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Valeo Financial Advisors’s iShares Gold Trust IAU Stock Holding History

Valeo Financial 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
Q2 		– Sell
-200
Closed -$17.6K – 858
2026
Q1 		$17.6K Hold
200
– – ﹤0.01% 741
2025
Q4 		$16.2K Buy
+200
New +$15.6K ﹤0.01% 828

Other funds holding IAU

PSU
Pennsylvania State University University Park, Pennsylvania $252M AUM 13.5% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
GBT
Grove Bank & Trust Miami, Florida $1.01B AUM 19.76% 1-Year Est. Return
SFGP
Stonebridge Financial Group (Pennsylvania) Wormleysburg, Pennsylvania $1.36B AUM 14.31% 1-Year Est. Return
SC
Sapient Capital Indianapolis, Indiana $7.44B AUM 23.27% 1-Year Est. Return
AWM
Avaii Wealth Management Appleton, Wisconsin $348M AUM 25.11% 1-Year Est. Return
GWSA
Global Wealth Strategies & Associates Denver, Colorado $546M AUM 14.96% 1-Year Est. Return
DRS
Deane Retirement Strategies New Orleans, Louisiana $244M AUM 18.26% 1-Year Est. Return
SCP
Silverleafe Capital Partners Germantown, Tennessee $351M AUM 24.63% 1-Year Est. Return
TCM
Towneley Capital Management Laguna Hills, California $505M AUM 9.93% 1-Year Est. Return

Valeo Financial Advisors's IAU Position: Q3 2026 in Review

Valeo Financial Advisors reduced its iShares Gold Trust (IAU) stake by 55% in Q3 2026, selling an estimated $2.08M and leaving 21,064 shares worth $1.65M. The position accounts for 0.03% of the portfolio, ranked #210.

Valeo Financial Advisors first reported a position in IAU in Q3 2017 and has held it in 37 quarters since. The position peaked at $4.47M in Q1 2026. 98 funds tracked by Wall St. Rank hold IAU as of Q3 2026.

  • Valeo Financial Advisors held 21,064 shares of iShares Gold Trust worth $1.65M as of Q3 2026.
  • Valeo Financial Advisors sold 25,964 iShares Gold Trust shares in Q3 2026, an estimated $2.08M.
  • iShares Gold Trust made up 0.03% of Valeo Financial Advisors's portfolio in Q3 2026, its #210 holding.
  • Valeo Financial Advisors first reported a position in iShares Gold Trust in Q3 2017 and has held it in 37 quarters since.
  • Valeo Financial Advisors's iShares Gold Trust position peaked at $4.47M in Q1 2026.
  • 98 funds tracked by Wall St. Rank held iShares Gold Trust as of Q3 2026.

Based on Valeo Financial Advisors's 13F filing for Q3 2026, filed 8 Oct 2026.