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

Balboa 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 		– Sell
-3,648
Closed -$322K – 487
2026
Q1 		$322K Buy
3,648
+15
+0.4% +$1.38K 0.05% 291
2025
Q4 		$295K Buy
+3,633
New +$284K 0.05% 297
2025
Q2 		– Sell
-4,411
Closed -$260K – 391
2025
Q1 		$260K Buy
+4,411
New +$239K 0.06% 220
2024
Q4 		– Sell
-7,594
Closed -$377K – 362
2024
Q3 		$377K Buy
7,594
+489
+7% +$22.9K 0.09% 166
2024
Q2 		$312K Buy
+7,105
New +$314K 0.08% 185

Other funds holding IAU

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

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

Balboa Wealth Partners sold out of iShares Gold Trust (IAU) in Q2 2026, closing a stake of 3,648 shares — an estimated $322K sold.

Balboa Wealth Partners first reported a position in IAU in Q2 2024 and held it in 5 quarters. The position peaked at $377K in Q3 2024. 1,901 funds tracked by Wall St. Rank hold IAU as of Q2 2026.

  • Balboa Wealth Partners reported no remaining iShares Gold Trust position as of Q2 2026 after selling out during the quarter.
  • Balboa Wealth Partners sold 3,648 iShares Gold Trust shares in Q2 2026, an estimated $322K.
  • Balboa Wealth Partners first reported a position in iShares Gold Trust in Q2 2024 and held it in 5 quarters.
  • Balboa Wealth Partners's iShares Gold Trust position peaked at $377K in Q3 2024.
  • 1,901 funds tracked by Wall St. Rank held iShares Gold Trust as of Q2 2026.

Based on Balboa Wealth Partners's 13F filing for Q2 2026, filed 10 Aug 2026.