Wealth Quarterback
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Wealth Quarterback’s iShares Gold Trust IAU Stock Holding History

Wealth Quarterback’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 		$22M Buy
281,612
+31,049
+12% +$2.49M 6.7% 2
2026
Q2 		$18.9M Buy
250,563
+69,181
+38% +$5.87M 5.84% 2
2026
Q1 		$16M Sell
181,382
-19,865
-10% -$1.82M 6.3% 2
2025
Q4 		$16.3M Buy
201,247
+555
+0.3% +$43.4K 5.88% 3
2025
Q3 		$14.6M Buy
200,692
+129,946
+184% +$8.48M 5.65% 3
2025
Q2 		$4.41M Buy
70,746
+22,520
+47% +$1.4M 2.09% 10
2025
Q1 		$2.84M Buy
48,226
+15,119
+46% +$818K 1.6% 8
2024
Q4 		$1.64M Buy
33,107
+12,512
+61% +$629K 0.77% 25
2024
Q3 		$1.02M Sell
20,595
-383
-2% -$17.9K 0.53% 42
2024
Q2 		$922K Buy
20,978
+1,410
+7% +$62.3K 0.52% 38
2024
Q1 		$822K Buy
19,568
+742
+4% +$29.1K 0.46% 49
2023
Q4 		$735K Sell
18,826
-3,977
-17% -$149K 0.45% 51
2023
Q3 		$798K Sell
22,803
-2,888
-11% -$105K 0.69% 31
2023
Q2 		$935K Sell
25,691
-15,677
-38% -$588K 0.65% 31
2023
Q1 		$1.55M Sell
41,368
-118,705
-74% -$4.26M 1.31% 14
2022
Q4 		$5.54M Buy
160,073
+3,298
+2% +$108K 4.59% 3
2022
Q3 		$4.94M Sell
156,775
-2,998
-2% -$98.2K 5.26% 3
2022
Q2 		$5.48M Buy
+159,773
New +$5.68M 4.27% 6
2021
Q3 		$1.32M Sell
39,345
-1,805
-4% -$61.5K 0.87% 18
2021
Q2 		$1.39M Buy
+41,150
New +$1.42M 0.84% 22
2020
Q4 		$5.99M Buy
165,164
+34,422
+26% +$1.23M 4.98% 5
2020
Q3 		$4.44M Hold
130,742
– – 4.08% 4
2020
Q2 		$4.44M Buy
130,742
+90,616
+226% +$2.97M 4.08% 4
2020
Q1 		$1.34M Buy
40,126
+7,910
+25% +$239K 1.23% 22
2019
Q4 		$192K Buy
+32,216
New +$914K 0.17% 111

Other funds holding IAU

Equitable Trust
Equitable Trust Nashville, Tennessee $2.38B AUM 22.38% 1-Year Est. Return
Pennsylvania State University
Pennsylvania State University University Park, Pennsylvania $252M AUM 13.5% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
Beacon Investment Advisory Services
Beacon Investment Advisory Services Morristown, New Jersey $2.66B AUM 29.77% 1-Year Est. Return
J.M. Forbes & Co
J.M. Forbes & Co Boston, Massachusetts $1.33B AUM 21.14% 1-Year Est. Return
Tanglewood Wealth Management
Tanglewood Wealth Management Houston, Texas $1.2B AUM 13.27% 1-Year Est. Return
Anderson Hoagland & Co
Anderson Hoagland & Co St Louis, Missouri $1.31B AUM 21.27% 1-Year Est. Return
GenWealth Group
GenWealth Group Maplewood, New Jersey $641M AUM 11.61% 1-Year Est. Return
TD Waterhouse Canada
TD Waterhouse Canada Toronto, Ontario, Canada $38.4B AUM 30.28% 1-Year Est. Return
Cadinha & Co
Cadinha & Co Honolulu, Hawaii $616M AUM 24.55% 1-Year Est. Return

Wealth Quarterback's IAU Position: Q3 2026 in Review

Wealth Quarterback increased its iShares Gold Trust (IAU) stake by 12% in Q3 2026, buying an estimated $2.49M and bringing the position to 281,612 shares worth $22M. The position accounts for 6.7% of the portfolio, ranked #2.

Wealth Quarterback first reported a position in IAU in Q4 2019 and has held it in 25 quarters since. 642 funds tracked by Wall St. Rank hold IAU as of Q3 2026.

  • Wealth Quarterback held 281,612 shares of iShares Gold Trust worth $22M as of Q3 2026.
  • Wealth Quarterback bought 31,049 iShares Gold Trust shares in Q3 2026, an estimated $2.49M.
  • iShares Gold Trust made up 6.7% of Wealth Quarterback's portfolio in Q3 2026, its #2 holding.
  • Wealth Quarterback first reported a position in iShares Gold Trust in Q4 2019 and has held it in 25 quarters since.
  • 642 funds tracked by Wall St. Rank held iShares Gold Trust as of Q3 2026.

Based on Wealth Quarterback's 13F filing for Q3 2026, filed 20 Oct 2026.