TA
IAU icon

Tactive Advisors’s iShares Gold Trust IAU Stock Holding History

Tactive 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 		$450K Hold
5,767
– – 0.11% 170
2026
Q2 		$435K Hold
5,767
– – 0.11% 164
2026
Q1 		$508K Hold
5,767
– – 0.14% 135
2025
Q4 		$468K Sell
5,767
-187
-3% -$14.6K 0.14% 152
2025
Q3 		$433K Hold
5,954
– – 0.12% 159
2025
Q2 		$371K Buy
+5,954
New +$369K 0.12% 158
2024
Q1 		$286K Buy
+6,796
New +$266K 0.15% 101

Other funds holding IAU

ET
Equitable Trust Nashville, Tennessee $2.38B AUM 22.38% 1-Year Est. Return
PSU
Pennsylvania State University University Park, Pennsylvania $252M AUM 13.5% 1-Year Est. Return
BIAS
Beacon Investment Advisory Services Morristown, New Jersey $2.66B AUM 29.77% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
BWP
Baldwin Wealth Partners Marion, Massachusetts $1.52B AUM 21.45% 1-Year Est. Return
MSL
Mackay Shields LLC New York $2.76B AUM 2.8% 1-Year Est. Return
NAM
NorthCrest Asset Manangement Plymouth, Minnesota $4.24B AUM 32.82% 1-Year Est. Return
GBT
Grove Bank & Trust Miami, Florida $1.01B AUM 19.76% 1-Year Est. Return
SFGP
Stonebridge Financial Group (Pennsylvania) Wormleysburg, Pennsylvania $1.36B AUM 14.31% 1-Year Est. Return

Tactive Advisors's IAU Position: Q3 2026 in Review

Tactive Advisors held its iShares Gold Trust (IAU) position steady in Q3 2026 at 5,767 shares worth $450K. The position accounts for 0.11% of the portfolio, ranked #170.

Tactive Advisors first reported a position in IAU in Q1 2024 and has held it in 7 quarters since. The position peaked at $508K in Q1 2026. 233 funds tracked by Wall St. Rank hold IAU as of Q3 2026.

  • Tactive Advisors held 5,767 shares of iShares Gold Trust worth $450K as of Q3 2026.
  • Tactive Advisors left its iShares Gold Trust share count unchanged in Q3 2026.
  • iShares Gold Trust made up 0.11% of Tactive Advisors's portfolio in Q3 2026, its #170 holding.
  • Tactive Advisors first reported a position in iShares Gold Trust in Q1 2024 and has held it in 7 quarters since.
  • Tactive Advisors's iShares Gold Trust position peaked at $508K in Q1 2026.
  • 233 funds tracked by Wall St. Rank held iShares Gold Trust as of Q3 2026.

Based on Tactive Advisors's 13F filing for Q3 2026, filed 8 Oct 2026.