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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
Q3 		$16.4K Buy
210
+53
+34% +$4.25K ﹤0.01% 742
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

PSU
Pennsylvania State University University Park, Pennsylvania $252M AUM 13.5% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
GBT
Grove Bank & Trust Miami, Florida $1.01B AUM 19.76% 1-Year Est. Return
SFGP
Stonebridge Financial Group (Pennsylvania) Wormleysburg, Pennsylvania $1.36B AUM 14.31% 1-Year Est. Return
SC
Sapient Capital Indianapolis, Indiana $7.44B AUM 23.27% 1-Year Est. Return
AWM
Avaii Wealth Management Appleton, Wisconsin $348M AUM 25.11% 1-Year Est. Return
GWSA
Global Wealth Strategies & Associates Denver, Colorado $546M AUM 14.96% 1-Year Est. Return
DRS
Deane Retirement Strategies New Orleans, Louisiana $244M AUM 18.26% 1-Year Est. Return
SCP
Silverleafe Capital Partners Germantown, Tennessee $351M AUM 24.63% 1-Year Est. Return
TCM
Towneley Capital Management Laguna Hills, California $505M AUM 9.93% 1-Year Est. Return

Elevation Wealth Partners's IAU Position: Q3 2026 in Review

Elevation Wealth Partners increased its iShares Gold Trust (IAU) stake by 34% in Q3 2026, buying an estimated $4.25K and bringing the position to 210 shares worth $16.4K. The position accounts for ﹤0.01% of the portfolio, ranked #742.

Elevation Wealth Partners first reported a position in IAU in Q3 2024 and has held it in 4 quarters since. The position peaked at $19K in Q1 2026. 98 funds tracked by Wall St. Rank hold IAU as of Q3 2026.

  • Elevation Wealth Partners held 210 shares of iShares Gold Trust worth $16.4K as of Q3 2026.
  • Elevation Wealth Partners bought 53 iShares Gold Trust shares in Q3 2026, an estimated $4.25K.
  • iShares Gold Trust made up ﹤0.01% of Elevation Wealth Partners's portfolio in Q3 2026, its #742 holding.
  • Elevation Wealth Partners first reported a position in iShares Gold Trust in Q3 2024 and has held it in 4 quarters since.
  • Elevation Wealth Partners's iShares Gold Trust position peaked at $19K in Q1 2026.
  • 98 funds tracked by Wall St. Rank held iShares Gold Trust as of Q3 2026.

Based on Elevation Wealth Partners's 13F filing for Q3 2026, filed 7 Oct 2026.