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

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
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

Trifecta Capital Advisors's IAU Position: Q1 2026 in Review

Trifecta Capital Advisors opened a new position in iShares Gold Trust (IAU) in Q1 2026: 10 shares worth $882. The stake represents ﹤0.01% of the portfolio and ranks #265 among its holdings. This is a return to the name: Trifecta Capital Advisors previously reported a position in IAU as recently as Q3 2025.

Trifecta Capital Advisors first reported a position in IAU in Q4 2022 and has held it in 3 quarters since. The position peaked at $17.1K in Q3 2025. 1,960 funds tracked by Wall St. Rank hold IAU as of Q1 2026.

  • Trifecta Capital Advisors held 10 shares of iShares Gold Trust worth $882 as of Q1 2026.
  • iShares Gold Trust was a new Trifecta Capital Advisors position in Q1 2026.
  • iShares Gold Trust made up ﹤0.01% of Trifecta Capital Advisors's portfolio in Q1 2026, its #265 holding.
  • Trifecta Capital Advisors first reported a position in iShares Gold Trust in Q4 2022 and has held it in 3 quarters since.
  • Trifecta Capital Advisors's iShares Gold Trust position peaked at $17.1K in Q3 2025.
  • 1,960 funds tracked by Wall St. Rank held iShares Gold Trust as of Q1 2026.

Based on Trifecta Capital Advisors's 13F filing for Q1 2026, filed 1 May 2026.