Liberty Square Wealth Partners’s iShares Gold Trust IAU Stock Holding History

Liberty Square 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	$324K	Hold	4,290	–	–	0.08%	105
2026 Q1	$378K	Hold	4,290	–	–	0.11%	89
2025 Q4	$348K	Sell	4,290 -146	-3%	-$11.4K	0.1%	99
2025 Q3	$323K	Hold	4,436	–	–	0.1%	109
2025 Q2	$277K	Hold	4,436	–	–	0.1%	121
2025 Q1	$262K	Hold	4,436	–	–	0.1%	120
2024 Q4	$242K	Buy	+4,436	New	+$223K	0.09%	132

Other funds holding IAU

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

Liberty Square Wealth Partners's IAU Position: Q2 2026 in Review

Liberty Square Wealth Partners held its iShares Gold Trust (IAU) position steady in Q2 2026 at 4,290 shares worth $324K. The position accounts for 0.08% of the portfolio, ranked #105.

Liberty Square Wealth Partners first reported a position in IAU in Q4 2024 and has held it in 7 quarters since. The position peaked at $378K in Q1 2026. 1,901 funds tracked by Wall St. Rank hold IAU as of Q2 2026.

Liberty Square Wealth Partners held 4,290 shares of iShares Gold Trust worth $324K as of Q2 2026.
Liberty Square Wealth Partners left its iShares Gold Trust share count unchanged in Q2 2026.
iShares Gold Trust made up 0.08% of Liberty Square Wealth Partners's portfolio in Q2 2026, its #105 holding.
Liberty Square Wealth Partners first reported a position in iShares Gold Trust in Q4 2024 and has held it in 7 quarters since.
Liberty Square Wealth Partners's iShares Gold Trust position peaked at $378K in Q1 2026.
1,901 funds tracked by Wall St. Rank held iShares Gold Trust as of Q2 2026.

Based on Liberty Square Wealth Partners's 13F filing for Q2 2026, filed 10 Aug 2026.