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

Madison 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 		$315K Buy
4,173
+253
+6% +$21.5K 0.04% 204
2026
Q1 		$346K Buy
3,920
+125
+3% +$11.5K 0.06% 150
2025
Q4 		$308K Sell
3,795
-116
-3% -$9.07K 0.06% 144
2025
Q3 		$285K Sell
3,911
-402
-9% -$26.2K 0.06% 133
2025
Q2 		$269K Buy
4,313
+344
+9% +$21.3K 0.06% 135
2025
Q1 		$234K Buy
+3,969
New +$215K 0.06% 137
2024
Q4 		– Sell
-5,593
Closed -$278K – 156
2024
Q3 		$278K Buy
+5,593
New +$262K 0.08% 119

Other funds holding IAU

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

Madison Wealth Partners's IAU Position: Q2 2026 in Review

Madison Wealth Partners increased its iShares Gold Trust (IAU) stake by 6.5% in Q2 2026, buying an estimated $21.5K and bringing the position to 4,173 shares worth $315K. The position accounts for 0.04% of the portfolio, ranked #204.

Madison Wealth Partners first reported a position in IAU in Q3 2024 and has held it in 7 quarters since. The position peaked at $346K in Q1 2026. 1,901 funds tracked by Wall St. Rank hold IAU as of Q2 2026.

  • Madison Wealth Partners held 4,173 shares of iShares Gold Trust worth $315K as of Q2 2026.
  • Madison Wealth Partners bought 253 iShares Gold Trust shares in Q2 2026, an estimated $21.5K.
  • iShares Gold Trust made up 0.04% of Madison Wealth Partners's portfolio in Q2 2026, its #204 holding.
  • Madison Wealth Partners first reported a position in iShares Gold Trust in Q3 2024 and has held it in 7 quarters since.
  • Madison Wealth Partners's iShares Gold Trust position peaked at $346K in Q1 2026.
  • 1,901 funds tracked by Wall St. Rank held iShares Gold Trust as of Q2 2026.

Based on Madison Wealth Partners's 13F filing for Q2 2026, filed 12 Aug 2026.