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Clarion Wealth Managment Partners’s iShares Gold Trust IAU Stock Holding History

Clarion Wealth Managment 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 		$1.21M Sell
16,075
-113
-0.7% -$9.59K 0.98% 25
2026
Q1 		$1.43M Sell
16,188
-1,490
-8% -$137K 1.29% 19
2025
Q4 		$1.43M Sell
17,678
-465
-3% -$36.4K 1.33% 18
2025
Q3 		$1.32M Buy
18,143
+240
+1% +$15.7K 1.3% 19
2025
Q2 		$1.12M Buy
+17,903
New +$1.11M 1.22% 23

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

Clarion Wealth Managment Partners's IAU Position: Q2 2026 in Review

Clarion Wealth Managment Partners reduced its iShares Gold Trust (IAU) stake by 0.7% in Q2 2026, selling an estimated $9.59K and leaving 16,075 shares worth $1.21M. The position accounts for 0.98% of the portfolio, ranked #25.

Clarion Wealth Managment Partners first reported a position in IAU in Q2 2025 and has held it in 5 quarters since. The position peaked at $1.43M in Q4 2025. 1,909 funds tracked by Wall St. Rank hold IAU as of Q2 2026.

  • Clarion Wealth Managment Partners held 16,075 shares of iShares Gold Trust worth $1.21M as of Q2 2026.
  • Clarion Wealth Managment Partners sold 113 iShares Gold Trust shares in Q2 2026, an estimated $9.59K.
  • iShares Gold Trust made up 0.98% of Clarion Wealth Managment Partners's portfolio in Q2 2026, its #25 holding.
  • Clarion Wealth Managment Partners first reported a position in iShares Gold Trust in Q2 2025 and has held it in 5 quarters since.
  • Clarion Wealth Managment Partners's iShares Gold Trust position peaked at $1.43M in Q4 2025.
  • 1,909 funds tracked by Wall St. Rank held iShares Gold Trust as of Q2 2026.

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