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

Insight 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
Q3 		$4.14M Sell
53,007
-345
-0.6% -$27.7K 0.55% 18
2026
Q2 		$4.03M Buy
53,352
+605
+1% +$51.4K 0.54% 19
2026
Q1 		$4.65M Sell
52,747
-39,042
-43% -$3.58M 0.65% 16
2025
Q4 		$7.45M Buy
91,789
+2,546
+3% +$199K 1.02% 7
2025
Q3 		$6.49M Sell
89,243
-233
-0.3% -$15.2K 1.98% 7
2025
Q2 		$5.58M Sell
89,476
-70,430
-44% -$4.36M 2.17% 6
2025
Q1 		$9.43M Sell
159,906
-9,894
-6% -$535K 1.57% 4
2024
Q4 		$8.41M Buy
169,800
+6,076
+4% +$305K 1.15% 4
2024
Q3 		$8.14M Buy
163,724
+5,369
+3% +$251K 1.61% 7
2024
Q2 		$6.96M Buy
158,355
+1,846
+1% +$81.6K 1.2% 8
2024
Q1 		$6.57M Buy
156,509
+777
+0.5% +$30.5K 1.13% 7
2023
Q4 		$6.08M Buy
155,732
+6,809
+5% +$255K 1.05% 6
2023
Q3 		$5.21M Sell
148,923
-1,468
-1% -$53.6K 1.01% 7
2023
Q2 		$5.47M Sell
150,391
-19,665
-12% -$737K 1.27% 6
2023
Q1 		$6.35M Sell
170,056
-1,326
-0.8% -$47.6K 1.43% 5
2022
Q4 		$5.93M Buy
171,382
+70
+0% +$2.3K 4.43% 5
2022
Q3 		$5.4M Sell
171,312
-10,911
-6% -$358K 5.1% 4
2022
Q2 		$6.25M Buy
182,223
+1,337
+0.7% +$47.6K 4.7% 4
2022
Q1 		$6.66M Buy
180,886
+1,214
+0.7% +$43.4K 3.7% 5
2021
Q4 		$6.25M Buy
179,672
+2,113
+1% +$72.2K 1.17% 13
2021
Q3 		$5.93M Sell
177,559
-18,242
-9% -$621K 3.18% 11
2021
Q2 		$6.6M Sell
195,801
-3,655
-2% -$126K 3.51% 11
2021
Q1 		$6.49M Buy
199,456
+27,083
+16% +$926K 3.19% 10
2020
Q4 		$6.25M Buy
172,373
+58,077
+51% +$2.08M 3.83% 5
2020
Q3 		$4.11M Buy
114,296
+18,287
+19% +$668K 3.93% 7
2020
Q2 		$3.26M Buy
96,009
+18,319
+24% +$600K 3.35% 8
2020
Q1 		$2.34M Buy
77,690
+3,945
+5% +$119K 3.05% 11
2019
Q4 		$2.14M Buy
+73,745
New +$2.09M 2.12% 10

Other funds holding IAU

AL
Arnhold LLC New York $1.4B AUM 42.37% 1-Year Est. Return
Equitable Trust
Equitable Trust Nashville, Tennessee $2.38B AUM 22.38% 1-Year Est. Return
Pennsylvania State University
Pennsylvania State University University Park, Pennsylvania $252M AUM 13.5% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
Beacon Investment Advisory Services
Beacon Investment Advisory Services Morristown, New Jersey $2.66B AUM 29.77% 1-Year Est. Return
J.M. Forbes & Co
J.M. Forbes & Co Boston, Massachusetts $1.33B AUM 21.14% 1-Year Est. Return
Tanglewood Wealth Management
Tanglewood Wealth Management Houston, Texas $1.2B AUM 13.27% 1-Year Est. Return
Anderson Hoagland & Co
Anderson Hoagland & Co St Louis, Missouri $1.31B AUM 21.27% 1-Year Est. Return
GenWealth Group
GenWealth Group Maplewood, New Jersey $641M AUM 11.61% 1-Year Est. Return
Park Avenue Securities
Park Avenue Securities New York $16.4B AUM 18.52% 1-Year Est. Return

Insight Wealth Partners's IAU Position: Q3 2026 in Review

Insight Wealth Partners reduced its iShares Gold Trust (IAU) stake by 0.65% in Q3 2026, selling an estimated $27.7K and leaving 53,007 shares worth $4.14M. The position accounts for 0.55% of the portfolio, ranked #18.

Insight Wealth Partners first reported a position in IAU in Q4 2019 and has held it in 28 quarters since. The position peaked at $9.43M in Q1 2025. 698 funds tracked by Wall St. Rank hold IAU as of Q3 2026.

  • Insight Wealth Partners held 53,007 shares of iShares Gold Trust worth $4.14M as of Q3 2026.
  • Insight Wealth Partners sold 345 iShares Gold Trust shares in Q3 2026, an estimated $27.7K.
  • iShares Gold Trust made up 0.55% of Insight Wealth Partners's portfolio in Q3 2026, its #18 holding.
  • Insight Wealth Partners first reported a position in iShares Gold Trust in Q4 2019 and has held it in 28 quarters since.
  • Insight Wealth Partners's iShares Gold Trust position peaked at $9.43M in Q1 2025.
  • 698 funds tracked by Wall St. Rank held iShares Gold Trust as of Q3 2026.

Based on Insight Wealth Partners's 13F filing for Q3 2026, filed 26 Oct 2026.