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Titleist Asset Management’s iShares Gold Trust IAU Stock Holding History

Titleist Asset 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 		$3.88M Buy
49,719
+4,637
+10% +$372K 0.25% 97
2026
Q2 		$3.4M Buy
45,082
+1,526
+4% +$130K 0.23% 95
2026
Q1 		$3.84M Sell
43,556
-2,470
-5% -$227K 0.29% 82
2025
Q4 		$3.74M Buy
46,026
+31,179
+210% +$2.44M 0.3% 82
2025
Q3 		$1.08M Buy
14,847
+2,326
+19% +$152K 0.09% 135
2025
Q2 		$781K Buy
12,521
+340
+3% +$21.1K 0.08% 160
2025
Q1 		$718K Buy
12,181
+582
+5% +$31.5K 0.08% 151
2024
Q4 		$574K Sell
11,599
-10,796
-48% -$542K 0.07% 176
2024
Q3 		$1.11M Buy
22,395
+2,695
+14% +$126K 0.16% 102
2024
Q2 		$865K Buy
19,700
+3,165
+19% +$140K 0.13% 113
2024
Q1 		$695K Buy
16,535
+7,511
+83% +$294K 0.12% 122
2023
Q4 		$352K Sell
9,024
-195
-2% -$7.3K 0.07% 167
2023
Q3 		$323K Hold
9,219
– – 0.07% 165
2023
Q2 		$335K Hold
9,219
– – 0.07% 163
2023
Q1 		$345K Buy
+9,219
New +$331K 0.07% 156

Other funds holding IAU

PSU
Pennsylvania State University University Park, Pennsylvania $252M AUM 13.5% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 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
SC
Sapient Capital Indianapolis, Indiana $7.44B AUM 23.27% 1-Year Est. Return
AWM
Avaii Wealth Management Appleton, Wisconsin $348M AUM 25.11% 1-Year Est. Return
GWSA
Global Wealth Strategies & Associates Denver, Colorado $546M AUM 14.96% 1-Year Est. Return
DRS
Deane Retirement Strategies New Orleans, Louisiana $244M AUM 18.26% 1-Year Est. Return
SCP
Silverleafe Capital Partners Germantown, Tennessee $351M AUM 24.63% 1-Year Est. Return
TCM
Towneley Capital Management Laguna Hills, California $505M AUM 9.93% 1-Year Est. Return

Titleist Asset Management's IAU Position: Q3 2026 in Review

Titleist Asset Management increased its iShares Gold Trust (IAU) stake by 10% in Q3 2026, buying an estimated $372K and bringing the position to 49,719 shares worth $3.88M. The position accounts for 0.25% of the portfolio, ranked #97.

Titleist Asset Management first reported a position in IAU in Q1 2023 and has held it in 15 quarters since. 98 funds tracked by Wall St. Rank hold IAU as of Q3 2026.

  • Titleist Asset Management held 49,719 shares of iShares Gold Trust worth $3.88M as of Q3 2026.
  • Titleist Asset Management bought 4,637 iShares Gold Trust shares in Q3 2026, an estimated $372K.
  • iShares Gold Trust made up 0.25% of Titleist Asset Management's portfolio in Q3 2026, its #97 holding.
  • Titleist Asset Management first reported a position in iShares Gold Trust in Q1 2023 and has held it in 15 quarters since.
  • 98 funds tracked by Wall St. Rank held iShares Gold Trust as of Q3 2026.

Based on Titleist Asset Management's 13F filing for Q3 2026, filed 8 Oct 2026.