HUB Investment Partners’s iShares Gold Trust IAU Stock Holding History

HUB Investment 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	$4.16M	Sell	55,128 -2	-0%	-$170	0.07%	200
2026 Q1	$4.86M	Buy	55,130 +47,675	+640%	+$4.37M	0.12%	158
2025 Q4	$605K	Sell	7,455 -3,016	-29%	-$236K	0.02%	433
2025 Q3	$762K	Buy	10,471 +3,850	+58%	+$251K	0.03%	320
2025 Q2	$413K	Buy	6,621 +463	+8%	+$28.7K	0.01%	428
2025 Q1	$363K	Buy	6,158 +418	+7%	+$22.6K	0.01%	399
2024 Q4	$284K	Buy	5,740 +1,265	+28%	+$63.6K	0.01%	419
2024 Q3	$222K	Sell	4,475 -91	-2%	-$4.26K	0.01%	454
2024 Q2	$201K	Buy	+4,566	New	+$202K	0.01%	446

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

HUB Investment Partners's IAU Position: Q2 2026 in Review

HUB Investment Partners reduced its iShares Gold Trust (IAU) stake by 0% in Q2 2026, selling an estimated $170 and leaving 55,128 shares worth $4.16M. The position accounts for 0.07% of the portfolio, ranked #200.

HUB Investment Partners first reported a position in IAU in Q2 2024 and has held it in 9 quarters since. The position peaked at $4.86M in Q1 2026. 1,901 funds tracked by Wall St. Rank hold IAU as of Q2 2026.

HUB Investment Partners held 55,128 shares of iShares Gold Trust worth $4.16M as of Q2 2026.
HUB Investment Partners sold 2 iShares Gold Trust shares in Q2 2026, an estimated $170.
iShares Gold Trust made up 0.07% of HUB Investment Partners's portfolio in Q2 2026, its #200 holding.
HUB Investment Partners first reported a position in iShares Gold Trust in Q2 2024 and has held it in 9 quarters since.
HUB Investment Partners's iShares Gold Trust position peaked at $4.86M in Q1 2026.
1,901 funds tracked by Wall St. Rank held iShares Gold Trust as of Q2 2026.

Based on HUB Investment Partners's 13F filing for Q2 2026, filed 31 Jul 2026.