TPG Advisors’s iShares Gold Trust IAU Stock Holding History

TPG 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	$1.91M	Sell	24,417 -2,538	-9%	-$203K	1.02%	22
2026 Q2	$2.04M	Buy	26,955 +1,363	+5%	+$116K	1.12%	22
2026 Q1	$2.26M	Sell	25,592 -4,882	-16%	-$448K	1.41%	19
2025 Q4	$2.47M	Buy	30,474 +102	+0.3%	+$7.98K	1.54%	17
2025 Q3	$2.21M	Buy	30,372 +1,024	+3%	+$66.8K	1.45%	18
2025 Q2	$1.83M	Buy	29,348 +451	+2%	+$27.9K	1.32%	22
2025 Q1	$1.7M	Buy	28,897 +872	+3%	+$47.2K	1.34%	23
2024 Q4	$1.39M	Buy	28,025 +199	+0.7%	+$10K	1.08%	26
2024 Q3	$1.38M	Buy	27,826 +319	+1%	+$14.9K	1.08%	26
2024 Q2	$1.21M	Buy	+27,507	New	+$1.22M	1.03%	26

Other funds holding IAU

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

Beacon Investment Advisory Services Morristown, New Jersey $2.66B AUM 29.77% 1-Year Est. Return

J.M. Forbes & Co Boston, Massachusetts $1.33B AUM 21.14% 1-Year Est. Return

GenWealth Group Maplewood, New Jersey $641M AUM 11.61% 1-Year Est. Return

TD Waterhouse Canada Toronto, Ontario, Canada $38.4B AUM 30.28% 1-Year Est. Return

Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return

Blue Trust Inc Alpharetta, Georgia $9.5B AUM 13.02% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

IFP Advisors Tampa, Florida $5.86B AUM 20.09% 1-Year Est. Return

TPG Advisors's IAU Position: Q3 2026 in Review

TPG Advisors reduced its iShares Gold Trust (IAU) stake by 9.4% in Q3 2026, selling an estimated $203K and leaving 24,417 shares worth $1.91M. The position accounts for 1.02% of the portfolio, ranked #22.

TPG Advisors first reported a position in IAU in Q2 2024 and has held it in 10 quarters since. The position peaked at $2.47M in Q4 2025. 400 funds tracked by Wall St. Rank hold IAU as of Q3 2026.

TPG Advisors held 24,417 shares of iShares Gold Trust worth $1.91M as of Q3 2026.
TPG Advisors sold 2,538 iShares Gold Trust shares in Q3 2026, an estimated $203K.
iShares Gold Trust made up 1.02% of TPG Advisors's portfolio in Q3 2026, its #22 holding.
TPG Advisors first reported a position in iShares Gold Trust in Q2 2024 and has held it in 10 quarters since.
TPG Advisors's iShares Gold Trust position peaked at $2.47M in Q4 2025.
400 funds tracked by Wall St. Rank held iShares Gold Trust as of Q3 2026.

Based on TPG Advisors's 13F filing for Q3 2026, filed 16 Oct 2026.