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

Destiny 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 Q1	$221K	Hold	2,511	–	–	0.02%	213
2025 Q4	$239K	Buy	+2,511	New	+$196K	0.03%	190
2023 Q1	–	Sell	-3,711	Closed	-$128K	–	375
2022 Q4	$128K	Hold	3,711	–	–	0.03%	211
2022 Q3	$117K	Hold	3,711	–	–	0.03%	216
2022 Q2	$127K	Hold	3,711	–	–	0.03%	220
2022 Q1	$137K	Hold	3,711	–	–	0.03%	189
2021 Q4	$129K	Hold	3,711	–	–	0.02%	213
2021 Q3	$124K	Buy	+3,711	New	+$126K	0.02%	201
2021 Q2	–	Sell	-4,132	Closed	-$134K	–	324
2021 Q1	$134K	Buy	4,132 +420	+11%	+$14.4K	0.03%	195
2020 Q4	$135K	Buy	+3,712	New	+$133K	0.03%	229

Other funds holding IAU

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

Destiny Wealth Partners's IAU Position: Q1 2026 in Review

Destiny Wealth Partners held its iShares Gold Trust (IAU) position steady in Q1 2026 at 2,511 shares worth $221K. The position accounts for 0.02% of the portfolio, ranked #213.

Destiny Wealth Partners first reported a position in IAU in Q4 2020 and has held it in 10 quarters since. The position peaked at $239K in Q4 2025. 1,960 funds tracked by Wall St. Rank hold IAU as of Q1 2026.

Destiny Wealth Partners held 2,511 shares of iShares Gold Trust worth $221K as of Q1 2026.
Destiny Wealth Partners left its iShares Gold Trust share count unchanged in Q1 2026.
iShares Gold Trust made up 0.02% of Destiny Wealth Partners's portfolio in Q1 2026, its #213 holding.
Destiny Wealth Partners first reported a position in iShares Gold Trust in Q4 2020 and has held it in 10 quarters since.
Destiny Wealth Partners's iShares Gold Trust position peaked at $239K in Q4 2025.
1,960 funds tracked by Wall St. Rank held iShares Gold Trust as of Q1 2026.

Based on Destiny Wealth Partners's 13F filing for Q1 2026, filed 11 May 2026.