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TME Financial’s iShares Gold Trust IAU Stock Holding History

TME Financial’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 		$4.18M Buy
53,478
+2,718
+5% +$218K 2.56% 11
2026
Q2 		$3.83M Buy
50,760
+7,758
+18% +$659K 2.37% 11
2026
Q1 		$3.79M Sell
43,002
-4,988
-10% -$458K 2.63% 14
2025
Q4 		$3.9M Sell
47,990
-4,731
-9% -$370K 2.74% 14
2025
Q3 		$3.84M Buy
52,721
+626
+1% +$40.8K 2.87% 11
2025
Q2 		$3.25M Sell
52,095
-6,077
-10% -$377K 2.63% 12
2025
Q1 		$3.43M Buy
58,172
+32,561
+127% +$1.76M 2.98% 11
2024
Q4 		$1.27M Buy
+25,611
New +$1.29M 1.19% 24

Other funds holding IAU

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
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
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
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.6B AUM 20.91% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $106B AUM 21.33% 1-Year Est. Return
CIBC Bancorp USA
CIBC Bancorp USA Chicago, Illinois $79.9B AUM

TME Financial's IAU Position: Q3 2026 in Review

TME Financial increased its iShares Gold Trust (IAU) stake by 5.4% in Q3 2026, buying an estimated $218K and bringing the position to 53,478 shares worth $4.18M. The position accounts for 2.56% of the portfolio, ranked #11.

TME Financial first reported a position in IAU in Q4 2024 and has held it in 8 quarters since. 1,627 funds tracked by Wall St. Rank hold IAU as of Q3 2026.

  • TME Financial held 53,478 shares of iShares Gold Trust worth $4.18M as of Q3 2026.
  • TME Financial bought 2,718 iShares Gold Trust shares in Q3 2026, an estimated $218K.
  • iShares Gold Trust made up 2.56% of TME Financial's portfolio in Q3 2026, its #11 holding.
  • TME Financial first reported a position in iShares Gold Trust in Q4 2024 and has held it in 8 quarters since.
  • 1,627 funds tracked by Wall St. Rank held iShares Gold Trust as of Q3 2026.

Based on TME Financial's 13F filing for Q3 2026, filed 14 Oct 2026.