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 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	+$9.86K	﹤0.01%	277

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

Obermeyer Wealth Partners's IAU Position: Q2 2026 in Review

Obermeyer Wealth Partners reduced its iShares Gold Trust (IAU) stake by 61% in Q2 2026, selling an estimated $675K and leaving 5,079 shares worth $384K. The position accounts for 0.02% of the portfolio, ranked #210.

Obermeyer Wealth Partners first reported a position in IAU in Q2 2013 and has held it in 10 quarters since. The position peaked at $1.15M in Q1 2026. 1,912 funds tracked by Wall St. Rank hold IAU as of Q2 2026.

Obermeyer Wealth Partners held 5,079 shares of iShares Gold Trust worth $384K as of Q2 2026.
Obermeyer Wealth Partners sold 7,950 iShares Gold Trust shares in Q2 2026, an estimated $675K.
iShares Gold Trust made up 0.02% of Obermeyer Wealth Partners's portfolio in Q2 2026, its #210 holding.
Obermeyer Wealth Partners first reported a position in iShares Gold Trust in Q2 2013 and has held it in 10 quarters since.
Obermeyer Wealth Partners's iShares Gold Trust position peaked at $1.15M in Q1 2026.
1,912 funds tracked by Wall St. Rank held iShares Gold Trust as of Q2 2026.

Based on Obermeyer Wealth Partners's 13F filing for Q2 2026, filed 29 Jul 2026.