Wedmont Private Capital’s iShares Gold Trust IAU Stock Holding History

Wedmont Private Capital’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	$1.24M	Buy	15,907 +97	+0.6%	+$7.78K	0.03%	332
2026 Q2	$1.22M	Buy	15,810 +3,078	+24%	+$261K	0.03%	299
2026 Q1	$1.13M	Sell	12,732 -1,481	-10%	-$136K	0.04%	285
2025 Q4	$1.19M	Buy	14,213 +2,192	+18%	+$171K	0.04%	248
2025 Q3	$902K	Buy	12,021 +4,821	+67%	+$315K	0.03%	299
2025 Q2	$450K	Buy	7,200 +3,683	+105%	+$228K	0.02%	457
2025 Q1	$214K	Buy	+3,517	New	+$190K	0.01%	634

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

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

Wedmont Private Capital's IAU Position: Q3 2026 in Review

Wedmont Private Capital increased its iShares Gold Trust (IAU) stake by 0.61% in Q3 2026, buying an estimated $7.78K and bringing the position to 15,907 shares worth $1.24M. The position accounts for 0.03% of the portfolio, ranked #332.

Wedmont Private Capital first reported a position in IAU in Q1 2025 and has held it in 7 quarters since. 98 funds tracked by Wall St. Rank hold IAU as of Q3 2026.

Wedmont Private Capital held 15,907 shares of iShares Gold Trust worth $1.24M as of Q3 2026.
Wedmont Private Capital bought 97 iShares Gold Trust shares in Q3 2026, an estimated $7.78K.
iShares Gold Trust made up 0.03% of Wedmont Private Capital's portfolio in Q3 2026, its #332 holding.
Wedmont Private Capital first reported a position in iShares Gold Trust in Q1 2025 and has held it in 7 quarters since.
98 funds tracked by Wall St. Rank held iShares Gold Trust as of Q3 2026.

Based on Wedmont Private Capital's 13F filing for Q3 2026, filed 9 Oct 2026.