SFI Advisors
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SFI Advisors’s iShares Gold Trust IAU Stock Holding History

SFI Advisors’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 		$527K Buy
+6,752
New +$541K 0.43% 42
2026
Q1 		– Sell
-2,518
Closed -$204K – 51
2025
Q4 		$204K Sell
2,518
-5,011
-67% -$392K 0.13% 63
2025
Q3 		$548K Buy
+7,529
New +$491K 0.35% 44

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
AlTi Global
AlTi Global New York $4.86B AUM 17.35% 1-Year Est. Return

SFI Advisors's IAU Position: Q3 2026 in Review

SFI Advisors opened a new position in iShares Gold Trust (IAU) in Q3 2026: 6,752 shares worth $527K. The stake represents 0.43% of the portfolio and ranks #42 among its holdings. This is a return to the name: SFI Advisors previously reported a position in IAU as recently as Q4 2025.

SFI Advisors first reported a position in IAU in Q3 2025 and has held it in 3 quarters since. The position peaked at $548K in Q3 2025. 1,273 funds tracked by Wall St. Rank hold IAU as of Q3 2026.

  • SFI Advisors held 6,752 shares of iShares Gold Trust worth $527K as of Q3 2026.
  • iShares Gold Trust was a new SFI Advisors position in Q3 2026.
  • iShares Gold Trust made up 0.43% of SFI Advisors's portfolio in Q3 2026, its #42 holding.
  • SFI Advisors first reported a position in iShares Gold Trust in Q3 2025 and has held it in 3 quarters since.
  • SFI Advisors's iShares Gold Trust position peaked at $548K in Q3 2025.
  • 1,273 funds tracked by Wall St. Rank held iShares Gold Trust as of Q3 2026.

Based on SFI Advisors's 13F filing for Q3 2026, filed 30 Oct 2026.