CWP
IAU icon

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

Concord 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 		$14K Buy
+186
New +$15.8K ﹤0.01% 531
2026
Q1 		– Sell
-186
Closed -$15.1K – 463
2025
Q4 		$15.1K Hold
186
– – ﹤0.01% 487
2025
Q3 		$13.5K Buy
186
+155
+500% +$10.1K ﹤0.01% 500
2025
Q2 		$1.93K Hold
31
– – ﹤0.01% 721
2025
Q1 		$1.83K Hold
31
– – ﹤0.01% 683
2024
Q4 		$1.53K Sell
31
-113
-78% -$5.68K ﹤0.01% 738
2024
Q3 		$7.16K Hold
144
– – ﹤0.01% 590
2024
Q2 		$6.33K Hold
144
– – ﹤0.01% 552
2024
Q1 		$6.05K Hold
144
– – ﹤0.01% 632
2023
Q4 		$5.62K Sell
144
-1,917
-93% -$71.7K ﹤0.01% 627
2023
Q3 		$72.1K Sell
2,061
-11
-0.5% -$401 0.02% 325
2023
Q2 		$75.4K Buy
2,072
+144
+7% +$5.4K 0.02% 305
2023
Q1 		$72K Buy
1,928
+198
+11% +$7.11K 0.02% 294
2022
Q4 		$59.8K Buy
+1,730
New +$56.8K 0.02% 342
2022
Q3 		– Sell
-331
Closed -$11K – 594
2022
Q2 		$11K Hold
331
– – ﹤0.01% 669
2022
Q1 		$12K Buy
331
+144
+77% +$5.14K ﹤0.01% 735
2021
Q4 		$7K Buy
+187
New +$6.39K ﹤0.01% 871
2021
Q3 		– Sell
-610
Closed -$21K – 957
2021
Q2 		$21K Sell
610
-1,944
-76% -$67.2K 0.01% 489
2021
Q1 		$83K Sell
2,554
-30,495
-92% -$1.04M 0.03% 247
2020
Q4 		$1.2M Buy
+33,049
New +$1.18M 0.92% 16

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

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

Concord Wealth Partners opened a new position in iShares Gold Trust (IAU) in Q2 2026: 186 shares worth $14K. The stake represents ﹤0.01% of the portfolio and ranks #531 among its holdings. This is a return to the name: Concord Wealth Partners previously reported a position in IAU as recently as Q4 2025.

Concord Wealth Partners first reported a position in IAU in Q4 2020 and has held it in 20 quarters since. The position peaked at $1.2M in Q4 2020. 1,909 funds tracked by Wall St. Rank hold IAU as of Q2 2026.

  • Concord Wealth Partners held 186 shares of iShares Gold Trust worth $14K as of Q2 2026.
  • iShares Gold Trust was a new Concord Wealth Partners position in Q2 2026.
  • iShares Gold Trust made up ﹤0.01% of Concord Wealth Partners's portfolio in Q2 2026, its #531 holding.
  • Concord Wealth Partners first reported a position in iShares Gold Trust in Q4 2020 and has held it in 20 quarters since.
  • Concord Wealth Partners's iShares Gold Trust position peaked at $1.2M in Q4 2020.
  • 1,909 funds tracked by Wall St. Rank held iShares Gold Trust as of Q2 2026.

Based on Concord Wealth Partners's 13F filing for Q2 2026, filed 27 Jul 2026.