold IAU as of Q3 2026.

  • Saxon Interests reported no remaining iShares Gold Trust position as of Q3 2026 after selling out during the quarter.
  • Saxon Interests sold 4,056 iShares Gold Trust shares in Q3 2026, an estimated $306K.
  • Saxon Interests first reported a position in iShares Gold Trust in Q1 2024 and held it in 10 quarters.
  • Saxon Interests's iShares Gold Trust position peaked at $358K in Q1 2026.
  • 1,390 funds tracked by Wall St. Rank held iShares Gold Trust as of Q3 2026.

Based on Saxon Interests's 13F filing for Q3 2026, filed 26 Oct 2026.