WealthNavi Inc
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WealthNavi Inc’s iShares Gold Trust IAU Stock Holding History

WealthNavi Inc’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 		$505M Sell
6,462,992
-190,248
-3% -$15.3M 3.91% 7
2026
Q2 		$502M Sell
6,653,240
-268,531
-4% -$22.8M 3.94% 7
2026
Q1 		$610M Sell
6,921,771
-167,477
-2% -$15.4M 5.29% 5
2025
Q4 		$575M Sell
7,089,248
-41,295
-0.6% -$3.23M 5.09% 5
2025
Q3 		$519M Buy
7,130,543
+559,413
+9% +$36.5M 4.81% 5
2025
Q2 		$410M Buy
6,571,130
+521,530
+9% +$32.3M 4.13% 6
2025
Q1 		$357M Buy
6,049,600
+125,599
+2% +$6.79M 3.97% 6
2024
Q4 		$293M Buy
5,924,001
+141,211
+2% +$7.1M 3.41% 6
2024
Q3 		$287M Buy
5,782,790
+233,999
+4% +$11M 3.29% 6
2024
Q2 		$244M Buy
5,548,791
+299,364
+6% +$13.2M 3.09% 7
2024
Q1 		$221M Buy
5,249,427
+834,759
+19% +$32.7M 2.94% 7
2023
Q4 		$172M Buy
4,414,668
+505,352
+13% +$18.9M 2.5% 7
2023
Q3 		$137M Buy
3,909,316
+1,588,425
+68% +$58M 2.22% 7
2023
Q2 		$84.5M Buy
2,320,891
+1,442,110
+164% +$54.1M 1.37% 8
2023
Q1 		$32.8M Buy
878,781
+539,046
+159% +$19.3M 0.56% 8
2022
Q4 		$11.8M Buy
+339,735
New +$11.2M 0.22% 8

Other funds holding IAU

AL
Arnhold LLC New York $1.4B AUM 42.37% 1-Year Est. Return
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
Park Avenue Securities
Park Avenue Securities New York $16.4B AUM 18.52% 1-Year Est. Return

WealthNavi Inc's IAU Position: Q3 2026 in Review

WealthNavi Inc reduced its iShares Gold Trust (IAU) stake by 2.9% in Q3 2026, selling an estimated $15.3M and leaving 6,462,992 shares worth $505M. The position accounts for 3.91% of the portfolio, ranked #7.

WealthNavi Inc first reported a position in IAU in Q4 2022 and has held it in 16 quarters since. The position peaked at $610M in Q1 2026. 806 funds tracked by Wall St. Rank hold IAU as of Q3 2026.

  • WealthNavi Inc held 6,462,992 shares of iShares Gold Trust worth $505M as of Q3 2026.
  • WealthNavi Inc sold 190,248 iShares Gold Trust shares in Q3 2026, an estimated $15.3M.
  • iShares Gold Trust made up 3.91% of WealthNavi Inc's portfolio in Q3 2026, its #7 holding.
  • WealthNavi Inc first reported a position in iShares Gold Trust in Q4 2022 and has held it in 16 quarters since.
  • WealthNavi Inc's iShares Gold Trust position peaked at $610M in Q1 2026.
  • 806 funds tracked by Wall St. Rank held iShares Gold Trust as of Q3 2026.

Based on WealthNavi Inc's 13F filing for Q3 2026, filed 27 Oct 2026.