TABR Capital Management’s iShares Gold Trust IAU Stock Holding History

TABR Capital 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	$3.54M	Buy	+45,374	New	+$3.64M	2.6%	9

Other funds holding IAU

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Citigroup New York $308B AUM 40.94% 1-Year Est. Return

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

KeyBank National Association Cleveland, Ohio $30.6B AUM 20.91% 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

Bank of New York Mellon New York $608B AUM 32.77% 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

TABR Capital Management's IAU Position: Q3 2026 in Review

TABR Capital Management opened a new position in iShares Gold Trust (IAU) in Q3 2026: 45,374 shares worth $3.54M. The stake represents 2.6% of the portfolio and ranks #9 among its holdings.

1,229 funds tracked by Wall St. Rank hold IAU as of Q3 2026.

TABR Capital Management held 45,374 shares of iShares Gold Trust worth $3.54M as of Q3 2026.
iShares Gold Trust was a new TABR Capital Management position in Q3 2026.
iShares Gold Trust made up 2.6% of TABR Capital Management's portfolio in Q3 2026, its #9 holding.
1,229 funds tracked by Wall St. Rank held iShares Gold Trust as of Q3 2026.

Based on TABR Capital Management's 13F filing for Q3 2026, filed 20 Oct 2026.