Zenith Solutions’s iShares Gold Trust IAU Stock Holding History

Zenith Solutions’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	$225K	Buy	+2,875	New	+$230K	0.2%	79

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

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

Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return

Blue Trust Inc Alpharetta, Georgia $9.5B AUM 13.02% 1-Year Est. Return

Zenith Solutions's IAU Position: Q3 2026 in Review

Zenith Solutions opened a new position in iShares Gold Trust (IAU) in Q3 2026: 2,875 shares worth $225K. The stake represents 0.2% of the portfolio and ranks #79 among its holdings.

582 funds tracked by Wall St. Rank hold IAU as of Q3 2026.

Zenith Solutions held 2,875 shares of iShares Gold Trust worth $225K as of Q3 2026.
iShares Gold Trust was a new Zenith Solutions position in Q3 2026.
iShares Gold Trust made up 0.2% of Zenith Solutions's portfolio in Q3 2026, its #79 holding.
582 funds tracked by Wall St. Rank held iShares Gold Trust as of Q3 2026.

Based on Zenith Solutions's 13F filing for Q3 2026, filed 19 Oct 2026.