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Focus Partners Advisor Solutions’s iShares Gold Trust IAU Stock Holding History

Focus Partners Advisor Solutions’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 		$5.58M Buy
73,909
+420
+0.6% +$35.7K 0.05% 174
2026
Q1 		$6.48M Buy
73,489
+22,049
+43% +$2.02M 0.07% 141
2025
Q4 		$4.18M Sell
51,440
-64,174
-56% -$5.02M 0.05% 174
2025
Q3 		$8.9M Buy
115,614
+34,698
+43% +$2.26M 0.1% 108
2025
Q2 		$5.05M Buy
80,916
+3,208
+4% +$199K 0.07% 144
2025
Q1 		$4.58M Buy
77,708
+53,704
+224% +$2.91M 0.07% 143
2024
Q4 		$1.19M Sell
24,004
-5,715
-19% -$287K 0.02% 305
2024
Q3 		$1.48M Buy
29,719
+22,583
+316% +$1.06M 0.03% 224
2024
Q2 		$313K Buy
7,136
+907
+15% +$40.1K 0.01% 474
2024
Q1 		$262K Sell
6,229
-6,524
-51% -$256K 0.01% 497
2023
Q4 		$498K Buy
12,753
+740
+6% +$27.7K 0.02% 256
2023
Q3 		$420K Buy
12,013
+841
+8% +$30.7K 0.02% 290
2023
Q2 		$407K Sell
11,172
-1,475
-12% -$55.3K 0.02% 246
2023
Q1 		$473K Sell
12,647
-306
-2% -$11K 0.03% 208
2022
Q4 		$448K Buy
12,953
+382
+3% +$12.5K 0.03% 207
2022
Q3 		$396K Sell
12,571
-727
-5% -$23.8K 0.02% 254
2022
Q2 		$456K Buy
13,298
+887
+7% +$31.6K 0.04% 197
2022
Q1 		$458K Buy
+12,411
New +$443K 0.05% 185

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

Focus Partners Advisor Solutions's IAU Position: Q2 2026 in Review

Focus Partners Advisor Solutions increased its iShares Gold Trust (IAU) stake by 0.57% in Q2 2026, buying an estimated $35.7K and bringing the position to 73,909 shares worth $5.58M. The position accounts for 0.05% of the portfolio, ranked #174.

Focus Partners Advisor Solutions first reported a position in IAU in Q1 2022 and has held it in 18 quarters since. The position peaked at $8.9M in Q3 2025. 1,901 funds tracked by Wall St. Rank hold IAU as of Q2 2026.

  • Focus Partners Advisor Solutions held 73,909 shares of iShares Gold Trust worth $5.58M as of Q2 2026.
  • Focus Partners Advisor Solutions bought 420 iShares Gold Trust shares in Q2 2026, an estimated $35.7K.
  • iShares Gold Trust made up 0.05% of Focus Partners Advisor Solutions's portfolio in Q2 2026, its #174 holding.
  • Focus Partners Advisor Solutions first reported a position in iShares Gold Trust in Q1 2022 and has held it in 18 quarters since.
  • Focus Partners Advisor Solutions's iShares Gold Trust position peaked at $8.9M in Q3 2025.
  • 1,901 funds tracked by Wall St. Rank held iShares Gold Trust as of Q2 2026.

Based on Focus Partners Advisor Solutions's 13F filing for Q2 2026, filed 6 Aug 2026.