Values First Advisors’s iShares Gold Trust IAU Stock Holding History

Values First 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	$1.97M	Buy	25,190 +618	+3%	+$49.5K	0.92%	31
2026 Q2	$1.86M	Buy	24,572 +681	+3%	+$57.8K	0.85%	43
2026 Q1	$2.11M	Buy	23,891 +2,216	+10%	+$203K	1.1%	24
2025 Q4	$1.76M	Buy	+21,675	New	+$1.7M	0.91%	34
2025 Q1	–	Sell	-811	Closed	-$40.1K	–	206
2024 Q4	$40.1K	Sell	811 -1,152	-59%	-$57.9K	0.02%	200
2024 Q3	$97.6K	Buy	+1,963	New	+$91.9K	0.05%	184
2023 Q2	–	Sell	-2,045	Closed	-$76.4K	–	238
2023 Q1	$76.4K	Buy	+2,045	New	+$73.4K	0.05%	175

Other funds holding IAU

WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $12.9B AUM 11.73% 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

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

Values First Advisors's IAU Position: Q3 2026 in Review

Values First Advisors increased its iShares Gold Trust (IAU) stake by 2.5% in Q3 2026, buying an estimated $49.5K and bringing the position to 25,190 shares worth $1.97M. The position accounts for 0.92% of the portfolio, ranked #31.

Values First Advisors first reported a position in IAU in Q1 2023 and has held it in 7 quarters since. The position peaked at $2.11M in Q1 2026. 806 funds tracked by Wall St. Rank hold IAU as of Q3 2026.

Values First Advisors held 25,190 shares of iShares Gold Trust worth $1.97M as of Q3 2026.
Values First Advisors bought 618 iShares Gold Trust shares in Q3 2026, an estimated $49.5K.
iShares Gold Trust made up 0.92% of Values First Advisors's portfolio in Q3 2026, its #31 holding.
Values First Advisors first reported a position in iShares Gold Trust in Q1 2023 and has held it in 7 quarters since.
Values First Advisors's iShares Gold Trust position peaked at $2.11M in Q1 2026.
806 funds tracked by Wall St. Rank held iShares Gold Trust as of Q3 2026.

Based on Values First Advisors's 13F filing for Q3 2026, filed 23 Oct 2026.