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

Curated 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 		– Sell
-16,522
Closed -$1.46M – 861
2026
Q1 		$1.46M Hold
16,522
– – 0.18% 40
2025
Q4 		$1.34M Buy
16,522
+164
+1% +$12.8K 0.14% 52
2025
Q3 		$1.19M Buy
+16,358
New +$1.07M 0.14% 51

Other funds holding IAU

WI
WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $12.8B AUM 19.73% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return
AL
Arnhold LLC New York $1.43B AUM 59.3% 1-Year Est. Return
ET
Equitable Trust Nashville, Tennessee $2.4B AUM 30.76% 1-Year Est. Return
BIAS
Beacon Investment Advisory Services Morristown, New Jersey $2.69B AUM 35.07% 1-Year Est. Return
JMFC
J.M. Forbes & Co Boston, Massachusetts $1.27B AUM 26.46% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return
TWM
Tanglewood Wealth Management Houston, Texas $1.18B AUM 21.17% 1-Year Est. Return
AHC
Anderson Hoagland & Co St Louis, Missouri $1.28B AUM 29.05% 1-Year Est. Return
NCM
Narwhal Capital Management Marietta, Georgia $1.45B AUM 28.39% 1-Year Est. Return

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

Curated Wealth Partners sold out of iShares Gold Trust (IAU) in Q2 2026, closing a stake of 16,522 shares — an estimated $1.46M sold.

Curated Wealth Partners first reported a position in IAU in Q3 2025 and held it in 3 quarters. The position peaked at $1.46M in Q1 2026. 747 funds tracked by Wall St. Rank hold IAU as of Q2 2026.

  • Curated Wealth Partners reported no remaining iShares Gold Trust position as of Q2 2026 after selling out during the quarter.
  • Curated Wealth Partners sold 16,522 iShares Gold Trust shares in Q2 2026, an estimated $1.46M.
  • Curated Wealth Partners first reported a position in iShares Gold Trust in Q3 2025 and held it in 3 quarters.
  • Curated Wealth Partners's iShares Gold Trust position peaked at $1.46M in Q1 2026.
  • 747 funds tracked by Wall St. Rank held iShares Gold Trust as of Q2 2026.

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