QUANTUM FINANCIAL PARTNERS LLC’s iShares Gold Trust IAU Stock Holding History

QUANTUM FINANCIAL PARTNERS LLC’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	$325K	Buy	+4,300	New	+$365K	0.17%	101

Other funds holding IAU

Beacon Investment Advisory Services Morristown, New Jersey $2.69B AUM 35.07% 1-Year Est. Return

J.M. Forbes & Co Boston, Massachusetts $1.27B AUM 26.46% 1-Year Est. Return

Anderson Hoagland & Co St Louis, Missouri $1.28B AUM 29.05% 1-Year Est. Return

GenWealth Group Maplewood, New Jersey $642M AUM 20.77% 1-Year Est. Return

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

Strategic Point Investment Advisors Providence, Rhode Island $767M AUM 17.58% 1-Year Est. Return

IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

Acorn Financial Advisory Services Reston, Virginia $753M AUM 36.94% 1-Year Est. Return

Blue Trust Inc Alpharetta, Georgia $9.54B AUM 19.86% 1-Year Est. Return

QUANTUM FINANCIAL PARTNERS LLC's IAU Position: Q2 2026 in Review

QUANTUM FINANCIAL PARTNERS LLC opened a new position in iShares Gold Trust (IAU) in Q2 2026: 4,300 shares worth $325K. The stake represents 0.17% of the portfolio and ranks #101 among its holdings.

470 funds tracked by Wall St. Rank hold IAU as of Q2 2026.

QUANTUM FINANCIAL PARTNERS LLC held 4,300 shares of iShares Gold Trust worth $325K as of Q2 2026.
iShares Gold Trust was a new QUANTUM FINANCIAL PARTNERS LLC position in Q2 2026.
iShares Gold Trust made up 0.17% of QUANTUM FINANCIAL PARTNERS LLC's portfolio in Q2 2026, its #101 holding.
470 funds tracked by Wall St. Rank held iShares Gold Trust as of Q2 2026.

Based on QUANTUM FINANCIAL PARTNERS LLC's 13F filing for Q2 2026, filed 20 Jul 2026.