Weaver Consulting Group’s iShares Gold Trust IAU Stock Holding History

Weaver Consulting Group’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	$239K	Hold	3,064	–	–	0.05%	276
2026 Q2	$231K	Hold	3,064	–	–	0.05%	265
2026 Q1	$270K	Buy	3,064 +21	+0.7%	+$1.93K	0.06%	221
2025 Q4	$247K	Buy	3,043 +88	+3%	+$6.88K	0.06%	235
2025 Q3	$215K	Buy	+2,955	New	+$193K	0.05%	245
2020 Q4	–	Sell	-1,286	Closed	-$46K	–	470
2020 Q3	$46K	Sell	1,286 -98	-7%	-$3.58K	0.03%	273
2020 Q2	$47K	Buy	1,384 +30	+2%	+$983	0.03%	264
2020 Q1	$41K	Sell	1,354 -94	-6%	-$2.84K	0.03%	241
2019 Q4	$41K	Sell	1,448 -2,847	-66%	-$80.8K	0.02%	260
2019 Q3	$118K	Sell	4,295 -551	-11%	-$15.5K	0.06%	149
2019 Q2	$131K	Sell	4,846 -173	-3%	-$4.34K	0.07%	130
2019 Q1	$128K	Buy	+5,019	New	+$125K	0.04%	275

Other funds holding IAU

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

TD Waterhouse Canada Toronto, Ontario, Canada $38.4B AUM 30.28% 1-Year Est. Return

Cadinha & Co Honolulu, Hawaii $616M AUM 24.55% 1-Year Est. Return

Weaver Consulting Group's IAU Position: Q3 2026 in Review

Weaver Consulting Group held its iShares Gold Trust (IAU) position steady in Q3 2026 at 3,064 shares worth $239K. The position accounts for 0.05% of the portfolio, ranked #276.

Weaver Consulting Group first reported a position in IAU in Q1 2019 and has held it in 12 quarters since. The position peaked at $270K in Q1 2026. 641 funds tracked by Wall St. Rank hold IAU as of Q3 2026.

Weaver Consulting Group held 3,064 shares of iShares Gold Trust worth $239K as of Q3 2026.
Weaver Consulting Group left its iShares Gold Trust share count unchanged in Q3 2026.
iShares Gold Trust made up 0.05% of Weaver Consulting Group's portfolio in Q3 2026, its #276 holding.
Weaver Consulting Group first reported a position in iShares Gold Trust in Q1 2019 and has held it in 12 quarters since.
Weaver Consulting Group's iShares Gold Trust position peaked at $270K in Q1 2026.
641 funds tracked by Wall St. Rank held iShares Gold Trust as of Q3 2026.

Based on Weaver Consulting Group's 13F filing for Q3 2026, filed 7 Oct 2026.