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 Q3	$275K	Buy	3,516 +40	+1%	+$3.21K	0.08%	176
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

Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return

Citigroup New York $308B AUM 40.94% 1-Year Est. Return

WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $12.9B AUM 11.73% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $192B AUM 13.66% 1-Year Est. Return

JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return

Gen-Wealth Partners's IAU Position: Q3 2026 in Review

Gen-Wealth Partners increased its iShares Gold Trust (IAU) stake by 1.2% in Q3 2026, buying an estimated $3.21K and bringing the position to 3,516 shares worth $275K. The position accounts for 0.08% of the portfolio, ranked #176.

Gen-Wealth Partners first reported a position in IAU in Q1 2024 and has held it in 11 quarters since. The position peaked at $393K in Q4 2025. 1,749 funds tracked by Wall St. Rank hold IAU as of Q3 2026.

Gen-Wealth Partners held 3,516 shares of iShares Gold Trust worth $275K as of Q3 2026.
Gen-Wealth Partners bought 40 iShares Gold Trust shares in Q3 2026, an estimated $3.21K.
iShares Gold Trust made up 0.08% of Gen-Wealth Partners's portfolio in Q3 2026, its #176 holding.
Gen-Wealth Partners first reported a position in iShares Gold Trust in Q1 2024 and has held it in 11 quarters since.
Gen-Wealth Partners's iShares Gold Trust position peaked at $393K in Q4 2025.
1,749 funds tracked by Wall St. Rank held iShares Gold Trust as of Q3 2026.

Based on Gen-Wealth Partners's 13F filing for Q3 2026, filed 4 Nov 2026.