Spire Wealth Management
IAU icon

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

Spire 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 		$11.1M Buy
142,437
+7,494
+6% +$601K 0.34% 70
2026
Q2 		$10.2M Sell
134,943
-5,606
-4% -$476K 0.31% 75
2026
Q1 		$12.4M Sell
140,549
-5,546
-4% -$509K 0.42% 51
2025
Q4 		$11.9M Buy
146,095
+35,028
+32% +$2.74M 0.4% 54
2025
Q3 		$8.08M Buy
111,067
+13,151
+13% +$858K 0.28% 79
2025
Q2 		$5.96M Sell
97,916
-43,663
-31% -$2.71M 0.21% 93
2025
Q1 		$8.35M Buy
141,579
+119,658
+546% +$6.47M 0.27% 78
2024
Q4 		$1.09M Buy
21,921
+6,591
+43% +$331K 0.03% 374
2024
Q3 		$762K Buy
15,330
+1,592
+12% +$74.5K 0.03% 434
2024
Q2 		$604K Sell
13,738
-7,551
-35% -$334K 0.02% 451
2024
Q1 		$894K Buy
21,289
+257
+1% +$10.1K 0.02% 396
2023
Q4 		$807K Sell
21,032
-645
-3% -$24.1K 0.03% 409
2023
Q3 		$758K Sell
21,677
-1,008
-4% -$36.8K 0.03% 393
2023
Q2 		$826K Buy
22,685
+1,395
+7% +$52.3K 0.03% 385
2023
Q1 		$796K Buy
21,290
+4,304
+25% +$154K 0.03% 386
2022
Q4 		$588K Sell
16,986
-6
-0% -$197 0.03% 334
2022
Q3 		$536K Sell
16,992
-4,195
-20% -$137K 0.03% 317
2022
Q2 		$727K Buy
+21,187
New +$754K 0.03% 396
2021
Q2 		– Sell
-27,527
Closed -$897K – 2752
2021
Q1 		$897K Buy
+27,527
New +$941K 0.02% 477

Other funds holding IAU

Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
BlackRock
BlackRock New York $6.79T AUM 37.06% 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
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $192B AUM 13.66% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return

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

Spire Wealth Management increased its iShares Gold Trust (IAU) stake by 5.6% in Q3 2026, buying an estimated $601K and bringing the position to 142,437 shares worth $11.1M. The position accounts for 0.34% of the portfolio, ranked #70.

Spire Wealth Management first reported a position in IAU in Q1 2021 and has held it in 19 quarters since. The position peaked at $12.4M in Q1 2026. 1,749 funds tracked by Wall St. Rank hold IAU as of Q3 2026.

  • Spire Wealth Management held 142,437 shares of iShares Gold Trust worth $11.1M as of Q3 2026.
  • Spire Wealth Management bought 7,494 iShares Gold Trust shares in Q3 2026, an estimated $601K.
  • iShares Gold Trust made up 0.34% of Spire Wealth Management's portfolio in Q3 2026, its #70 holding.
  • Spire Wealth Management first reported a position in iShares Gold Trust in Q1 2021 and has held it in 19 quarters since.
  • Spire Wealth Management's iShares Gold Trust position peaked at $12.4M in Q1 2026.
  • 1,749 funds tracked by Wall St. Rank held iShares Gold Trust as of Q3 2026.

Based on Spire Wealth Management's 13F filing for Q3 2026, filed 30 Oct 2026.