Holistic Financial Partners’s iShares Gold Trust IAU Stock Holding History

Holistic Financial 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	$2.29M	Hold	30,322	–	–	1.4%	20
2026 Q1	$2.67M	Hold	30,322	–	–	0.99%	23
2025 Q4	$2.46M	Sell	30,322 -2,665	-8%	-$208K	0.89%	24
2025 Q3	$2.4M	Hold	32,987	–	–	0.98%	23
2025 Q2	$2.06M	Hold	32,987	–	–	0.9%	24
2025 Q1	$1.94M	Hold	32,987	–	–	0.94%	20
2024 Q4	$1.63M	Hold	32,987	–	–	0.81%	22
2024 Q3	$1.64M	Hold	32,987	–	–	0.79%	22
2024 Q2	$1.45M	Hold	32,987	–	–	0.73%	25
2024 Q1	$1.39M	Hold	32,987	–	–	0.7%	26
2023 Q4	$1.29M	Hold	32,987	–	–	0.77%	24
2023 Q3	$1.15M	Sell	32,987 -132	-0.4%	-$4.82K	0.77%	24
2023 Q2	$1.21M	Hold	33,119	–	–	0.84%	22
2023 Q1	$1.24M	Hold	33,119	–	–	0.97%	19
2022 Q4	$1.15M	Hold	33,119	–	–	1.03%	16
2022 Q3	$1.04M	Hold	33,119	–	–	1.03%	16
2022 Q2	$1.14M	Hold	33,119	–	–	1.07%	15
2022 Q1	$1.22M	Hold	33,119	–	–	0.78%	24
2021 Q4	$1.15M	Hold	33,119	–	–	0.67%	26
2021 Q3	$1.11M	Hold	33,119	–	–	0.68%	25
2021 Q2	$1.12M	Sell	33,119 -1	-0%	-$35	0.67%	24
2021 Q1	$1.08M	Hold	33,120	–	–	0.71%	22
2020 Q4	$1.2M	Hold	33,120	–	–	0.83%	20
2020 Q3	$1.19M	Hold	33,120	–	–	0.96%	16
2020 Q2	$1.13M	Hold	33,120	–	–	0.97%	16
2020 Q1	$998K	Hold	33,120	–	–	1.04%	20
2019 Q4	$960K	Hold	33,120	–	–	0.57%	25
2019 Q3	$934K	Hold	33,120	–	–	0.83%	19
2019 Q2	$894K	Hold	33,120	–	–	0.89%	17
2019 Q1	$820K	Hold	33,120	–	–	0.35%	40
2018 Q4	$814K	Hold	33,120	–	–	0.85%	18
2018 Q3	$757K	Hold	33,120	–	–	0.71%	19
2018 Q2	$796K	Hold	33,120	–	–	0.91%	17
2018 Q1	$843K	Hold	33,120	–	–	0.7%	18
2017 Q4	$829K	Buy	+33,120	New	+$813K	0.68%	21

Other funds holding IAU

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

Holistic Financial Partners's IAU Position: Q2 2026 in Review

Holistic Financial Partners held its iShares Gold Trust (IAU) position steady in Q2 2026 at 30,322 shares worth $2.29M. The position accounts for 1.4% of the portfolio, ranked #20.

Holistic Financial Partners first reported a position in IAU in Q4 2017 and has held it in 35 quarters since. The position peaked at $2.67M in Q1 2026. 1,909 funds tracked by Wall St. Rank hold IAU as of Q2 2026.

Holistic Financial Partners held 30,322 shares of iShares Gold Trust worth $2.29M as of Q2 2026.
Holistic Financial Partners left its iShares Gold Trust share count unchanged in Q2 2026.
iShares Gold Trust made up 1.4% of Holistic Financial Partners's portfolio in Q2 2026, its #20 holding.
Holistic Financial Partners first reported a position in iShares Gold Trust in Q4 2017 and has held it in 35 quarters since.
Holistic Financial Partners's iShares Gold Trust position peaked at $2.67M in Q1 2026.
1,909 funds tracked by Wall St. Rank held iShares Gold Trust as of Q2 2026.

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