GSEP
IAU icon

Golden State Equity Partners’s iShares Gold Trust IAU Stock Holding History

Golden State Equity 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 		$933K Sell
12,355
-29,845
-71% -$2.53M 2.51% 11
2026
Q1 		$3.72M Buy
42,200
+19,254
+84% +$1.77M 0.28% 71
2025
Q4 		$1.86M Sell
22,946
-1,087
-5% -$85K 0.3% 66
2025
Q3 		$1.75M Buy
24,033
+5,465
+29% +$357K 0.29% 71
2025
Q2 		$1.16M Sell
18,568
-2,220
-11% -$138K 0.21% 113
2025
Q1 		$1.23M Sell
20,788
-1,364
-6% -$73.8K 0.24% 105
2024
Q4 		$1.1M Buy
+22,152
New +$1.11M 0.21% 121
2024
Q3 		– Sell
-22,039
Closed -$968K – 852
2024
Q2 		$968K Buy
+22,039
New +$974K 0.2% 122
2023
Q4 		$1.01M Sell
25,975
-5,879
-18% -$220K 0.25% 105
2023
Q3 		$1.11M Sell
31,854
-318
-1% -$11.6K 0.31% 85
2023
Q2 		$1.17M Sell
32,172
-7,788
-19% -$292K 0.33% 73
2023
Q1 		$1.49M Buy
+39,960
New +$1.43M 0.81% 38
2022
Q1 		$3.12M Sell
84,819
-2,691
-3% -$96.1K 1.57% 17
2021
Q4 		$3.05M Buy
87,510
+28,292
+48% +$967K 1.54% 19
2021
Q3 		$1.98M Buy
+59,218
New +$2.02M 0.81% 31
2021
Q2 		– Sell
-56,597
Closed -$1.84M – 267
2021
Q1 		$1.84M Buy
56,597
+13,872
+32% +$474K 1.05% 24
2020
Q4 		$1.55M Buy
+42,725
New +$1.53M 1.07% 24

Other funds holding IAU

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
WI
WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $12.8B AUM 19.73% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
EAM
Erste Asset Management Vienna, Austria $12.9B AUM 52.69% 1-Year Est. Return
AL
Arnhold LLC New York $1.43B AUM 59.3% 1-Year Est. Return
ET
Equitable Trust Nashville, Tennessee $2.4B AUM 30.76% 1-Year Est. Return

Golden State Equity Partners's IAU Position: Q2 2026 in Review

Golden State Equity Partners reduced its iShares Gold Trust (IAU) stake by 71% in Q2 2026, selling an estimated $2.53M and leaving 12,355 shares worth $933K. The position accounts for 2.51% of the portfolio, ranked #11.

Golden State Equity Partners first reported a position in IAU in Q4 2020 and has held it in 17 quarters since. The position peaked at $3.72M in Q1 2026. 1,084 funds tracked by Wall St. Rank hold IAU as of Q2 2026.

  • Golden State Equity Partners held 12,355 shares of iShares Gold Trust worth $933K as of Q2 2026.
  • Golden State Equity Partners sold 29,845 iShares Gold Trust shares in Q2 2026, an estimated $2.53M.
  • iShares Gold Trust made up 2.51% of Golden State Equity Partners's portfolio in Q2 2026, its #11 holding.
  • Golden State Equity Partners first reported a position in iShares Gold Trust in Q4 2020 and has held it in 17 quarters since.
  • Golden State Equity Partners's iShares Gold Trust position peaked at $3.72M in Q1 2026.
  • 1,084 funds tracked by Wall St. Rank held iShares Gold Trust as of Q2 2026.

Based on Golden State Equity Partners's 13F filing for Q2 2026, filed 30 Jul 2026.