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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
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 $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return

Clarion Wealth Managment Partners's IAU Position: Q1 2026 in Review

Clarion Wealth Managment Partners reduced its iShares Gold Trust (IAU) stake by 8.4% in Q1 2026, selling an estimated $137K and leaving 16,188 shares worth $1.43M. The position accounts for 1.29% of the portfolio, ranked #19.

Clarion Wealth Managment Partners first reported a position in IAU in Q2 2025 and has held it in 4 quarters since. The position peaked at $1.43M in Q4 2025. 1,960 funds tracked by Wall St. Rank hold IAU as of Q1 2026.

  • Clarion Wealth Managment Partners held 16,188 shares of iShares Gold Trust worth $1.43M as of Q1 2026.
  • Clarion Wealth Managment Partners sold 1,490 iShares Gold Trust shares in Q1 2026, an estimated $137K.
  • iShares Gold Trust made up 1.29% of Clarion Wealth Managment Partners's portfolio in Q1 2026, its #19 holding.
  • Clarion Wealth Managment Partners first reported a position in iShares Gold Trust in Q2 2025 and has held it in 4 quarters since.
  • Clarion Wealth Managment Partners's iShares Gold Trust position peaked at $1.43M in Q4 2025.
  • 1,960 funds tracked by Wall St. Rank held iShares Gold Trust as of Q1 2026.

Based on Clarion Wealth Managment Partners's 13F filing for Q1 2026, filed 8 May 2026.