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Mosaic Family Wealth Partners’s iShares Gold Trust IAU Stock Holding History

Mosaic Family 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 		$2.46M Buy
32,530
+6,521
+25% +$554K 0.16% 99
2026
Q1 		$2.29M Buy
26,009
+3,276
+14% +$301K 0.23% 59
2025
Q4 		$1.85M Buy
22,733
+1,544
+7% +$121K 0.2% 63
2025
Q3 		$1.53M Buy
21,189
+6,782
+47% +$442K 0.18% 59
2025
Q2 		$898K Buy
14,407
+3,062
+27% +$190K 0.11% 90
2025
Q1 		$669K Buy
11,345
+173
+2% +$9.36K 0.1% 110
2024
Q4 		$553K Sell
11,172
-85
-0.8% -$4.27K 0.08% 116
2024
Q3 		$559K Hold
11,257
– – 0.08% 113
2024
Q2 		$495K Hold
11,257
– – 0.08% 115
2024
Q1 		$473K Hold
11,257
– – 0.08% 120
2023
Q4 		$439K Sell
11,257
-49
-0.4% -$1.83K 0.08% 124
2023
Q3 		$396K Sell
11,306
-81
-0.7% -$2.96K 0.08% 114
2023
Q2 		$414K Buy
11,387
+5,246
+85% +$197K 0.08% 112
2023
Q1 		$229K Buy
+6,141
New +$220K 0.05% 165

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

Mosaic Family Wealth Partners's IAU Position: Q2 2026 in Review

Mosaic Family Wealth Partners increased its iShares Gold Trust (IAU) stake by 25% in Q2 2026, buying an estimated $554K and bringing the position to 32,530 shares worth $2.46M. The position accounts for 0.16% of the portfolio, ranked #99.

Mosaic Family Wealth Partners first reported a position in IAU in Q1 2023 and has held it in 14 quarters since. 1,901 funds tracked by Wall St. Rank hold IAU as of Q2 2026.

  • Mosaic Family Wealth Partners held 32,530 shares of iShares Gold Trust worth $2.46M as of Q2 2026.
  • Mosaic Family Wealth Partners bought 6,521 iShares Gold Trust shares in Q2 2026, an estimated $554K.
  • iShares Gold Trust made up 0.16% of Mosaic Family Wealth Partners's portfolio in Q2 2026, its #99 holding.
  • Mosaic Family Wealth Partners first reported a position in iShares Gold Trust in Q1 2023 and has held it in 14 quarters since.
  • 1,901 funds tracked by Wall St. Rank held iShares Gold Trust as of Q2 2026.

Based on Mosaic Family Wealth Partners's 13F filing for Q2 2026, filed 5 Aug 2026.