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
Q2 		$78.4M Sell
1,038,795
-24,073
-2% -$2.04M 0.08% 236
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 $1.55T 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 Wealth's IAU Position: Q2 2026 in Review

Focus Partners Wealth reduced its iShares Gold Trust (IAU) stake by 2.3% in Q2 2026, selling an estimated $2.04M and leaving 1,038,795 shares worth $78.4M. The position accounts for 0.08% of the portfolio, ranked #236.

Focus Partners Wealth first reported a position in IAU in Q4 2023 and has held it in 11 quarters since. The position peaked at $93.3M in Q1 2026. 1,909 funds tracked by Wall St. Rank hold IAU as of Q2 2026.

  • Focus Partners Wealth held 1,038,795 shares of iShares Gold Trust worth $78.4M as of Q2 2026.
  • Focus Partners Wealth sold 24,073 iShares Gold Trust shares in Q2 2026, an estimated $2.04M.
  • iShares Gold Trust made up 0.08% of Focus Partners Wealth's portfolio in Q2 2026, its #236 holding.
  • Focus Partners Wealth first reported a position in iShares Gold Trust in Q4 2023 and has held it in 11 quarters since.
  • Focus Partners Wealth's iShares Gold Trust position peaked at $93.3M in Q1 2026.
  • 1,909 funds tracked by Wall St. Rank held iShares Gold Trust as of Q2 2026.

Based on Focus Partners Wealth's 13F filing for Q2 2026, filed 12 Aug 2026.