Winthrop Advisory Group’s iShares Gold Trust IAU Stock Holding History

Winthrop Advisory 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	$206K	Sell	2,639 -42	-2%	-$3.37K	0.01%	221
2026 Q2	$202K	Sell	2,681 -1,060	-28%	-$90K	0.01%	218
2026 Q1	$330K	Sell	3,741 -1,076	-22%	-$98.7K	0.03%	135
2025 Q4	$391K	Buy	+4,817	New	+$377K	0.03%	119
2019 Q4	–	Sell	-5,388	Closed	-$152K	–	103
2019 Q3	$152K	Hold	5,388	–	–	0.06%	93
2019 Q2	$145K	Hold	5,388	–	–	0.06%	84
2019 Q1	$134K	Sell	5,388 -211	-4%	-$5.27K	0.06%	91
2018 Q4	$138K	Buy	5,599 +211	+4%	+$4.97K	0.07%	83
2018 Q3	$123K	Sell	5,388 -600	-10%	-$13.9K	0.07%	86
2018 Q2	$144K	Buy	+5,988	New	+$150K	0.09%	78

Other funds holding IAU

Citigroup New York $308B AUM 40.94% 1-Year Est. Return

WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $12.9B AUM 11.73% 1-Year Est. Return

KeyBank National Association Cleveland, Ohio $30.6B AUM 20.91% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 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

Winthrop Advisory Group's IAU Position: Q3 2026 in Review

Winthrop Advisory Group reduced its iShares Gold Trust (IAU) stake by 1.6% in Q3 2026, selling an estimated $3.37K and leaving 2,639 shares worth $206K. The position accounts for 0.01% of the portfolio, ranked #221.

Winthrop Advisory Group first reported a position in IAU in Q2 2018 and has held it in 10 quarters since. The position peaked at $391K in Q4 2025. 1,186 funds tracked by Wall St. Rank hold IAU as of Q3 2026.

Winthrop Advisory Group held 2,639 shares of iShares Gold Trust worth $206K as of Q3 2026.
Winthrop Advisory Group sold 42 iShares Gold Trust shares in Q3 2026, an estimated $3.37K.
iShares Gold Trust made up 0.01% of Winthrop Advisory Group's portfolio in Q3 2026, its #221 holding.
Winthrop Advisory Group first reported a position in iShares Gold Trust in Q2 2018 and has held it in 10 quarters since.
Winthrop Advisory Group's iShares Gold Trust position peaked at $391K in Q4 2025.
1,186 funds tracked by Wall St. Rank held iShares Gold Trust as of Q3 2026.

Based on Winthrop Advisory Group's 13F filing for Q3 2026, filed 22 Oct 2026.