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Alpha Financial Partners’s iShares Gold Trust IAU Stock Holding History

Alpha Financial Partners’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
Q1 		$1.2M Buy
13,595
+635
+5% +$58.2K 0.71% 25
2025
Q4 		$1.05M Buy
12,960
+14
+0.1% +$1.09K 0.64% 25
2025
Q3 		$942K Sell
12,946
-1,172
-8% -$76.5K 0.61% 27
2025
Q2 		$880K Sell
14,118
-6,613
-32% -$410K 0.63% 26
2025
Q1 		$1.22M Sell
20,731
-508
-2% -$27.5K 0.98% 16
2024
Q4 		$1.05M Buy
+21,239
New +$1.07M 0.83% 18
2024
Q3 		– Sell
-21,416
Closed -$941K – 124
2024
Q2 		$941K Sell
21,416
-27
-0.1% -$1.19K 0.81% 19
2024
Q1 		$901K Sell
21,443
-478
-2% -$18.7K 0.82% 19
2023
Q4 		$856K Sell
21,921
-418
-2% -$15.6K 0.84% 19
2023
Q3 		$782K Buy
22,339
+1,898
+9% +$69.3K 0.91% 21
2023
Q2 		$744K Sell
20,441
-1,644
-7% -$61.6K 0.79% 26
2023
Q1 		$825K Sell
22,085
-845
-4% -$30.3K 0.93% 22
2022
Q4 		$793K Buy
+22,930
New +$753K 0.96% 24

Other funds holding IAU

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return

Alpha Financial Partners's IAU Position: Q1 2026 in Review

Alpha Financial Partners increased its iShares Gold Trust (IAU) stake by 4.9% in Q1 2026, buying an estimated $58.2K and bringing the position to 13,595 shares worth $1.2M. The position accounts for 0.71% of the portfolio, ranked #25.

Alpha Financial Partners first reported a position in IAU in Q4 2022 and has held it in 13 quarters since. The position peaked at $1.22M in Q1 2025. 1,960 funds tracked by Wall St. Rank hold IAU as of Q1 2026.

  • Alpha Financial Partners held 13,595 shares of iShares Gold Trust worth $1.2M as of Q1 2026.
  • Alpha Financial Partners bought 635 iShares Gold Trust shares in Q1 2026, an estimated $58.2K.
  • iShares Gold Trust made up 0.71% of Alpha Financial Partners's portfolio in Q1 2026, its #25 holding.
  • Alpha Financial Partners first reported a position in iShares Gold Trust in Q4 2022 and has held it in 13 quarters since.
  • Alpha Financial Partners's iShares Gold Trust position peaked at $1.22M in Q1 2025.
  • 1,960 funds tracked by Wall St. Rank held iShares Gold Trust as of Q1 2026.

Based on Alpha Financial Partners's 13F filing for Q1 2026, filed 13 May 2026.