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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
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

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

Geneva Partners's IAU Position: Q1 2026 in Review

Geneva Partners reduced its iShares Gold Trust (IAU) stake by 17% in Q1 2026, selling an estimated $67.1K and leaving 3,506 shares worth $309K. The position accounts for 0.15% of the portfolio, ranked #61.

Geneva Partners first reported a position in IAU in Q1 2022 and has held it in 4 quarters since. The position peaked at $818K in Q1 2022. 1,962 funds tracked by Wall St. Rank hold IAU as of Q1 2026.

  • Geneva Partners held 3,506 shares of iShares Gold Trust worth $309K as of Q1 2026.
  • Geneva Partners sold 731 iShares Gold Trust shares in Q1 2026, an estimated $67.1K.
  • iShares Gold Trust made up 0.15% of Geneva Partners's portfolio in Q1 2026, its #61 holding.
  • Geneva Partners first reported a position in iShares Gold Trust in Q1 2022 and has held it in 4 quarters since.
  • Geneva Partners's iShares Gold Trust position peaked at $818K in Q1 2022.
  • 1,962 funds tracked by Wall St. Rank held iShares Gold Trust as of Q1 2026.

Based on Geneva Partners's 13F filing for Q1 2026, filed 29 Apr 2026.