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

Highline 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 		$3.26M Buy
41,703
+541
+1% +$43.4K 0.62% 35
2026
Q2 		$3.11M Sell
41,162
-297
-0.7% -$25.2K 0.63% 34
2026
Q1 		$3.66M Sell
41,459
-1,049
-2% -$96.2K 0.93% 27
2025
Q4 		$3.45M Buy
42,508
+749
+2% +$58.6K 0.97% 27
2025
Q3 		$3.04M Buy
41,759
+527
+1% +$34.4K 0.82% 32
2025
Q2 		$2.57M Buy
41,232
+205
+0.5% +$12.7K 0.76% 33
2025
Q1 		$2.42M Buy
41,027
+6,075
+17% +$329K 0.81% 31
2024
Q4 		$1.73M Buy
34,952
+1,196
+4% +$60.1K 0.57% 40
2024
Q3 		$1.68M Sell
33,756
-144
-0.4% -$6.74K 0.56% 41
2024
Q2 		$1.49M Buy
33,900
+343
+1% +$15.2K 0.56% 40
2024
Q1 		$1.41M Sell
33,557
-988
-3% -$38.7K 0.57% 38
2023
Q4 		$1.35M Sell
34,545
-1,041
-3% -$39K 0.65% 37
2023
Q3 		$1.25M Hold
35,586
– – 0.77% 31
2023
Q2 		$1.29M Buy
35,586
+1,273
+4% +$47.7K 0.82% 34
2023
Q1 		$1.28M Hold
34,313
– – 0.88% 34
2022
Q4 		$1.19M Buy
34,313
+7,758
+29% +$255K 0.88% 34
2022
Q3 		$837K Buy
+26,555
New +$870K 0.68% 38

Other funds holding IAU

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return
WealthNavi Inc
WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $12.9B AUM 11.73% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.6B AUM 20.91% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $106B AUM 21.33% 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

Highline Wealth Partners's IAU Position: Q3 2026 in Review

Highline Wealth Partners increased its iShares Gold Trust (IAU) stake by 1.3% in Q3 2026, buying an estimated $43.4K and bringing the position to 41,703 shares worth $3.26M. The position accounts for 0.62% of the portfolio, ranked #35.

Highline Wealth Partners first reported a position in IAU in Q3 2022 and has held it in 17 quarters since. The position peaked at $3.66M in Q1 2026. 1,407 funds tracked by Wall St. Rank hold IAU as of Q3 2026.

  • Highline Wealth Partners held 41,703 shares of iShares Gold Trust worth $3.26M as of Q3 2026.
  • Highline Wealth Partners bought 541 iShares Gold Trust shares in Q3 2026, an estimated $43.4K.
  • iShares Gold Trust made up 0.62% of Highline Wealth Partners's portfolio in Q3 2026, its #35 holding.
  • Highline Wealth Partners first reported a position in iShares Gold Trust in Q3 2022 and has held it in 17 quarters since.
  • Highline Wealth Partners's iShares Gold Trust position peaked at $3.66M in Q1 2026.
  • 1,407 funds tracked by Wall St. Rank held iShares Gold Trust as of Q3 2026.

Based on Highline Wealth Partners's 13F filing for Q3 2026, filed 19 Oct 2026.