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&Partners’s iShares Gold Trust IAU Stock Holding History

&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 		$18M Sell
203,770
-2,710
-1% -$249K 0.09% 211
2025
Q4 		$16.7M Buy
206,480
+16,429
+9% +$1.28M 0.09% 208
2025
Q3 		$13.8M Buy
190,051
+21,834
+13% +$1.42M 0.09% 214
2025
Q2 		$10.5M Buy
168,217
+105,973
+170% +$6.57M 0.08% 232
2025
Q1 		$3.62M Sell
62,244
-3,947
-6% -$214K 0.04% 368
2024
Q4 		$3.28M Sell
66,191
-5,435
-8% -$273K 0.04% 361
2024
Q3 		$3.56M Buy
71,626
+16,034
+29% +$751K 0.07% 257
2024
Q2 		$2.44M Buy
+55,592
New +$2.46M 0.11% 188

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

&Partners's IAU Position: Q1 2026 in Review

&Partners reduced its iShares Gold Trust (IAU) stake by 1.3% in Q1 2026, selling an estimated $249K and leaving 203,770 shares worth $18M. The position accounts for 0.09% of the portfolio, ranked #211.

&Partners first reported a position in IAU in Q2 2024 and has held it in 8 quarters since. 1,960 funds tracked by Wall St. Rank hold IAU as of Q1 2026.

  • &Partners held 203,770 shares of iShares Gold Trust worth $18M as of Q1 2026.
  • &Partners sold 2,710 iShares Gold Trust shares in Q1 2026, an estimated $249K.
  • iShares Gold Trust made up 0.09% of &Partners's portfolio in Q1 2026, its #211 holding.
  • &Partners first reported a position in iShares Gold Trust in Q2 2024 and has held it in 8 quarters since.
  • 1,960 funds tracked by Wall St. Rank held iShares Gold Trust as of Q1 2026.

Based on &Partners's 13F filing for Q1 2026, filed 15 May 2026.