Unique Wealth’s iShares Gold Trust IAU Stock Holding History

Unique Wealth’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	$3.26M	Buy	41,770 +2,823	+7%	+$226K	0.37%	53
2026 Q2	$2.94M	Buy	38,947 +1,341	+4%	+$114K	0.34%	54
2026 Q1	$3.32M	Sell	37,606 -16,299	-30%	-$1.5M	0.46%	49
2025 Q4	$4.38M	Sell	53,905 -4,273	-7%	-$334K	0.61%	39
2025 Q3	$4.23M	Buy	58,178 +6,599	+13%	+$430K	0.62%	41
2025 Q2	$3.22M	Buy	51,579 +6,649	+15%	+$412K	0.52%	46
2025 Q1	$2.65M	Buy	44,930 +31,594	+237%	+$1.71M	0.5%	47
2024 Q4	$660K	Buy	13,336 +8,795	+194%	+$442K	0.14%	80
2024 Q3	$226K	Buy	+4,541	New	+$213K	0.05%	109

Other funds holding IAU

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

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return

Arnhold LLC New York $1.4B AUM 42.37% 1-Year Est. Return

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

Unique Wealth's IAU Position: Q3 2026 in Review

Unique Wealth increased its iShares Gold Trust (IAU) stake by 7.2% in Q3 2026, buying an estimated $226K and bringing the position to 41,770 shares worth $3.26M. The position accounts for 0.37% of the portfolio, ranked #53.

Unique Wealth first reported a position in IAU in Q3 2024 and has held it in 9 quarters since. The position peaked at $4.38M in Q4 2025. 901 funds tracked by Wall St. Rank hold IAU as of Q3 2026.

Unique Wealth held 41,770 shares of iShares Gold Trust worth $3.26M as of Q3 2026.
Unique Wealth bought 2,823 iShares Gold Trust shares in Q3 2026, an estimated $226K.
iShares Gold Trust made up 0.37% of Unique Wealth's portfolio in Q3 2026, its #53 holding.
Unique Wealth first reported a position in iShares Gold Trust in Q3 2024 and has held it in 9 quarters since.
Unique Wealth's iShares Gold Trust position peaked at $4.38M in Q4 2025.
901 funds tracked by Wall St. Rank held iShares Gold Trust as of Q3 2026.

Based on Unique Wealth's 13F filing for Q3 2026, filed 16 Oct 2026.