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Avid Wealth Partners’s iShares Gold Trust IAU Stock Holding History

Avid Wealth 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 		$777K Buy
+10,296
New +$874K 0.38% 34

Other funds holding IAU

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
WI
WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $12.8B AUM 19.73% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
EAM
Erste Asset Management Vienna, Austria $12.9B AUM 52.69% 1-Year Est. Return
AL
Arnhold LLC New York $1.43B AUM 59.3% 1-Year Est. Return
ET
Equitable Trust Nashville, Tennessee $2.4B AUM 30.76% 1-Year Est. Return

Avid Wealth Partners's IAU Position: Q2 2026 in Review

Avid Wealth Partners opened a new position in iShares Gold Trust (IAU) in Q2 2026: 10,296 shares worth $777K. The stake represents 0.38% of the portfolio and ranks #34 among its holdings.

1,118 funds tracked by Wall St. Rank hold IAU as of Q2 2026.

  • Avid Wealth Partners held 10,296 shares of iShares Gold Trust worth $777K as of Q2 2026.
  • iShares Gold Trust was a new Avid Wealth Partners position in Q2 2026.
  • iShares Gold Trust made up 0.38% of Avid Wealth Partners's portfolio in Q2 2026, its #34 holding.
  • 1,118 funds tracked by Wall St. Rank held iShares Gold Trust as of Q2 2026.

Based on Avid Wealth Partners's 13F filing for Q2 2026, filed 3 Aug 2026.