Focus Partners Wealth
IAU icon

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

Focus Partners Wealth’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
Q1 		$93.3M Sell
1,062,868
-20,609
-2% -$1.89M 0.1% 193
2025
Q4 		$87.9M Buy
1,083,477
+588,133
+119% +$46M 0.1% 195
2025
Q3 		$36.2M Buy
495,344
+34,306
+7% +$2.24M 0.06% 274
2025
Q2 		$28.8M Buy
461,038
+120,730
+35% +$7.48M 0.06% 280
2025
Q1 		$20.1M Sell
340,308
-32,952
-9% -$1.78M 0.05% 326
2024
Q4 		$18.5M Buy
373,260
+227,240
+156% +$11.4M 0.05% 333
2024
Q3 		$7.26M Sell
146,020
-161,072
-52% -$7.54M 0.02% 473
2024
Q2 		$13.5M Buy
307,092
+202,837
+195% +$8.96M 0.05% 309
2024
Q1 		$4.38M Buy
104,255
+55,745
+115% +$2.19M 0.04% 343
2023
Q4 		$1.89M Buy
+48,510
New +$1.82M 0.02% 361

Other funds holding IAU

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
Citigroup
Citigroup New York $157B AUM 32.99% 1-Year Est. Return