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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
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

BIAS
Beacon Investment Advisory Services Morristown, New Jersey $2.69B AUM 35.07% 1-Year Est. Return
AHC
Anderson Hoagland & Co St Louis, Missouri $1.28B AUM 29.05% 1-Year Est. Return
GG
GenWealth Group Maplewood, New Jersey $642M AUM 20.77% 1-Year Est. Return
SPIA
Strategic Point Investment Advisors Providence, Rhode Island $767M AUM 17.58% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
CWM
Chemistry Wealth Management New York $625M AUM 19.32% 1-Year Est. Return
MSWM
Mader & Shannon Wealth Management Kansas City, Missouri $214M AUM 23.75% 1-Year Est. Return
CCG
Chatham Capital Group Savannah, Georgia $783M AUM 31.99% 1-Year Est. Return
BWP
Baldwin Wealth Partners Marion, Massachusetts $1.53B AUM 28.5% 1-Year Est. Return

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

Highline Wealth Partners reduced its iShares Gold Trust (IAU) stake by 0.72% in Q2 2026, selling an estimated $25.2K and leaving 41,162 shares worth $3.11M. The position accounts for 0.63% of the portfolio, ranked #34.

Highline Wealth Partners first reported a position in IAU in Q3 2022 and has held it in 16 quarters since. The position peaked at $3.66M in Q1 2026. 348 funds tracked by Wall St. Rank hold IAU as of Q2 2026.

  • Highline Wealth Partners held 41,162 shares of iShares Gold Trust worth $3.11M as of Q2 2026.
  • Highline Wealth Partners sold 297 iShares Gold Trust shares in Q2 2026, an estimated $25.2K.
  • iShares Gold Trust made up 0.63% of Highline Wealth Partners's portfolio in Q2 2026, its #34 holding.
  • Highline Wealth Partners first reported a position in iShares Gold Trust in Q3 2022 and has held it in 16 quarters since.
  • Highline Wealth Partners's iShares Gold Trust position peaked at $3.66M in Q1 2026.
  • 348 funds tracked by Wall St. Rank held iShares Gold Trust as of Q2 2026.

Based on Highline Wealth Partners's 13F filing for Q2 2026, filed 15 Jul 2026.