Shade Tree Advisors’s iShares Gold Trust IAU Stock Holding History

Shade Tree 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	$2.07M	Buy	+26,500	New	+$2.12M	1.11%	13

Other funds holding IAU

WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $12.9B AUM 11.73% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return

Arnhold LLC New York $1.4B AUM 42.37% 1-Year Est. Return

Equitable Trust Nashville, Tennessee $2.38B AUM 22.38% 1-Year Est. Return

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

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

Beacon Investment Advisory Services Morristown, New Jersey $2.66B AUM 29.77% 1-Year Est. Return

J.M. Forbes & Co Boston, Massachusetts $1.33B AUM 21.14% 1-Year Est. Return

Tanglewood Wealth Management Houston, Texas $1.2B AUM 13.27% 1-Year Est. Return

Anderson Hoagland & Co St Louis, Missouri $1.31B AUM 21.27% 1-Year Est. Return

Shade Tree Advisors's IAU Position: Q3 2026 in Review

Shade Tree Advisors opened a new position in iShares Gold Trust (IAU) in Q3 2026: 26,500 shares worth $2.07M. The stake represents 1.11% of the portfolio and ranks #13 among its holdings.

860 funds tracked by Wall St. Rank hold IAU as of Q3 2026.

Shade Tree Advisors held 26,500 shares of iShares Gold Trust worth $2.07M as of Q3 2026.
iShares Gold Trust was a new Shade Tree Advisors position in Q3 2026.
iShares Gold Trust made up 1.11% of Shade Tree Advisors's portfolio in Q3 2026, its #13 holding.
860 funds tracked by Wall St. Rank held iShares Gold Trust as of Q3 2026.

Based on Shade Tree Advisors's 13F filing for Q3 2026, filed 22 Oct 2026.