Solidarity Wealth’s iShares Gold Trust IAU Stock Holding History

Solidarity Wealth’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	$553K	Hold	7,087	–	–	0.1%	62
2026 Q2	$535K	Hold	7,087	–	–	0.09%	65
2026 Q1	$625K	Hold	7,087	–	–	0.12%	54
2025 Q4	$575K	Hold	7,087	–	–	0.12%	51
2025 Q3	$516K	Hold	7,087	–	–	0.11%	60
2025 Q2	$442K	Hold	7,087	–	–	0.1%	59
2025 Q1	$418K	Hold	7,087	–	–	0.1%	67
2024 Q4	$351K	Hold	7,087	–	–	0.09%	66
2024 Q3	$352K	Hold	7,087	–	–	0.1%	62
2024 Q2	$311K	Hold	7,087	–	–	0.09%	64
2024 Q1	$298K	Hold	7,087	–	–	0.09%	66
2023 Q4	$277K	Hold	7,087	–	–	0.1%	71
2023 Q3	$248K	Sell	7,087 -1,864	-21%	-$68K	0.09%	80
2023 Q2	$326K	Hold	8,951	–	–	0.13%	69
2023 Q1	$334K	Buy	+8,951	New	+$321K	0.15%	71
2022 Q3	$359K	Sell	11,293 -389	-3%	-$12.7K	0.21%	85
2022 Q2	$391K	Sell	11,682 -1,638	-12%	-$58.3K	0.21%	73
2022 Q1	$493K	Buy	+13,320	New	+$476K	0.28%	69

Other funds holding IAU

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

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

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

Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 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

Solidarity Wealth's IAU Position: Q3 2026 in Review

Solidarity Wealth held its iShares Gold Trust (IAU) position steady in Q3 2026 at 7,087 shares worth $553K. The position accounts for 0.1% of the portfolio, ranked #62.

Solidarity Wealth first reported a position in IAU in Q1 2022 and has held it in 18 quarters since. The position peaked at $625K in Q1 2026. 958 funds tracked by Wall St. Rank hold IAU as of Q3 2026.

Solidarity Wealth held 7,087 shares of iShares Gold Trust worth $553K as of Q3 2026.
Solidarity Wealth left its iShares Gold Trust share count unchanged in Q3 2026.
iShares Gold Trust made up 0.1% of Solidarity Wealth's portfolio in Q3 2026, its #62 holding.
Solidarity Wealth first reported a position in iShares Gold Trust in Q1 2022 and has held it in 18 quarters since.
Solidarity Wealth's iShares Gold Trust position peaked at $625K in Q1 2026.
958 funds tracked by Wall St. Rank held iShares Gold Trust as of Q3 2026.

Based on Solidarity Wealth's 13F filing for Q3 2026, filed 15 Oct 2026.