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 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 $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

Oak Harbor Wealth Partners's IAU Position: Q1 2026 in Review

Oak Harbor Wealth Partners reduced its iShares Gold Trust (IAU) stake by 49% in Q1 2026, selling an estimated $568K and leaving 6,429 shares worth $567K. The position accounts for 0.13% of the portfolio, ranked #133.

Oak Harbor Wealth Partners first reported a position in IAU in Q4 2021 and has held it in 18 quarters since. The position peaked at $1.02M in Q4 2025. 1,960 funds tracked by Wall St. Rank hold IAU as of Q1 2026.

Oak Harbor Wealth Partners held 6,429 shares of iShares Gold Trust worth $567K as of Q1 2026.
Oak Harbor Wealth Partners sold 6,192 iShares Gold Trust shares in Q1 2026, an estimated $568K.
iShares Gold Trust made up 0.13% of Oak Harbor Wealth Partners's portfolio in Q1 2026, its #133 holding.
Oak Harbor Wealth Partners first reported a position in iShares Gold Trust in Q4 2021 and has held it in 18 quarters since.
Oak Harbor Wealth Partners's iShares Gold Trust position peaked at $1.02M in Q4 2025.
1,960 funds tracked by Wall St. Rank held iShares Gold Trust as of Q1 2026.

Based on Oak Harbor Wealth Partners's 13F filing for Q1 2026, filed 7 May 2026.