Townsend & Associates
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Townsend & Associates’s iShares Gold Trust IAU Stock Holding History

Townsend & Associates’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 		$10.3M Buy
131,084
+1,983
+2% +$159K 0.86% 42
2026
Q2 		$9.7M Buy
129,101
+791
+0.6% +$67.1K 0.83% 42
2026
Q1 		$11.4M Sell
128,310
-33,588
-21% -$3.08M 0.99% 41
2025
Q4 		$14M Sell
161,898
-795
-0.5% -$62.2K 1.25% 36
2025
Q3 		$13M Buy
162,693
+585
+0.4% +$38.2K 1.23% 38
2025
Q2 		$10.2M Sell
162,108
-58,291
-26% -$3.61M 1.01% 40
2025
Q1 		$14.2M Sell
220,399
-1,812
-0.8% -$98K 1.48% 31
2024
Q4 		$11.5M Sell
222,211
-1,542
-0.7% -$77.5K 1.18% 37
2024
Q3 		$11.5M Sell
223,753
-37,033
-14% -$1.73M 1.18% 37
2024
Q2 		$11.8M Sell
260,786
-2,573
-1% -$114K 1.3% 35
2024
Q1 		$11.6M Buy
263,359
+2,231
+0.9% +$87.5K 1.35% 35
2023
Q4 		$9.9M Buy
261,128
+2,790
+1% +$104K 1.24% 38
2023
Q3 		$9.8M Buy
258,338
+143,998
+126% +$5.25M 2.07% 11
2023
Q2 		$4.26M Buy
114,340
+56,677
+98% +$2.12M 1.1% 34
2023
Q1 		$2.17M Buy
57,663
+6,896
+14% +$247K 0.87% 44
2022
Q4 		$1.79M Buy
+50,767
New +$1.67M 0.88% 43

Other funds holding IAU

WealthNavi Inc
WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $12.9B AUM 11.73% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return
AL
Arnhold LLC New York $1.4B AUM 42.37% 1-Year Est. Return
Equitable Trust
Equitable Trust Nashville, Tennessee $2.38B AUM 22.38% 1-Year Est. Return
Pennsylvania State University
Pennsylvania State University University Park, Pennsylvania $252M AUM 13.5% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
Beacon Investment Advisory Services
Beacon Investment Advisory Services Morristown, New Jersey $2.66B AUM 29.77% 1-Year Est. Return
J.M. Forbes & Co
J.M. Forbes & Co Boston, Massachusetts $1.33B AUM 21.14% 1-Year Est. Return
Tanglewood Wealth Management
Tanglewood Wealth Management Houston, Texas $1.2B AUM 13.27% 1-Year Est. Return

Townsend & Associates's IAU Position: Q3 2026 in Review

Townsend & Associates increased its iShares Gold Trust (IAU) stake by 1.5% in Q3 2026, buying an estimated $159K and bringing the position to 131,084 shares worth $10.3M. The position accounts for 0.86% of the portfolio, ranked #42.

Townsend & Associates first reported a position in IAU in Q4 2022 and has held it in 16 quarters since. The position peaked at $14.2M in Q1 2025. 901 funds tracked by Wall St. Rank hold IAU as of Q3 2026.

  • Townsend & Associates held 131,084 shares of iShares Gold Trust worth $10.3M as of Q3 2026.
  • Townsend & Associates bought 1,983 iShares Gold Trust shares in Q3 2026, an estimated $159K.
  • iShares Gold Trust made up 0.86% of Townsend & Associates's portfolio in Q3 2026, its #42 holding.
  • Townsend & Associates first reported a position in iShares Gold Trust in Q4 2022 and has held it in 16 quarters since.
  • Townsend & Associates's iShares Gold Trust position peaked at $14.2M in Q1 2025.
  • 901 funds tracked by Wall St. Rank held iShares Gold Trust as of Q3 2026.

Based on Townsend & Associates's 13F filing for Q3 2026, filed 23 Oct 2026.