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

IAG 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 		$85.3K Hold
1,130
– – 0.01% 180
2026
Q1 		$99.6K Sell
1,130
-200
-15% -$18.3K 0.01% 168
2025
Q4 		$108K Sell
1,330
-450
-25% -$35.2K 0.01% 153
2025
Q3 		$130K Hold
1,780
– – 0.02% 139
2025
Q2 		$111K Hold
1,780
– – 0.01% 142
2025
Q1 		$105K Sell
1,780
-1,188
-40% -$64.3K 0.02% 138
2024
Q4 		$147K Hold
2,968
– – 0.03% 109
2024
Q3 		$148K Hold
2,968
– – 0.03% 107
2024
Q2 		$130K Hold
2,968
– – 0.03% 108
2024
Q1 		$125K Hold
2,968
– – 0.03% 110
2023
Q4 		$116K Buy
2,968
+500
+20% +$18.7K 0.03% 105
2023
Q3 		$86.4K Sell
2,468
-290
-11% -$10.6K 0.02% 110
2023
Q2 		$100K Hold
2,758
– – 0.03% 115
2023
Q1 		$103K Sell
2,758
-92
-3% -$3.3K 0.03% 100
2022
Q4 		$98.6K Sell
2,850
-27
-0.9% -$887 0.03% 99
2022
Q3 		$91K Hold
2,877
– – 0.03% 90
2022
Q2 		$99K Buy
+2,877
New +$102K 0.03% 90
2022
Q1 		– Sell
-2,508
Closed -$87K – 452
2021
Q4 		$87K Hold
2,508
– – 0.03% 97
2021
Q3 		$84K Buy
2,508
+290
+13% +$9.88K 0.03% 87
2021
Q2 		$75K Sell
2,218
-1
-0% -$35 0.03% 94
2021
Q1 		$73K Hold
2,219
– – 0.03% 88
2020
Q4 		$81K Hold
2,219
– – 0.03% 82
2020
Q3 		$80K Buy
2,219
+1,015
+84% +$37.1K 0.04% 79
2020
Q2 		$41K Hold
1,204
– – 0.02% 112
2020
Q1 		$37K Hold
1,204
– – 0.02% 108
2019
Q4 		$35K Buy
+1,204
New +$34.1K 0.02% 134

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

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

IAG Wealth Partners held its iShares Gold Trust (IAU) position steady in Q2 2026 at 1,130 shares worth $85.3K. The position accounts for 0.01% of the portfolio, ranked #180.

IAG Wealth Partners first reported a position in IAU in Q4 2019 and has held it in 26 quarters since. The position peaked at $148K in Q3 2024. 1,909 funds tracked by Wall St. Rank hold IAU as of Q2 2026.

  • IAG Wealth Partners held 1,130 shares of iShares Gold Trust worth $85.3K as of Q2 2026.
  • IAG Wealth Partners left its iShares Gold Trust share count unchanged in Q2 2026.
  • iShares Gold Trust made up 0.01% of IAG Wealth Partners's portfolio in Q2 2026, its #180 holding.
  • IAG Wealth Partners first reported a position in iShares Gold Trust in Q4 2019 and has held it in 26 quarters since.
  • IAG Wealth Partners's iShares Gold Trust position peaked at $148K in Q3 2024.
  • 1,909 funds tracked by Wall St. Rank held iShares Gold Trust as of Q2 2026.

Based on IAG Wealth Partners's 13F filing for Q2 2026, filed 6 Aug 2026.