TSA Wealth Management’s iShares Gold Trust IAU Stock Holding History

TSA Wealth Management’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	$2.64M	Sell	33,747 -1,992	-6%	-$160K	0.74%	32
2026 Q2	$2.7M	Sell	35,739 -2,174	-6%	-$185K	0.76%	31
2026 Q1	$3.34M	Sell	37,913 -37,717	-50%	-$3.46M	1.08%	24
2025 Q4	$6.14M	Sell	75,630 -2,309	-3%	-$181K	2.03%	15
2025 Q3	$5.67M	Buy	77,939 +20,687	+36%	+$1.35M	1.93%	16
2025 Q2	$3.57M	Sell	57,252 -3,383	-6%	-$210K	1.3%	20
2025 Q1	$3.58M	Buy	60,635 +33,423	+123%	+$1.81M	1.42%	19
2024 Q4	$1.35M	Buy	+27,212	New	+$1.37M	0.55%	28

Other funds holding IAU

Equitable Trust Nashville, Tennessee $2.38B AUM 22.38% 1-Year Est. Return

Pennsylvania State University University Park, Pennsylvania $252M AUM 13.5% 1-Year Est. Return

AssetMark Inc Concord, California $59.5B AUM 15.92% 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

Tanglewood Wealth Management Houston, Texas $1.2B AUM 13.27% 1-Year Est. Return

Anderson Hoagland & Co St Louis, Missouri $1.31B AUM 21.27% 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

Cadinha & Co Honolulu, Hawaii $616M AUM 24.55% 1-Year Est. Return

TSA Wealth Management's IAU Position: Q3 2026 in Review

TSA Wealth Management reduced its iShares Gold Trust (IAU) stake by 5.6% in Q3 2026, selling an estimated $160K and leaving 33,747 shares worth $2.64M. The position accounts for 0.74% of the portfolio, ranked #32.

TSA Wealth Management first reported a position in IAU in Q4 2024 and has held it in 8 quarters since. The position peaked at $6.14M in Q4 2025. 641 funds tracked by Wall St. Rank hold IAU as of Q3 2026.

TSA Wealth Management held 33,747 shares of iShares Gold Trust worth $2.64M as of Q3 2026.
TSA Wealth Management sold 1,992 iShares Gold Trust shares in Q3 2026, an estimated $160K.
iShares Gold Trust made up 0.74% of TSA Wealth Management's portfolio in Q3 2026, its #32 holding.
TSA Wealth Management first reported a position in iShares Gold Trust in Q4 2024 and has held it in 8 quarters since.
TSA Wealth Management's iShares Gold Trust position peaked at $6.14M in Q4 2025.
641 funds tracked by Wall St. Rank held iShares Gold Trust as of Q3 2026.

Based on TSA Wealth Management's 13F filing for Q3 2026, filed 22 Oct 2026.