Firethorn Wealth Partners
IAU icon

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
Q3 		$700K Sell
8,963
-556
-6% -$44.6K 0.22% 89
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

Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return
WealthNavi Inc
WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $12.9B AUM 11.73% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $192B AUM 13.66% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return

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

Firethorn Wealth Partners reduced its iShares Gold Trust (IAU) stake by 5.8% in Q3 2026, selling an estimated $44.6K and leaving 8,963 shares worth $700K. The position accounts for 0.22% of the portfolio, ranked #89.

Firethorn Wealth Partners first reported a position in IAU in Q4 2020 and has held it in 11 quarters since. The position peaked at $1.19M in Q4 2025. 1,749 funds tracked by Wall St. Rank hold IAU as of Q3 2026.

  • Firethorn Wealth Partners held 8,963 shares of iShares Gold Trust worth $700K as of Q3 2026.
  • Firethorn Wealth Partners sold 556 iShares Gold Trust shares in Q3 2026, an estimated $44.6K.
  • iShares Gold Trust made up 0.22% of Firethorn Wealth Partners's portfolio in Q3 2026, its #89 holding.
  • Firethorn Wealth Partners first reported a position in iShares Gold Trust in Q4 2020 and has held it in 11 quarters since.
  • Firethorn Wealth Partners's iShares Gold Trust position peaked at $1.19M in Q4 2025.
  • 1,749 funds tracked by Wall St. Rank held iShares Gold Trust as of Q3 2026.

Based on Firethorn Wealth Partners's 13F filing for Q3 2026, filed 14 Oct 2026.