Stone Summit Wealth’s iShares Gold Trust IAU Stock Holding History

Stone Summit 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	$387K	Hold	4,960	–	–	0.1%	109
2026 Q2	$375K	Hold	4,960	–	–	0.1%	116
2026 Q1	$437K	Sell	4,960 -21	-0.4%	-$1.93K	0.12%	99
2025 Q4	$404K	Sell	4,981 -242	-5%	-$18.9K	0.11%	107
2025 Q3	$380K	Hold	5,223	–	–	0.11%	111
2025 Q2	$326K	Hold	5,223	–	–	0.1%	120
2025 Q1	$308K	Buy	5,223 +1,081	+26%	+$58.5K	0.1%	119
2024 Q4	$205K	Hold	4,142	–	–	0.07%	138
2024 Q3	$206K	Buy	+4,142	New	+$194K	0.07%	141

Other funds holding IAU

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

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

GenWealth Group Maplewood, New Jersey $641M AUM 11.61% 1-Year Est. Return

TD Waterhouse Canada Toronto, Ontario, Canada $38.4B AUM 30.28% 1-Year Est. Return

Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return

Blue Trust Inc Alpharetta, Georgia $9.5B AUM 13.02% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

IFP Advisors Tampa, Florida $5.86B AUM 20.09% 1-Year Est. Return

Stone Summit Wealth's IAU Position: Q3 2026 in Review

Stone Summit Wealth held its iShares Gold Trust (IAU) position steady in Q3 2026 at 4,960 shares worth $387K. The position accounts for 0.1% of the portfolio, ranked #109.

Stone Summit Wealth first reported a position in IAU in Q3 2024 and has held it in 9 quarters since. The position peaked at $437K in Q1 2026. 464 funds tracked by Wall St. Rank hold IAU as of Q3 2026.

Stone Summit Wealth held 4,960 shares of iShares Gold Trust worth $387K as of Q3 2026.
Stone Summit Wealth left its iShares Gold Trust share count unchanged in Q3 2026.
iShares Gold Trust made up 0.1% of Stone Summit Wealth's portfolio in Q3 2026, its #109 holding.
Stone Summit Wealth first reported a position in iShares Gold Trust in Q3 2024 and has held it in 9 quarters since.
Stone Summit Wealth's iShares Gold Trust position peaked at $437K in Q1 2026.
464 funds tracked by Wall St. Rank held iShares Gold Trust as of Q3 2026.

Based on Stone Summit Wealth's 13F filing for Q3 2026, filed 14 Oct 2026.