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Financial Partners Group (Kansas)’s iShares Gold Trust IAU Stock Holding History

Financial Partners Group (Kansas)’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 		$568K Sell
7,522
-441
-6% -$37.4K 0.06% 142
2026
Q1 		$702K Buy
7,963
+1,250
+19% +$115K 0.08% 117
2025
Q4 		$612K Buy
6,713
+3,003
+81% +$235K 0.07% 124
2025
Q3 		$270K Sell
3,710
-147
-4% -$9.59K 0.03% 186
2025
Q2 		$241K Hold
3,857
– – 0.03% 181
2025
Q1 		$227K Buy
+3,857
New +$209K 0.04% 174

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

Financial Partners Group (Kansas)'s IAU Position: Q2 2026 in Review

Financial Partners Group (Kansas) reduced its iShares Gold Trust (IAU) stake by 5.5% in Q2 2026, selling an estimated $37.4K and leaving 7,522 shares worth $568K. The position accounts for 0.06% of the portfolio, ranked #142.

Financial Partners Group (Kansas) first reported a position in IAU in Q1 2025 and has held it in 6 quarters since. The position peaked at $702K in Q1 2026. 1,901 funds tracked by Wall St. Rank hold IAU as of Q2 2026.

  • Financial Partners Group (Kansas) held 7,522 shares of iShares Gold Trust worth $568K as of Q2 2026.
  • Financial Partners Group (Kansas) sold 441 iShares Gold Trust shares in Q2 2026, an estimated $37.4K.
  • iShares Gold Trust made up 0.06% of Financial Partners Group (Kansas)'s portfolio in Q2 2026, its #142 holding.
  • Financial Partners Group (Kansas) first reported a position in iShares Gold Trust in Q1 2025 and has held it in 6 quarters since.
  • Financial Partners Group (Kansas)'s iShares Gold Trust position peaked at $702K in Q1 2026.
  • 1,901 funds tracked by Wall St. Rank held iShares Gold Trust as of Q2 2026.

Based on Financial Partners Group (Kansas)'s 13F filing for Q2 2026, filed 23 Jul 2026.