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

Gateway 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	$1.9M	Sell	25,178 -18,927	-43%	-$1.61M	0.11%	198
2026 Q1	$3.89M	Buy	44,105 +20,612	+88%	+$1.89M	0.15%	161
2025 Q4	$1.91M	Buy	23,493 +1,658	+8%	+$130K	0.21%	124
2025 Q3	$1.59M	Buy	21,835 +7,397	+51%	+$483K	0.21%	112
2025 Q2	$900K	Sell	14,438 -5,314	-27%	-$329K	0.17%	132
2025 Q1	$1.16M	Buy	19,752 +7,350	+59%	+$398K	0.26%	98
2024 Q4	$614K	Buy	12,402 +7,387	+147%	+$371K	0.16%	143
2024 Q3	$249K	Buy	+5,015	New	+$235K	0.07%	239

Other funds holding IAU

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

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

Gateway Wealth Partners reduced its iShares Gold Trust (IAU) stake by 43% in Q2 2026, selling an estimated $1.61M and leaving 25,178 shares worth $1.9M. The position accounts for 0.11% of the portfolio, ranked #198.

Gateway Wealth Partners first reported a position in IAU in Q3 2024 and has held it in 8 quarters since. The position peaked at $3.89M in Q1 2026. 1,909 funds tracked by Wall St. Rank hold IAU as of Q2 2026.

Gateway Wealth Partners held 25,178 shares of iShares Gold Trust worth $1.9M as of Q2 2026.
Gateway Wealth Partners sold 18,927 iShares Gold Trust shares in Q2 2026, an estimated $1.61M.
iShares Gold Trust made up 0.11% of Gateway Wealth Partners's portfolio in Q2 2026, its #198 holding.
Gateway Wealth Partners first reported a position in iShares Gold Trust in Q3 2024 and has held it in 8 quarters since.
Gateway Wealth Partners's iShares Gold Trust position peaked at $3.89M in Q1 2026.
1,909 funds tracked by Wall St. Rank held iShares Gold Trust as of Q2 2026.

Based on Gateway Wealth Partners's 13F filing for Q2 2026, filed 4 Aug 2026.