One Advisory Partners’s iShares Gold Trust IAU Stock Holding History

One Advisory 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	$3.19M	Buy	42,311 +4,078	+11%	+$346K	0.87%	26
2026 Q1	$3.37M	Sell	38,233 -63,927	-63%	-$5.86M	1.04%	26
2025 Q4	$8.29M	Sell	102,160 -4,062	-4%	-$318K	2.5%	15
2025 Q3	$8.22M	Buy	106,222 +30,526	+40%	+$1.99M	2.52%	15
2025 Q2	$4.84M	Sell	75,696 -1,791	-2%	-$111K	1.62%	20
2025 Q1	$4.57M	Buy	77,487 +43,021	+125%	+$2.33M	1.95%	16
2024 Q4	$1.71M	Buy	+34,466	New	+$1.73M	0.76%	22

Other funds holding IAU

WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $12.8B AUM 19.73% 1-Year Est. Return

Equitable Trust Nashville, Tennessee $2.4B AUM 30.76% 1-Year Est. Return

BIAS

Beacon Investment Advisory Services Morristown, New Jersey $2.69B AUM 35.07% 1-Year Est. Return

JMFC

J.M. Forbes & Co Boston, Massachusetts $1.27B AUM 26.46% 1-Year Est. Return

AHC

Anderson Hoagland & Co St Louis, Missouri $1.28B AUM 29.05% 1-Year Est. Return

NCM

Narwhal Capital Management Marietta, Georgia $1.45B AUM 28.39% 1-Year Est. Return

EWA

EverSource Wealth Advisors Birmingham, Alabama $2.97B AUM 28.74% 1-Year Est. Return

GenWealth Group Maplewood, New Jersey $642M AUM 20.77% 1-Year Est. Return

PAS

Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return

Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return

One Advisory Partners's IAU Position: Q2 2026 in Review

One Advisory Partners increased its iShares Gold Trust (IAU) stake by 11% in Q2 2026, buying an estimated $346K and bringing the position to 42,311 shares worth $3.19M. The position accounts for 0.87% of the portfolio, ranked #26.

One Advisory Partners first reported a position in IAU in Q4 2024 and has held it in 7 quarters since. The position peaked at $8.29M in Q4 2025. 668 funds tracked by Wall St. Rank hold IAU as of Q2 2026.

One Advisory Partners held 42,311 shares of iShares Gold Trust worth $3.19M as of Q2 2026.
One Advisory Partners bought 4,078 iShares Gold Trust shares in Q2 2026, an estimated $346K.
iShares Gold Trust made up 0.87% of One Advisory Partners's portfolio in Q2 2026, its #26 holding.
One Advisory Partners first reported a position in iShares Gold Trust in Q4 2024 and has held it in 7 quarters since.
One Advisory Partners's iShares Gold Trust position peaked at $8.29M in Q4 2025.
668 funds tracked by Wall St. Rank held iShares Gold Trust as of Q2 2026.

Based on One Advisory Partners's 13F filing for Q2 2026, filed 21 Jul 2026.