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Narus Financial Partners’s iShares Gold Trust IAU Stock Holding History

Narus Financial 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
Q1 		$1.78M Buy
20,224
+89
+0.4% +$8.16K 0.47% 40
2025
Q4 		$1.63M Buy
20,135
+168
+0.8% +$13.1K 0.45% 42
2025
Q3 		$1.45M Buy
19,967
+1,942
+11% +$127K 0.4% 48
2025
Q2 		$1.12M Buy
18,025
+2,003
+13% +$124K 0.35% 48
2025
Q1 		$945K Sell
16,022
-765
-5% -$41.4K 0.32% 52
2024
Q4 		$831K Sell
16,787
-1,366
-8% -$68.6K 0.28% 59
2024
Q3 		$902K Sell
18,153
-414
-2% -$19.4K 0.32% 58
2024
Q2 		$816K Sell
18,567
-348
-2% -$15.4K 0.33% 59
2024
Q1 		$795K Sell
18,915
-338
-2% -$13.3K 0.34% 59
2023
Q4 		$751K Sell
19,253
-1,571
-8% -$58.8K 0.36% 57
2023
Q3 		$729K Buy
20,824
+1,596
+8% +$58.2K 0.37% 50
2023
Q2 		$700K Buy
19,228
+1,939
+11% +$72.7K 0.36% 52
2023
Q1 		$646K Buy
17,289
+5,552
+47% +$199K 0.35% 54
2022
Q4 		$406K Buy
11,737
+3,775
+47% +$124K 0.23% 69
2022
Q3 		$251K Buy
7,962
+1,089
+16% +$35.7K 0.16% 89
2022
Q2 		$236K Buy
6,873
+152
+2% +$5.41K 0.15% 91
2022
Q1 		$248K Buy
+6,721
New +$240K 0.14% 96
2017
Q3 		$158K Hold
6,420
– – 0.14% 79
2017
Q2 		$153K Buy
6,420
+118
+2% +$2.86K 0.14% 74
2017
Q1 		$151K Hold
6,302
– – 0.15% 72
2016
Q4 		$140K Buy
+6,302
New +$148K 0.15% 71

Other funds holding IAU

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return

Narus Financial Partners's IAU Position: Q1 2026 in Review

Narus Financial Partners increased its iShares Gold Trust (IAU) stake by 0.44% in Q1 2026, buying an estimated $8.16K and bringing the position to 20,224 shares worth $1.78M. The position accounts for 0.47% of the portfolio, ranked #40.

Narus Financial Partners first reported a position in IAU in Q4 2016 and has held it in 21 quarters since. 1,960 funds tracked by Wall St. Rank hold IAU as of Q1 2026.

  • Narus Financial Partners held 20,224 shares of iShares Gold Trust worth $1.78M as of Q1 2026.
  • Narus Financial Partners bought 89 iShares Gold Trust shares in Q1 2026, an estimated $8.16K.
  • iShares Gold Trust made up 0.47% of Narus Financial Partners's portfolio in Q1 2026, its #40 holding.
  • Narus Financial Partners first reported a position in iShares Gold Trust in Q4 2016 and has held it in 21 quarters since.
  • 1,960 funds tracked by Wall St. Rank held iShares Gold Trust as of Q1 2026.

Based on Narus Financial Partners's 13F filing for Q1 2026, filed 21 Apr 2026.