Oak Harbor Wealth Partners’s iShares Gold Trust IAU Stock Holding History

Oak Harbor 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	–	Sell	-6,429	Closed	-$567K	–	255
2026 Q1	$567K	Sell	6,429 -6,192	-49%	-$568K	0.13%	133
2025 Q4	$1.02M	Sell	12,621 -172	-1%	-$13.5K	0.25%	89
2025 Q3	$931K	Hold	12,793	–	–	0.23%	96
2025 Q2	$798K	Hold	12,793	–	–	0.22%	100
2025 Q1	$754K	Hold	12,793	–	–	0.22%	97
2024 Q4	$633K	Hold	12,793	–	–	0.18%	106
2024 Q3	$636K	Hold	12,793	–	–	0.18%	110
2024 Q2	$562K	Hold	12,793	–	–	0.18%	106
2024 Q1	$537K	Hold	12,793	–	–	0.17%	110
2023 Q4	$499K	Sell	12,793 -247	-2%	-$9.24K	0.17%	109
2023 Q3	$456K	Hold	13,040	–	–	0.16%	113
2023 Q2	$475K	Sell	13,040 -615	-5%	-$23.1K	0.16%	115
2023 Q1	$510K	Sell	13,655 -454	-3%	-$16.3K	0.19%	109
2022 Q4	$488K	Sell	14,109 -281	-2%	-$9.23K	0.19%	100
2022 Q3	$454K	Sell	14,390 -340	-2%	-$11.1K	0.18%	97
2022 Q2	$505K	Hold	14,730	–	–	0.2%	90
2022 Q1	$543K	Hold	14,730	–	–	0.18%	94
2021 Q4	$513K	Buy	+14,730	New	+$503K	0.18%	99

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

Oak Harbor Wealth Partners's IAU Position: Q2 2026 in Review

Oak Harbor Wealth Partners sold out of iShares Gold Trust (IAU) in Q2 2026, closing a stake of 6,429 shares — an estimated $567K sold.

Oak Harbor Wealth Partners first reported a position in IAU in Q4 2021 and held it in 18 quarters. The position peaked at $1.02M in Q4 2025. 1,909 funds tracked by Wall St. Rank hold IAU as of Q2 2026.

Oak Harbor Wealth Partners reported no remaining iShares Gold Trust position as of Q2 2026 after selling out during the quarter.
Oak Harbor Wealth Partners sold 6,429 iShares Gold Trust shares in Q2 2026, an estimated $567K.
Oak Harbor Wealth Partners first reported a position in iShares Gold Trust in Q4 2021 and held it in 18 quarters.
Oak Harbor Wealth Partners's iShares Gold Trust position peaked at $1.02M in Q4 2025.
1,909 funds tracked by Wall St. Rank held iShares Gold Trust as of Q2 2026.

Based on Oak Harbor Wealth Partners's 13F filing for Q2 2026, filed 6 Aug 2026.