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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
Q2 		$262K Buy
3,476
+91
+3% +$7.72K 0.07% 218
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 $1.55T 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

Gen-Wealth Partners's IAU Position: Q2 2026 in Review

Gen-Wealth Partners increased its iShares Gold Trust (IAU) stake by 2.7% in Q2 2026, buying an estimated $7.72K and bringing the position to 3,476 shares worth $262K. The position accounts for 0.07% of the portfolio, ranked #218.

Gen-Wealth Partners first reported a position in IAU in Q1 2024 and has held it in 10 quarters since. The position peaked at $393K in Q4 2025. 1,909 funds tracked by Wall St. Rank hold IAU as of Q2 2026.

  • Gen-Wealth Partners held 3,476 shares of iShares Gold Trust worth $262K as of Q2 2026.
  • Gen-Wealth Partners bought 91 iShares Gold Trust shares in Q2 2026, an estimated $7.72K.
  • iShares Gold Trust made up 0.07% of Gen-Wealth Partners's portfolio in Q2 2026, its #218 holding.
  • Gen-Wealth Partners first reported a position in iShares Gold Trust in Q1 2024 and has held it in 10 quarters since.
  • Gen-Wealth Partners's iShares Gold Trust position peaked at $393K in Q4 2025.
  • 1,909 funds tracked by Wall St. Rank held iShares Gold Trust as of Q2 2026.

Based on Gen-Wealth Partners's 13F filing for Q2 2026, filed 10 Aug 2026.