Obermeyer Wealth Partners’s iShares Gold Trust IAU Stock Holding History

Obermeyer 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 Q3	$1.04M	Buy	13,256 +8,177	+161%	+$655K	0.04%	117
2026 Q2	$384K	Sell	5,079 -7,950	-61%	-$675K	0.02%	210
2026 Q1	$1.15M	Sell	13,029 -16	-0.1%	-$1.47K	0.05%	104
2025 Q4	$1.06M	Sell	13,045 -1,933	-13%	-$151K	0.05%	109
2025 Q3	$1.09M	Buy	14,978 +7,950	+113%	+$519K	0.05%	103
2025 Q2	$438K	Sell	7,028 -105	-1%	-$6.51K	0.02%	172
2025 Q1	$421K	Hold	7,133	–	–	0.02%	167
2024 Q4	$353K	Buy	7,133 +2,901	+69%	+$146K	0.02%	188
2024 Q3	$210K	Buy	+4,232	New	+$198K	0.01%	246
2021 Q1	–	Sell	-10,625	Closed	-$385K	–	206
2020 Q4	$385K	Buy	+10,625	New	+$380K	0.03%	100
2013 Q3	–	Sell	-358	Closed	-$9K	–	162
2013 Q2	$9K	Buy	+358	New	+$9.9K	﹤0.01%	277

Other funds holding IAU

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Citigroup New York $308B AUM 40.94% 1-Year Est. Return

WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $12.9B AUM 11.73% 1-Year Est. Return

KeyBank National Association Cleveland, Ohio $30.6B AUM 20.91% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Arnhold LLC New York $1.4B AUM 42.37% 1-Year Est. Return

Equitable Trust Nashville, Tennessee $2.38B AUM 22.38% 1-Year Est. Return

Obermeyer Wealth Partners's IAU Position: Q3 2026 in Review

Obermeyer Wealth Partners increased its iShares Gold Trust (IAU) stake by 161% in Q3 2026, buying an estimated $655K and bringing the position to 13,256 shares worth $1.04M. The position accounts for 0.04% of the portfolio, ranked #117.

Obermeyer Wealth Partners first reported a position in IAU in Q2 2013 and has held it in 11 quarters since. The position peaked at $1.15M in Q1 2026. 1,213 funds tracked by Wall St. Rank hold IAU as of Q3 2026.

Obermeyer Wealth Partners held 13,256 shares of iShares Gold Trust worth $1.04M as of Q3 2026.
Obermeyer Wealth Partners bought 8,177 iShares Gold Trust shares in Q3 2026, an estimated $655K.
iShares Gold Trust made up 0.04% of Obermeyer Wealth Partners's portfolio in Q3 2026, its #117 holding.
Obermeyer Wealth Partners first reported a position in iShares Gold Trust in Q2 2013 and has held it in 11 quarters since.
Obermeyer Wealth Partners's iShares Gold Trust position peaked at $1.15M in Q1 2026.
1,213 funds tracked by Wall St. Rank held iShares Gold Trust as of Q3 2026.

Based on Obermeyer Wealth Partners's 13F filing for Q3 2026, filed 21 Oct 2026.