Concord Wealth Partners
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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
Q3 		$14.5K Hold
186
– – ﹤0.01% 507
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 		$1.54K 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

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return
WealthNavi Inc
WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $12.9B AUM 11.73% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.6B AUM 20.91% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $106B AUM 21.33% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return

Concord Wealth Partners's IAU Position: Q3 2026 in Review

Concord Wealth Partners held its iShares Gold Trust (IAU) position steady in Q3 2026 at 186 shares worth $14.5K. The position accounts for ﹤0.01% of the portfolio, ranked #507.

Concord Wealth Partners first reported a position in IAU in Q4 2020 and has held it in 21 quarters since. The position peaked at $1.2M in Q4 2020. 1,390 funds tracked by Wall St. Rank hold IAU as of Q3 2026.

  • Concord Wealth Partners held 186 shares of iShares Gold Trust worth $14.5K as of Q3 2026.
  • Concord Wealth Partners left its iShares Gold Trust share count unchanged in Q3 2026.
  • iShares Gold Trust made up ﹤0.01% of Concord Wealth Partners's portfolio in Q3 2026, its #507 holding.
  • Concord Wealth Partners first reported a position in iShares Gold Trust in Q4 2020 and has held it in 21 quarters since.
  • Concord Wealth Partners's iShares Gold Trust position peaked at $1.2M in Q4 2020.
  • 1,390 funds tracked by Wall St. Rank held iShares Gold Trust as of Q3 2026.

Based on Concord Wealth Partners's 13F filing for Q3 2026, filed 2 Nov 2026.