Smith Thornton Advisors
IAU icon

Smith Thornton Advisors’s iShares Gold Trust IAU Stock Holding History

Smith Thornton 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 		$5.01M Buy
64,140
+1,638
+3% +$131K 2.19% 15
2026
Q2 		$4.7M Buy
62,502
+2,136
+4% +$181K 2.07% 15
2026
Q1 		$5.32M Sell
60,366
-348
-0.6% -$31.9K 2.68% 8
2025
Q4 		$4.93M Buy
60,714
+614
+1% +$48K 2.51% 11
2025
Q3 		$4.37M Buy
60,100
+1,945
+3% +$127K 2.29% 13
2025
Q2 		$3.63M Buy
58,155
+652
+1% +$40.4K 2.08% 13
2025
Q1 		$3.39M Buy
57,503
+8,334
+17% +$451K 2.11% 12
2024
Q4 		$2.43M Sell
49,169
-323
-0.7% -$16.2K 1.54% 22
2024
Q3 		$2.46M Buy
49,492
+469
+1% +$22K 1.62% 20
2024
Q2 		$2.15M Buy
+49,023
New +$2.17M 1.59% 21

Other funds holding IAU

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
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

Smith Thornton Advisors's IAU Position: Q3 2026 in Review

Smith Thornton Advisors increased its iShares Gold Trust (IAU) stake by 2.6% in Q3 2026, buying an estimated $131K and bringing the position to 64,140 shares worth $5.01M. The position accounts for 2.19% of the portfolio, ranked #15.

Smith Thornton Advisors first reported a position in IAU in Q2 2024 and has held it in 10 quarters since. The position peaked at $5.32M in Q1 2026. 1,170 funds tracked by Wall St. Rank hold IAU as of Q3 2026.

  • Smith Thornton Advisors held 64,140 shares of iShares Gold Trust worth $5.01M as of Q3 2026.
  • Smith Thornton Advisors bought 1,638 iShares Gold Trust shares in Q3 2026, an estimated $131K.
  • iShares Gold Trust made up 2.19% of Smith Thornton Advisors's portfolio in Q3 2026, its #15 holding.
  • Smith Thornton Advisors first reported a position in iShares Gold Trust in Q2 2024 and has held it in 10 quarters since.
  • Smith Thornton Advisors's iShares Gold Trust position peaked at $5.32M in Q1 2026.
  • 1,170 funds tracked by Wall St. Rank held iShares Gold Trust as of Q3 2026.

Based on Smith Thornton Advisors's 13F filing for Q3 2026, filed 16 Oct 2026.