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Aspect Partners’s iShares Gold Trust IAU Stock Holding History

Aspect 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
Q2 		$6.39M Buy
84,588
+11,098
+15% +$942K 2.38% 12
2026
Q1 		$6.48M Buy
73,490
+2,921
+4% +$268K 2.65% 12
2025
Q4 		$5.73M Buy
70,569
+738
+1% +$57.7K 2.51% 12
2025
Q3 		$5.08M Buy
69,831
+2,710
+4% +$177K 2.31% 14
2025
Q2 		$4.19M Buy
67,121
+2,530
+4% +$157K 2.06% 17
2025
Q1 		$3.81M Buy
64,591
+2,656
+4% +$144K 2.18% 17
2024
Q4 		$3.07M Sell
61,935
-2,419
-4% -$122K 1.77% 15
2024
Q3 		$3.2M Buy
64,354
+9,536
+17% +$446K 1.8% 16
2024
Q2 		$2.41M Buy
54,818
+292
+0.5% +$12.9K 1.43% 16
2024
Q1 		$2.29M Buy
54,526
+1,290
+2% +$50.6K 1.81% 12
2023
Q4 		$2.08M Buy
+53,236
New +$1.99M 1.34% 16

Other funds holding IAU

WI
WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $12.8B AUM 19.73% 1-Year Est. Return
ET
Equitable Trust Nashville, Tennessee $2.4B AUM 30.76% 1-Year Est. Return
BIAS
Beacon Investment Advisory Services Morristown, New Jersey $2.69B AUM 35.07% 1-Year Est. Return
JMFC
J.M. Forbes & Co Boston, Massachusetts $1.27B AUM 26.46% 1-Year Est. Return
AHC
Anderson Hoagland & Co St Louis, Missouri $1.28B AUM 29.05% 1-Year Est. Return
EWA
EverSource Wealth Advisors Birmingham, Alabama $2.97B AUM 28.74% 1-Year Est. Return
GG
GenWealth Group Maplewood, New Jersey $642M AUM 20.77% 1-Year Est. Return
PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return
SPIA
Strategic Point Investment Advisors Providence, Rhode Island $767M AUM 17.58% 1-Year Est. Return

Aspect Partners's IAU Position: Q2 2026 in Review

Aspect Partners increased its iShares Gold Trust (IAU) stake by 15% in Q2 2026, buying an estimated $942K and bringing the position to 84,588 shares worth $6.39M. The position accounts for 2.38% of the portfolio, ranked #12.

Aspect Partners first reported a position in IAU in Q4 2023 and has held it in 11 quarters since. The position peaked at $6.48M in Q1 2026. 638 funds tracked by Wall St. Rank hold IAU as of Q2 2026.

  • Aspect Partners held 84,588 shares of iShares Gold Trust worth $6.39M as of Q2 2026.
  • Aspect Partners bought 11,098 iShares Gold Trust shares in Q2 2026, an estimated $942K.
  • iShares Gold Trust made up 2.38% of Aspect Partners's portfolio in Q2 2026, its #12 holding.
  • Aspect Partners first reported a position in iShares Gold Trust in Q4 2023 and has held it in 11 quarters since.
  • Aspect Partners's iShares Gold Trust position peaked at $6.48M in Q1 2026.
  • 638 funds tracked by Wall St. Rank held iShares Gold Trust as of Q2 2026.

Based on Aspect Partners's 13F filing for Q2 2026, filed 16 Jul 2026.