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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
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
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

Obermeyer Wealth Partners's IAU Position: Q1 2026 in Review

Obermeyer Wealth Partners reduced its iShares Gold Trust (IAU) stake by 0.12% in Q1 2026, selling an estimated $1.47K and leaving 13,029 shares worth $1.15M. The position accounts for 0.05% of the portfolio, ranked #104.

Obermeyer Wealth Partners first reported a position in IAU in Q2 2013 and has held it in 9 quarters since. 1,960 funds tracked by Wall St. Rank hold IAU as of Q1 2026.

  • Obermeyer Wealth Partners held 13,029 shares of iShares Gold Trust worth $1.15M as of Q1 2026.
  • Obermeyer Wealth Partners sold 16 iShares Gold Trust shares in Q1 2026, an estimated $1.47K.
  • iShares Gold Trust made up 0.05% of Obermeyer Wealth Partners's portfolio in Q1 2026, its #104 holding.
  • Obermeyer Wealth Partners first reported a position in iShares Gold Trust in Q2 2013 and has held it in 9 quarters since.
  • 1,960 funds tracked by Wall St. Rank held iShares Gold Trust as of Q1 2026.

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