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

Daymark 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 		$481K Buy
6,375
+29
+0.5% +$2.46K 0.01% 498
2026
Q1 		$559K Buy
6,346
+275
+5% +$25.2K 0.02% 396
2025
Q4 		$493K Buy
6,071
+783
+15% +$61.2K 0.02% 398
2025
Q3 		$385K Buy
+5,288
New +$345K 0.01% 432
2023
Q3 		– Sell
-6,075
Closed -$221K – 395
2023
Q2 		$221K Buy
+6,075
New +$228K 0.02% 341

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

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

Daymark Wealth Partners increased its iShares Gold Trust (IAU) stake by 0.46% in Q2 2026, buying an estimated $2.46K and bringing the position to 6,375 shares worth $481K. The position accounts for 0.01% of the portfolio, ranked #498.

Daymark Wealth Partners first reported a position in IAU in Q2 2023 and has held it in 5 quarters since. The position peaked at $559K in Q1 2026. 1,901 funds tracked by Wall St. Rank hold IAU as of Q2 2026.

  • Daymark Wealth Partners held 6,375 shares of iShares Gold Trust worth $481K as of Q2 2026.
  • Daymark Wealth Partners bought 29 iShares Gold Trust shares in Q2 2026, an estimated $2.46K.
  • iShares Gold Trust made up 0.01% of Daymark Wealth Partners's portfolio in Q2 2026, its #498 holding.
  • Daymark Wealth Partners first reported a position in iShares Gold Trust in Q2 2023 and has held it in 5 quarters since.
  • Daymark Wealth Partners's iShares Gold Trust position peaked at $559K in Q1 2026.
  • 1,901 funds tracked by Wall St. Rank held iShares Gold Trust as of Q2 2026.

Based on Daymark Wealth Partners's 13F filing for Q2 2026, filed 31 Jul 2026.