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Gen-Wealth Partners’s iShares Gold Trust IAU Stock Holding History

Gen-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 		$298K Sell
3,385
-1,459
-30% -$134K 0.09% 208
2025
Q4 		$393K Buy
4,844
+832
+21% +$65.1K 0.13% 171
2025
Q3 		$292K Buy
4,012
+422
+12% +$27.5K 0.1% 206
2025
Q2 		$224K Buy
3,590
+204
+6% +$12.6K 0.09% 208
2025
Q1 		$200K Buy
3,386
+713
+27% +$38.6K 0.08% 209
2024
Q4 		$132K Buy
2,673
+4
+0.1% +$201 0.06% 250
2024
Q3 		$141K Sell
2,669
-2,373
-47% -$111K 0.06% 252
2024
Q2 		$222K Sell
5,042
-2,808
-36% -$124K 0.11% 192
2024
Q1 		$330K Buy
+7,850
New +$308K 0.16% 141

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

Gen-Wealth Partners's IAU Position: Q1 2026 in Review

Gen-Wealth Partners reduced its iShares Gold Trust (IAU) stake by 30% in Q1 2026, selling an estimated $134K and leaving 3,385 shares worth $298K. The position accounts for 0.09% of the portfolio, ranked #208.

Gen-Wealth Partners first reported a position in IAU in Q1 2024 and has held it in 9 quarters since. The position peaked at $393K in Q4 2025. 1,960 funds tracked by Wall St. Rank hold IAU as of Q1 2026.

  • Gen-Wealth Partners held 3,385 shares of iShares Gold Trust worth $298K as of Q1 2026.
  • Gen-Wealth Partners sold 1,459 iShares Gold Trust shares in Q1 2026, an estimated $134K.
  • iShares Gold Trust made up 0.09% of Gen-Wealth Partners's portfolio in Q1 2026, its #208 holding.
  • Gen-Wealth Partners first reported a position in iShares Gold Trust in Q1 2024 and has held it in 9 quarters since.
  • Gen-Wealth Partners's iShares Gold Trust position peaked at $393K in Q4 2025.
  • 1,960 funds tracked by Wall St. Rank held iShares Gold Trust as of Q1 2026.

Based on Gen-Wealth Partners's 13F filing for Q1 2026, filed 8 May 2026.