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 Q2	–	Sell	-2,511	Closed	-$221K	–	568
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 $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

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

Destiny Wealth Partners sold out of iShares Gold Trust (IAU) in Q2 2026, closing a stake of 2,511 shares — an estimated $221K sold.

Destiny Wealth Partners first reported a position in IAU in Q4 2020 and held it in 10 quarters. The position peaked at $239K in Q4 2025. 1,909 funds tracked by Wall St. Rank hold IAU as of Q2 2026.

Destiny Wealth Partners reported no remaining iShares Gold Trust position as of Q2 2026 after selling out during the quarter.
Destiny Wealth Partners sold 2,511 iShares Gold Trust shares in Q2 2026, an estimated $221K.
Destiny Wealth Partners first reported a position in iShares Gold Trust in Q4 2020 and held it in 10 quarters.
Destiny Wealth Partners's iShares Gold Trust position peaked at $239K in Q4 2025.
1,909 funds tracked by Wall St. Rank held iShares Gold Trust as of Q2 2026.

Based on Destiny Wealth Partners's 13F filing for Q2 2026, filed 7 Aug 2026.