Quantum Financial Partners
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Quantum Financial Partners’s iShares Gold Trust IAU Stock Holding History

Quantum Financial 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 		$465K Buy
5,950
+1,650
+38% +$132K 0.24% 86
2026
Q2 		$325K Buy
+4,300
New +$365K 0.17% 101

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Quantum Financial Partners's IAU Position: Q3 2026 in Review

Quantum Financial Partners increased its iShares Gold Trust (IAU) stake by 38% in Q3 2026, buying an estimated $132K and bringing the position to 5,950 shares worth $465K. The position accounts for 0.24% of the portfolio, ranked #86.

Quantum Financial Partners first reported a position in IAU in Q2 2026 and has held it in 2 quarters since. 641 funds tracked by Wall St. Rank hold IAU as of Q3 2026.

  • Quantum Financial Partners held 5,950 shares of iShares Gold Trust worth $465K as of Q3 2026.
  • Quantum Financial Partners bought 1,650 iShares Gold Trust shares in Q3 2026, an estimated $132K.
  • iShares Gold Trust made up 0.24% of Quantum Financial Partners's portfolio in Q3 2026, its #86 holding.
  • Quantum Financial Partners first reported a position in iShares Gold Trust in Q2 2026 and has held it in 2 quarters since.
  • 641 funds tracked by Wall St. Rank held iShares Gold Trust as of Q3 2026.

Based on Quantum Financial Partners's 13F filing for Q3 2026, filed 19 Oct 2026.