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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
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
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 $666B 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 $530B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B 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 $5.72T AUM 30.48% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return

Gateway Wealth Partners's IAU Position: Q1 2026 in Review

Gateway Wealth Partners increased its iShares Gold Trust (IAU) stake by 88% in Q1 2026, buying an estimated $1.89M and bringing the position to 44,105 shares worth $3.89M. The position accounts for 0.15% of the portfolio, ranked #161.

Gateway Wealth Partners first reported a position in IAU in Q3 2024 and has held it in 7 quarters since. 1,960 funds tracked by Wall St. Rank hold IAU as of Q1 2026.

  • Gateway Wealth Partners held 44,105 shares of iShares Gold Trust worth $3.89M as of Q1 2026.
  • Gateway Wealth Partners bought 20,612 iShares Gold Trust shares in Q1 2026, an estimated $1.89M.
  • iShares Gold Trust made up 0.15% of Gateway Wealth Partners's portfolio in Q1 2026, its #161 holding.
  • Gateway Wealth Partners first reported a position in iShares Gold Trust in Q3 2024 and has held it in 7 quarters since.
  • 1,960 funds tracked by Wall St. Rank held iShares Gold Trust as of Q1 2026.

Based on Gateway Wealth Partners's 13F filing for Q1 2026, filed 15 May 2026.