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

Firethorn 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 		$719K Sell
9,519
-2,172
-19% -$184K 0.23% 86
2026
Q1 		$1.03M Sell
11,691
-3,016
-21% -$277K 0.38% 65
2025
Q4 		$1.19M Buy
14,707
+1,779
+14% +$139K 0.45% 51
2025
Q3 		$941K Buy
12,928
+3,184
+33% +$208K 0.37% 68
2025
Q2 		$608K Sell
9,744
-1,919
-16% -$119K 0.26% 82
2025
Q1 		$688K Buy
11,663
+4,577
+65% +$248K 0.33% 74
2024
Q4 		$351K Buy
7,086
+2,698
+61% +$136K 0.17% 102
2024
Q3 		$218K Buy
+4,388
New +$205K 0.11% 136
2021
Q2 		– Sell
-6,240
Closed -$203K – 134
2021
Q1 		$203K Buy
6,240
+310
+5% +$10.6K 0.19% 120
2020
Q4 		$215K Buy
+5,930
New +$212K 0.23% 92

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

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

Firethorn Wealth Partners reduced its iShares Gold Trust (IAU) stake by 19% in Q2 2026, selling an estimated $184K and leaving 9,519 shares worth $719K. The position accounts for 0.23% of the portfolio, ranked #86.

Firethorn Wealth Partners first reported a position in IAU in Q4 2020 and has held it in 10 quarters since. The position peaked at $1.19M in Q4 2025. 1,911 funds tracked by Wall St. Rank hold IAU as of Q2 2026.

  • Firethorn Wealth Partners held 9,519 shares of iShares Gold Trust worth $719K as of Q2 2026.
  • Firethorn Wealth Partners sold 2,172 iShares Gold Trust shares in Q2 2026, an estimated $184K.
  • iShares Gold Trust made up 0.23% of Firethorn Wealth Partners's portfolio in Q2 2026, its #86 holding.
  • Firethorn Wealth Partners first reported a position in iShares Gold Trust in Q4 2020 and has held it in 10 quarters since.
  • Firethorn Wealth Partners's iShares Gold Trust position peaked at $1.19M in Q4 2025.
  • 1,911 funds tracked by Wall St. Rank held iShares Gold Trust as of Q2 2026.

Based on Firethorn Wealth Partners's 13F filing for Q2 2026, filed 15 Jul 2026.