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

Elevation 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 		$11.9K Sell
157
-59
-27% -$5.01K ﹤0.01% 759
2026
Q1 		$19K Buy
+216
New +$19.8K 0.01% 388
2024
Q4 		– Sell
-175
Closed -$8.7K – 513
2024
Q3 		$8.7K Buy
+175
New +$8.19K ﹤0.01% 362

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

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

Elevation Wealth Partners reduced its iShares Gold Trust (IAU) stake by 27% in Q2 2026, selling an estimated $5.01K and leaving 157 shares worth $11.9K. The position accounts for ﹤0.01% of the portfolio, ranked #759.

Elevation Wealth Partners first reported a position in IAU in Q3 2024 and has held it in 3 quarters since. The position peaked at $19K in Q1 2026. 1,900 funds tracked by Wall St. Rank hold IAU as of Q2 2026.

  • Elevation Wealth Partners held 157 shares of iShares Gold Trust worth $11.9K as of Q2 2026.
  • Elevation Wealth Partners sold 59 iShares Gold Trust shares in Q2 2026, an estimated $5.01K.
  • iShares Gold Trust made up ﹤0.01% of Elevation Wealth Partners's portfolio in Q2 2026, its #759 holding.
  • Elevation Wealth Partners first reported a position in iShares Gold Trust in Q3 2024 and has held it in 3 quarters since.
  • Elevation Wealth Partners's iShares Gold Trust position peaked at $19K in Q1 2026.
  • 1,900 funds tracked by Wall St. Rank held iShares Gold Trust as of Q2 2026.

Based on Elevation Wealth Partners's 13F filing for Q2 2026, filed 8 Jul 2026.