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

ORG 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 		$4K Sell
53
-100
-65% -$8.49K ﹤0.01% 599
2026
Q1 		$13.5K Buy
153
+100
+189% +$9.17K ﹤0.01% 466
2025
Q4 		$4.3K Hold
53
– – ﹤0.01% 531
2025
Q3 		$3.86K Hold
53
– – ﹤0.01% 546
2025
Q2 		$3.33K Hold
53
– – ﹤0.01% 578
2025
Q1 		$3.12K Hold
53
– – ﹤0.01% 651
2024
Q4 		$2.62K Buy
+53
New +$2.66K ﹤0.01% 460

Other funds holding IAU

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

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

ORG Wealth Partners reduced its iShares Gold Trust (IAU) stake by 65% in Q2 2026, selling an estimated $8.49K and leaving 53 shares worth $4K. The position accounts for ﹤0.01% of the portfolio, ranked #599.

ORG Wealth Partners first reported a position in IAU in Q4 2024 and has held it in 7 quarters since. The position peaked at $13.5K in Q1 2026. 1,909 funds tracked by Wall St. Rank hold IAU as of Q2 2026.

  • ORG Wealth Partners held 53 shares of iShares Gold Trust worth $4K as of Q2 2026.
  • ORG Wealth Partners sold 100 iShares Gold Trust shares in Q2 2026, an estimated $8.49K.
  • iShares Gold Trust made up ﹤0.01% of ORG Wealth Partners's portfolio in Q2 2026, its #599 holding.
  • ORG Wealth Partners first reported a position in iShares Gold Trust in Q4 2024 and has held it in 7 quarters since.
  • ORG Wealth Partners's iShares Gold Trust position peaked at $13.5K in Q1 2026.
  • 1,909 funds tracked by Wall St. Rank held iShares Gold Trust as of Q2 2026.

Based on ORG Wealth Partners's 13F filing for Q2 2026, filed 27 Jul 2026.