Triad Wealth Partners’s iShares Gold Trust IAU Stock Holding History

Triad Wealth Partners’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	$8.75M	Buy	112,000 +17,063	+18%	+$1.37M	0.48%	37
2026 Q2	$7.23M	Buy	94,937 +15,482	+19%	+$1.31M	0.43%	40
2026 Q1	$7M	Sell	79,455 -72,725	-48%	-$6.67M	0.56%	39
2025 Q4	$12.4M	Buy	152,180 +21,350	+16%	+$1.67M	1.17%	20
2025 Q3	$9.5M	Buy	130,830 +51,480	+65%	+$3.36M	1.23%	21
2025 Q2	$4.95M	Buy	79,350 +13,806	+21%	+$855K	1%	28
2025 Q1	$3.86M	Buy	65,544 +33,041	+102%	+$1.79M	1.2%	18
2024 Q4	$1.61M	Buy	+32,503	New	+$1.63M	0.58%	39
2024 Q3	–	Sell	-3,980	Closed	-$175K	–	431
2024 Q2	$175K	Buy	+3,980	New	+$176K	0.09%	105

Other funds holding IAU

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Citigroup New York $308B AUM 40.94% 1-Year Est. Return

WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $12.9B AUM 11.73% 1-Year Est. Return

JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return

KeyBank National Association Cleveland, Ohio $30.6B AUM 20.91% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $106B AUM 21.33% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

Triad Wealth Partners's IAU Position: Q3 2026 in Review

Triad Wealth Partners increased its iShares Gold Trust (IAU) stake by 18% in Q3 2026, buying an estimated $1.37M and bringing the position to 112,000 shares worth $8.75M. The position accounts for 0.48% of the portfolio, ranked #37.

Triad Wealth Partners first reported a position in IAU in Q2 2024 and has held it in 9 quarters since. The position peaked at $12.4M in Q4 2025. 1,584 funds tracked by Wall St. Rank hold IAU as of Q3 2026.

Triad Wealth Partners held 112,000 shares of iShares Gold Trust worth $8.75M as of Q3 2026.
Triad Wealth Partners bought 17,063 iShares Gold Trust shares in Q3 2026, an estimated $1.37M.
iShares Gold Trust made up 0.48% of Triad Wealth Partners's portfolio in Q3 2026, its #37 holding.
Triad Wealth Partners first reported a position in iShares Gold Trust in Q2 2024 and has held it in 9 quarters since.
Triad Wealth Partners's iShares Gold Trust position peaked at $12.4M in Q4 2025.
1,584 funds tracked by Wall St. Rank held iShares Gold Trust as of Q3 2026.

Based on Triad Wealth Partners's 13F filing for Q3 2026, filed 26 Oct 2026.