HWP
IAU icon

Hibernia Wealth Partners’s iShares Gold Trust IAU Stock Holding History

Hibernia 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 		– Sell
-2,641
Closed -$233K – 98
2026
Q1 		$233K Buy
+2,641
New +$242K 0.07% 106
2023
Q4 		– Sell
-1,022
Closed -$35.8K – 179
2023
Q3 		$35.8K Buy
+1,022
New +$37.3K 0.03% 103

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

Hibernia Wealth Partners's IAU Position: Q2 2026 in Review

Hibernia Wealth Partners sold out of iShares Gold Trust (IAU) in Q2 2026, closing a stake of 2,641 shares — an estimated $233K sold.

Hibernia Wealth Partners first reported a position in IAU in Q3 2023 and held it in 2 quarters. The position peaked at $233K in Q1 2026. 1,901 funds tracked by Wall St. Rank hold IAU as of Q2 2026.

  • Hibernia Wealth Partners reported no remaining iShares Gold Trust position as of Q2 2026 after selling out during the quarter.
  • Hibernia Wealth Partners sold 2,641 iShares Gold Trust shares in Q2 2026, an estimated $233K.
  • Hibernia Wealth Partners first reported a position in iShares Gold Trust in Q3 2023 and held it in 2 quarters.
  • Hibernia Wealth Partners's iShares Gold Trust position peaked at $233K in Q1 2026.
  • 1,901 funds tracked by Wall St. Rank held iShares Gold Trust as of Q2 2026.

Based on Hibernia Wealth Partners's 13F filing for Q2 2026, filed 23 Jul 2026.