World Equity Group
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World Equity Group’s iShares Gold Trust IAU Stock Holding History

World Equity 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 		– Sell
-8,576
Closed -$648K – 316
2026
Q2 		$648K Buy
8,576
+964
+13% +$81.8K 0.15% 162
2026
Q1 		$671K Sell
7,612
-2,606
-26% -$239K 0.17% 143
2025
Q4 		$829K Buy
10,218
+3,687
+56% +$288K 0.23% 99
2025
Q3 		$475K Sell
6,531
-3,988
-38% -$260K 0.11% 187
2025
Q2 		$656K Buy
10,519
+1,312
+14% +$81.3K 0.18% 128
2025
Q1 		$543K Buy
9,207
+4,395
+91% +$238K 0.16% 136
2024
Q4 		$238K Buy
+4,812
New +$242K 0.05% 313
2023
Q4 		– Sell
-6,044
Closed -$211K – 349
2023
Q3 		$211K Sell
6,044
-1,251
-17% -$45.7K 0.04% 314
2023
Q2 		$265K Buy
7,295
+4,716
+183% +$177K 0.08% 254
2023
Q1 		$828K Sell
2,579
-5,246
-67% -$188K 0.12% 192
2022
Q4 		$271K Sell
7,825
-396
-5% -$13K 0.06% 276
2022
Q3 		$259K Buy
8,221
+521
+7% +$17.1K 0.07% 265
2022
Q2 		$264K Buy
7,700
+250
+3% +$8.89K 0.07% 275
2022
Q1 		$274K Buy
+7,450
New +$266K 0.06% 288

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

World Equity Group's IAU Position: Q3 2026 in Review

World Equity Group sold out of iShares Gold Trust (IAU) in Q3 2026, closing a stake of 8,576 shares — an estimated $648K sold.

World Equity Group first reported a position in IAU in Q1 2022 and held it in 14 quarters. The position peaked at $829K in Q4 2025. 641 funds tracked by Wall St. Rank hold IAU as of Q3 2026.

  • World Equity Group reported no remaining iShares Gold Trust position as of Q3 2026 after selling out during the quarter.
  • World Equity Group sold 8,576 iShares Gold Trust shares in Q3 2026, an estimated $648K.
  • World Equity Group first reported a position in iShares Gold Trust in Q1 2022 and held it in 14 quarters.
  • World Equity Group's iShares Gold Trust position peaked at $829K in Q4 2025.
  • 641 funds tracked by Wall St. Rank held iShares Gold Trust as of Q3 2026.

Based on World Equity Group's 13F filing for Q3 2026, filed 14 Oct 2026.