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Impact Capital Partners’s iShares Gold Trust IAU Stock Holding History

Impact Capital 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 		$234K Hold
3,098
– – 0.06% 255
2026
Q1 		$273K Sell
3,098
-589
-16% -$54K 0.08% 237
2025
Q4 		$299K Buy
+3,687
New +$288K 0.09% 217

Other funds holding IAU

WI
WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $12.8B AUM 19.73% 1-Year Est. Return
ET
Equitable Trust Nashville, Tennessee $2.4B AUM 30.76% 1-Year Est. Return
BIAS
Beacon Investment Advisory Services Morristown, New Jersey $2.69B AUM 35.07% 1-Year Est. Return
JMFC
J.M. Forbes & Co Boston, Massachusetts $1.27B AUM 26.46% 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
PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return
SPIA
Strategic Point Investment Advisors Providence, Rhode Island $767M AUM 17.58% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

Impact Capital Partners's IAU Position: Q2 2026 in Review

Impact Capital Partners held its iShares Gold Trust (IAU) position steady in Q2 2026 at 3,098 shares worth $234K. The position accounts for 0.06% of the portfolio, ranked #255.

Impact Capital Partners first reported a position in IAU in Q4 2025 and has held it in 3 quarters since. The position peaked at $299K in Q4 2025. 576 funds tracked by Wall St. Rank hold IAU as of Q2 2026.

  • Impact Capital Partners held 3,098 shares of iShares Gold Trust worth $234K as of Q2 2026.
  • Impact Capital Partners left its iShares Gold Trust share count unchanged in Q2 2026.
  • iShares Gold Trust made up 0.06% of Impact Capital Partners's portfolio in Q2 2026, its #255 holding.
  • Impact Capital Partners first reported a position in iShares Gold Trust in Q4 2025 and has held it in 3 quarters since.
  • Impact Capital Partners's iShares Gold Trust position peaked at $299K in Q4 2025.
  • 576 funds tracked by Wall St. Rank held iShares Gold Trust as of Q2 2026.

Based on Impact Capital Partners's 13F filing for Q2 2026, filed 14 Jul 2026.