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Moment Partners’s iShares Gold Trust IAU Stock Holding History

Moment 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 		– Sell
-8,225
Closed -$725K – 108
2026
Q1 		$725K Buy
+8,225
New +$754K 0.13% 45
2025
Q4 		– Sell
-7,705
Closed -$561K – 115
2025
Q3 		$561K Buy
7,705
+3,580
+87% +$234K 0.1% 63
2025
Q2 		$257K Buy
4,125
+400
+11% +$24.8K 0.05% 98
2025
Q1 		$220K Buy
+3,725
New +$202K 0.04% 108

Other funds holding IAU

WI
WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $12.8B AUM 19.73% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
EAM
Erste Asset Management Vienna, Austria $12.9B AUM 52.69% 1-Year Est. Return
AL
Arnhold LLC New York $1.43B AUM 59.3% 1-Year Est. Return
ET
Equitable Trust Nashville, Tennessee $2.4B AUM 30.76% 1-Year Est. Return
TFCP
Twin Focus Capital Partners Boston, Massachusetts $983M AUM 37.07% 1-Year Est. Return
BIAS
Beacon Investment Advisory Services Morristown, New Jersey $2.69B AUM 35.07% 1-Year Est. Return

Moment Partners's IAU Position: Q2 2026 in Review

Moment Partners sold out of iShares Gold Trust (IAU) in Q2 2026, closing a stake of 8,225 shares — an estimated $725K sold.

Moment Partners first reported a position in IAU in Q1 2025 and held it in 4 quarters. The position peaked at $725K in Q1 2026. 964 funds tracked by Wall St. Rank hold IAU as of Q2 2026.

  • Moment Partners reported no remaining iShares Gold Trust position as of Q2 2026 after selling out during the quarter.
  • Moment Partners sold 8,225 iShares Gold Trust shares in Q2 2026, an estimated $725K.
  • Moment Partners first reported a position in iShares Gold Trust in Q1 2025 and held it in 4 quarters.
  • Moment Partners's iShares Gold Trust position peaked at $725K in Q1 2026.
  • 964 funds tracked by Wall St. Rank held iShares Gold Trust as of Q2 2026.

Based on Moment Partners's 13F filing for Q2 2026, filed 29 Jul 2026.