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

BSW 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 		$10.8M Sell
143,524
-10,030
-7% -$851K 1.21% 17
2026
Q1 		$13.5M Sell
153,554
-693
-0.4% -$63.6K 1.65% 13
2025
Q4 		$12.5M Sell
154,247
-85
-0.1% -$6.65K 1.5% 14
2025
Q3 		$11.2M Buy
154,332
+903
+0.6% +$58.9K 1.4% 15
2025
Q2 		$9.57M Buy
153,429
+3,650
+2% +$226K 1.31% 15
2025
Q1 		$8.83M Buy
149,779
+6,050
+4% +$327K 1.34% 13
2024
Q4 		$7.12M Buy
143,729
+4,761
+3% +$239K 1.04% 18
2024
Q3 		$6.91M Sell
138,968
-9,244
-6% -$433K 1.04% 17
2024
Q2 		$6.51M Sell
148,212
-6,413
-4% -$283K 1.07% 17
2024
Q1 		$6.5M Buy
154,625
+9
+0% +$353 1.1% 20
2023
Q4 		$6.03M Sell
154,616
-6,721
-4% -$251K 1.2% 17
2023
Q3 		$5.65M Buy
161,337
+384
+0.2% +$14K 1.26% 16
2023
Q2 		$5.86M Sell
160,953
-1,230
-0.8% -$46.1K 1.22% 17
2023
Q1 		$6.06M Sell
162,183
-19,969
-11% -$717K 1.24% 15
2022
Q4 		$6.3M Sell
182,152
-1,102
-0.6% -$36.2K 1.35% 16
2022
Q3 		$5.78M Buy
183,254
+3,946
+2% +$129K 1.42% 13
2022
Q2 		$6.15M Sell
179,308
-19,366
-10% -$689K 1.47% 12
2022
Q1 		$7.32M Buy
198,674
+3,000
+2% +$107K 1.85% 11
2021
Q4 		$6.81M Buy
195,674
+6,177
+3% +$211K 1.71% 11
2021
Q3 		$6.33M Buy
189,497
+3,120
+2% +$106K 1.77% 10
2021
Q2 		$6.28M Buy
186,377
+19,081
+11% +$660K 1.73% 10
2021
Q1 		$5.44M Buy
167,296
+8,758
+6% +$299K 1.57% 10
2020
Q4 		$5.75M Sell
158,538
-4,384
-3% -$157K 1.77% 11
2020
Q3 		$5.86M Sell
162,922
-20,441
-11% -$746K 2.2% 10
2020
Q2 		$6.23M Sell
183,363
-1,325
-0.7% -$43.4K 2.09% 12
2020
Q1 		$5.57M Sell
184,688
-31,942
-15% -$966K 2.31% 12
2019
Q4 		$6.28M Buy
216,630
+5,687
+3% +$161K 2.14% 11
2019
Q3 		$5.95M Sell
210,943
-431
-0.2% -$12.2K 2.29% 14
2019
Q2 		$5.71M Buy
211,374
+383
+0.2% +$9.6K 2.16% 12
2019
Q1 		$5.22M Buy
210,991
+31,509
+18% +$787K 2.07% 14
2018
Q4 		$4.41M Buy
179,482
+28,818
+19% +$678K 1.67% 18
2018
Q3 		$3.44M Buy
150,664
+51,274
+52% +$1.19M 1.31% 15
2018
Q2 		$2.39M Buy
99,390
+5,452
+6% +$137K 1.03% 17
2018
Q1 		$2.39M Buy
93,938
+9,746
+12% +$249K 1.07% 15
2017
Q4 		$2.11M Sell
84,192
-48,996
-37% -$1.2M 0.88% 15
2017
Q3 		$3.28M Buy
133,188
+8,327
+7% +$205K 1.43% 14
2017
Q2 		$2.98M Buy
124,861
+7,967
+7% +$193K 1.36% 14
2017
Q1 		$2.81M Buy
116,894
+26,673
+30% +$627K 1.39% 13
2016
Q4 		$2M Buy
90,221
+88,801
+6,254% +$2.08M 1.04% 13
2016
Q3 		$224K Sell
1,420
-119,317
-99% -$3.07M 7.73% 3
2016
Q2 		$3.08M Buy
120,737
+65
+0.1% +$1.58K 1.69% 11
2016
Q1 		$2.87M Sell
120,672
-4,822
-4% -$110K 1.61% 11
2015
Q4 		$2.57M Sell
125,494
-931
-0.7% -$19.9K 1.28% 14
2015
Q3 		$2.73M Buy
126,425
+3,673
+3% +$79.8K 1.63% 11
2015
Q2 		$2.78M Buy
122,752
+2,959
+2% +$68.3K 1.77% 9
2015
Q1 		$2.74M Sell
119,793
-3,496
-3% -$82.4K 1.74% 9
2014
Q4 		$2.82M Sell
123,289
-8,100
-6% -$188K 2.28% 9
2014
Q3 		$3.08M Buy
131,389
+5,744
+5% +$143K 2.41% 8
2014
Q2 		$3.24M Buy
125,645
+3,029
+2% +$75.7K 2.55% 8
2014
Q1 		$3.05M Buy
122,616
+726
+0.6% +$18.2K 2.47% 8
2013
Q4 		$2.85M Buy
121,890
+9,589
+9% +$237K 2.27% 10
2013
Q3 		$2.9M Sell
112,301
-93,588
-45% -$2.42M 2.52% 9
2013
Q2 		$4.94M Buy
+205,889
New +$5.67M 4.34% 6

Other funds holding IAU

BIAS
Beacon Investment Advisory Services Morristown, New Jersey $2.69B AUM 35.07% 1-Year Est. Return
AHC
Anderson Hoagland & Co St Louis, Missouri $1.28B AUM 29.05% 1-Year Est. Return
GG
GenWealth Group Maplewood, New Jersey $642M AUM 20.77% 1-Year Est. Return
SPIA
Strategic Point Investment Advisors Providence, Rhode Island $767M AUM 17.58% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
CWM
Chemistry Wealth Management New York $625M AUM 19.32% 1-Year Est. Return
MSWM
Mader & Shannon Wealth Management Kansas City, Missouri $214M AUM 23.75% 1-Year Est. Return
CCG
Chatham Capital Group Savannah, Georgia $783M AUM 31.99% 1-Year Est. Return
BWP
Baldwin Wealth Partners Marion, Massachusetts $1.53B AUM 28.5% 1-Year Est. Return

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

BSW Wealth Partners reduced its iShares Gold Trust (IAU) stake by 6.5% in Q2 2026, selling an estimated $851K and leaving 143,524 shares worth $10.8M. The position accounts for 1.21% of the portfolio, ranked #17.

BSW Wealth Partners first reported a position in IAU in Q2 2013 and has held it in 53 quarters since. The position peaked at $13.5M in Q1 2026. 348 funds tracked by Wall St. Rank hold IAU as of Q2 2026.

  • BSW Wealth Partners held 143,524 shares of iShares Gold Trust worth $10.8M as of Q2 2026.
  • BSW Wealth Partners sold 10,030 iShares Gold Trust shares in Q2 2026, an estimated $851K.
  • iShares Gold Trust made up 1.21% of BSW Wealth Partners's portfolio in Q2 2026, its #17 holding.
  • BSW Wealth Partners first reported a position in iShares Gold Trust in Q2 2013 and has held it in 53 quarters since.
  • BSW Wealth Partners's iShares Gold Trust position peaked at $13.5M in Q1 2026.
  • 348 funds tracked by Wall St. Rank held iShares Gold Trust as of Q2 2026.

Based on BSW Wealth Partners's 13F filing for Q2 2026, filed 15 Jul 2026.