Sensible Money
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Sensible Money’s iShares Gold Trust IAU Stock Holding History

Sensible Money’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 		$211K Buy
2,708
+41
+2% +$3.29K 0.05% 99
2026
Q2 		$201K Hold
2,667
– – 0.05% 101
2026
Q1 		$235K Hold
2,667
– – 0.07% 78
2025
Q4 		$216K Buy
+2,667
New +$209K 0.07% 81

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
Anderson Hoagland & Co
Anderson Hoagland & Co St Louis, Missouri $1.31B AUM 21.27% 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

Sensible Money's IAU Position: Q3 2026 in Review

Sensible Money increased its iShares Gold Trust (IAU) stake by 1.5% in Q3 2026, buying an estimated $3.29K and bringing the position to 2,708 shares worth $211K. The position accounts for 0.05% of the portfolio, ranked #99.

Sensible Money first reported a position in IAU in Q4 2025 and has held it in 4 quarters since. The position peaked at $235K in Q1 2026. 641 funds tracked by Wall St. Rank hold IAU as of Q3 2026.

  • Sensible Money held 2,708 shares of iShares Gold Trust worth $211K as of Q3 2026.
  • Sensible Money bought 41 iShares Gold Trust shares in Q3 2026, an estimated $3.29K.
  • iShares Gold Trust made up 0.05% of Sensible Money's portfolio in Q3 2026, its #99 holding.
  • Sensible Money first reported a position in iShares Gold Trust in Q4 2025 and has held it in 4 quarters since.
  • Sensible Money's iShares Gold Trust position peaked at $235K in Q1 2026.
  • 641 funds tracked by Wall St. Rank held iShares Gold Trust as of Q3 2026.

Based on Sensible Money's 13F filing for Q3 2026, filed 20 Oct 2026.