Trifecta Capital Advisors
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Trifecta Capital Advisors’s iShares Gold Trust IAU Stock Holding History

Trifecta Capital 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 		$781 Hold
10
– – ﹤0.01% 312
2026
Q2 		$756 Hold
10
– – ﹤0.01% 388
2026
Q1 		$882 Buy
+10
New +$917 ﹤0.01% 265
2025
Q4 		– Sell
-235
Closed -$17.1K – 349
2025
Q3 		$17.1K Buy
+235
New +$15.3K ﹤0.01% 214
2023
Q1 		– Sell
-22
Closed -$761 – 434
2022
Q4 		$761 Buy
+22
New +$722 ﹤0.01% 394

Other funds holding IAU

Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
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
BlackRock
BlackRock New York $6.79T AUM 37.06% 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
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $192B AUM 13.66% 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

Trifecta Capital Advisors's IAU Position: Q3 2026 in Review

Trifecta Capital Advisors held its iShares Gold Trust (IAU) position steady in Q3 2026 at 10 shares worth $781. The position accounts for ﹤0.01% of the portfolio, ranked #312.

Trifecta Capital Advisors first reported a position in IAU in Q4 2022 and has held it in 5 quarters since. The position peaked at $17.1K in Q3 2025. 1,749 funds tracked by Wall St. Rank hold IAU as of Q3 2026.

  • Trifecta Capital Advisors held 10 shares of iShares Gold Trust worth $781 as of Q3 2026.
  • Trifecta Capital Advisors left its iShares Gold Trust share count unchanged in Q3 2026.
  • iShares Gold Trust made up ﹤0.01% of Trifecta Capital Advisors's portfolio in Q3 2026, its #312 holding.
  • Trifecta Capital Advisors first reported a position in iShares Gold Trust in Q4 2022 and has held it in 5 quarters since.
  • Trifecta Capital Advisors's iShares Gold Trust position peaked at $17.1K in Q3 2025.
  • 1,749 funds tracked by Wall St. Rank held iShares Gold Trust as of Q3 2026.

Based on Trifecta Capital Advisors's 13F filing for Q3 2026, filed 21 Oct 2026.