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Toth Financial Advisory’s iShares Gold Trust IAU Stock Holding History

Toth Financial Advisory’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 		$2.03K Buy
+26
New +$2.08K ﹤0.01% 795
2026
Q2 		– Sell
-124
Closed -$10.9K – 930
2026
Q1 		$10.9K Buy
124
+16
+15% +$1.47K ﹤0.01% 550
2025
Q4 		$8.77K Buy
+108
New +$8.45K ﹤0.01% 567

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

Toth Financial Advisory's IAU Position: Q3 2026 in Review

Toth Financial Advisory opened a new position in iShares Gold Trust (IAU) in Q3 2026: 26 shares worth $2.03K. The stake represents ﹤0.01% of the portfolio and ranks #795 among its holdings. This is a return to the name: Toth Financial Advisory previously reported a position in IAU as recently as Q1 2026.

Toth Financial Advisory first reported a position in IAU in Q4 2025 and has held it in 3 quarters since. The position peaked at $10.9K in Q1 2026. 98 funds tracked by Wall St. Rank hold IAU as of Q3 2026.

  • Toth Financial Advisory held 26 shares of iShares Gold Trust worth $2.03K as of Q3 2026.
  • iShares Gold Trust was a new Toth Financial Advisory position in Q3 2026.
  • iShares Gold Trust made up ﹤0.01% of Toth Financial Advisory's portfolio in Q3 2026, its #795 holding.
  • Toth Financial Advisory first reported a position in iShares Gold Trust in Q4 2025 and has held it in 3 quarters since.
  • Toth Financial Advisory's iShares Gold Trust position peaked at $10.9K in Q1 2026.
  • 98 funds tracked by Wall St. Rank held iShares Gold Trust as of Q3 2026.

Based on Toth Financial Advisory's 13F filing for Q3 2026, filed 8 Oct 2026.