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 Q3	$910K	Sell	11,647 -30,664	-72%	-$2.46M	0.25%	38
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

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

Pennsylvania State University University Park, Pennsylvania $252M AUM 13.5% 1-Year Est. Return

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

Beacon Investment Advisory Services Morristown, New Jersey $2.66B AUM 29.77% 1-Year Est. Return

J.M. Forbes & Co Boston, Massachusetts $1.33B AUM 21.14% 1-Year Est. Return

Tanglewood Wealth Management Houston, Texas $1.2B AUM 13.27% 1-Year Est. Return

Anderson Hoagland & Co St Louis, Missouri $1.31B AUM 21.27% 1-Year Est. Return

GenWealth Group Maplewood, New Jersey $641M AUM 11.61% 1-Year Est. Return

TD Waterhouse Canada Toronto, Ontario, Canada $38.4B AUM 30.28% 1-Year Est. Return

Cadinha & Co Honolulu, Hawaii $616M AUM 24.55% 1-Year Est. Return

One Advisory Partners's IAU Position: Q3 2026 in Review

One Advisory Partners reduced its iShares Gold Trust (IAU) stake by 72% in Q3 2026, selling an estimated $2.46M and leaving 11,647 shares worth $910K. The position accounts for 0.25% of the portfolio, ranked #38.

One Advisory Partners first reported a position in IAU in Q4 2024 and has held it in 8 quarters since. The position peaked at $8.29M in Q4 2025. 641 funds tracked by Wall St. Rank hold IAU as of Q3 2026.

One Advisory Partners held 11,647 shares of iShares Gold Trust worth $910K as of Q3 2026.
One Advisory Partners sold 30,664 iShares Gold Trust shares in Q3 2026, an estimated $2.46M.
iShares Gold Trust made up 0.25% of One Advisory Partners's portfolio in Q3 2026, its #38 holding.
One Advisory Partners first reported a position in iShares Gold Trust in Q4 2024 and has held it in 8 quarters since.
One Advisory Partners's iShares Gold Trust position peaked at $8.29M in Q4 2025.
641 funds tracked by Wall St. Rank held iShares Gold Trust as of Q3 2026.

Based on One Advisory Partners's 13F filing for Q3 2026, filed 22 Oct 2026.