Geneva Partners
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Geneva Partners’s iShares Gold Trust IAU Stock Holding History

Geneva 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 		– Sell
-3,506
Closed -$265K – 86
2026
Q2 		$265K Hold
3,506
– – 0.07% 71
2026
Q1 		$309K Sell
3,506
-731
-17% -$67.1K 0.15% 61
2025
Q4 		$344K Buy
+4,237
New +$331K 0.12% 62
2022
Q3 		– Sell
-21,855
Closed -$750K – 61
2022
Q2 		$750K Sell
21,855
-350
-2% -$12.5K 0.74% 31
2022
Q1 		$818K Buy
+22,205
New +$793K 0.51% 42

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WealthNavi Inc
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KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.6B AUM 20.91% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
AL
Arnhold LLC New York $1.4B AUM 42.37% 1-Year Est. Return
Equitable Trust
Equitable Trust Nashville, Tennessee $2.38B AUM 22.38% 1-Year Est. Return

Geneva Partners's IAU Position: Q3 2026 in Review

Geneva Partners sold out of iShares Gold Trust (IAU) in Q3 2026, closing a stake of 3,506 shares — an estimated $265K sold.

Geneva Partners first reported a position in IAU in Q1 2022 and held it in 5 quarters. The position peaked at $818K in Q1 2022. 1,229 funds tracked by Wall St. Rank hold IAU as of Q3 2026.

  • Geneva Partners reported no remaining iShares Gold Trust position as of Q3 2026 after selling out during the quarter.
  • Geneva Partners sold 3,506 iShares Gold Trust shares in Q3 2026, an estimated $265K.
  • Geneva Partners first reported a position in iShares Gold Trust in Q1 2022 and held it in 5 quarters.
  • Geneva Partners's iShares Gold Trust position peaked at $818K in Q1 2022.
  • 1,229 funds tracked by Wall St. Rank held iShares Gold Trust as of Q3 2026.

Based on Geneva Partners's 13F filing for Q3 2026, filed 26 Oct 2026.