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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
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

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return

Insight Wealth Partners's IAU Position: Q1 2026 in Review

Insight Wealth Partners reduced its iShares Gold Trust (IAU) stake by 43% in Q1 2026, selling an estimated $3.58M and leaving 52,747 shares worth $4.65M. The position accounts for 0.65% of the portfolio, ranked #16.

Insight Wealth Partners first reported a position in IAU in Q4 2019 and has held it in 26 quarters since. The position peaked at $9.43M in Q1 2025. 1,960 funds tracked by Wall St. Rank hold IAU as of Q1 2026.

  • Insight Wealth Partners held 52,747 shares of iShares Gold Trust worth $4.65M as of Q1 2026.
  • Insight Wealth Partners sold 39,042 iShares Gold Trust shares in Q1 2026, an estimated $3.58M.
  • iShares Gold Trust made up 0.65% of Insight Wealth Partners's portfolio in Q1 2026, its #16 holding.
  • Insight Wealth Partners first reported a position in iShares Gold Trust in Q4 2019 and has held it in 26 quarters since.
  • Insight Wealth Partners's iShares Gold Trust position peaked at $9.43M in Q1 2025.
  • 1,960 funds tracked by Wall St. Rank held iShares Gold Trust as of Q1 2026.

Based on Insight Wealth Partners's 13F filing for Q1 2026, filed 14 May 2026.