SigFig Wealth Management’s iShares Gold Trust IAU Stock Holding History

SigFig Wealth Management’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	$1.48M	Buy	18,965 +41	+0.2%	+$3.29K	0.04%	88
2026 Q2	$1.43M	Buy	18,924 +2,364	+14%	+$201K	0.04%	92
2026 Q1	$1.46M	Sell	16,560 -27,378	-62%	-$2.51M	0.04%	89
2025 Q4	$3.57M	Sell	43,938 -1,862	-4%	-$146K	0.11%	69
2025 Q3	$3.3M	Buy	45,800 +17,000	+59%	+$1.11M	0.1%	71
2025 Q2	$1.78M	Sell	28,800 -10,270	-26%	-$636K	0.06%	84
2025 Q1	$2.27M	Buy	39,070 +21,016	+116%	+$1.14M	0.08%	75
2024 Q4	$889K	Buy	+18,054	New	+$907K	0.03%	91

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

Sapient Capital Indianapolis, Indiana $7.44B AUM 23.27% 1-Year Est. Return

AWM

Avaii Wealth Management Appleton, Wisconsin $348M AUM 25.11% 1-Year Est. Return

GWSA

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

DRS

Deane Retirement Strategies New Orleans, Louisiana $244M AUM 18.26% 1-Year Est. Return

SCP

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

TCM

Towneley Capital Management Laguna Hills, California $505M AUM 9.93% 1-Year Est. Return

SigFig Wealth Management's IAU Position: Q3 2026 in Review

SigFig Wealth Management increased its iShares Gold Trust (IAU) stake by 0.22% in Q3 2026, buying an estimated $3.29K and bringing the position to 18,965 shares worth $1.48M. The position accounts for 0.04% of the portfolio, ranked #88.

SigFig Wealth Management first reported a position in IAU in Q4 2024 and has held it in 8 quarters since. The position peaked at $3.57M in Q4 2025. 98 funds tracked by Wall St. Rank hold IAU as of Q3 2026.

SigFig Wealth Management held 18,965 shares of iShares Gold Trust worth $1.48M as of Q3 2026.
SigFig Wealth Management bought 41 iShares Gold Trust shares in Q3 2026, an estimated $3.29K.
iShares Gold Trust made up 0.04% of SigFig Wealth Management's portfolio in Q3 2026, its #88 holding.
SigFig Wealth Management first reported a position in iShares Gold Trust in Q4 2024 and has held it in 8 quarters since.
SigFig Wealth Management's iShares Gold Trust position peaked at $3.57M in Q4 2025.
98 funds tracked by Wall St. Rank held iShares Gold Trust as of Q3 2026.

Based on SigFig Wealth Management's 13F filing for Q3 2026, filed 7 Oct 2026.