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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
Q2 		$325K Buy
+4,300
New +$365K 0.17% 101

Other funds holding IAU

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
GG
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
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return
SPIA
Strategic Point Investment Advisors Providence, Rhode Island $767M AUM 17.58% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
AFAS
Acorn Financial Advisory Services Reston, Virginia $753M AUM 36.94% 1-Year Est. Return
BTI
Blue Trust Inc Alpharetta, Georgia $9.54B AUM 19.86% 1-Year Est. Return

Quantum Financial Partners's IAU Position: Q2 2026 in Review

Quantum Financial Partners opened a new position in iShares Gold Trust (IAU) in Q2 2026: 4,300 shares worth $325K. The stake represents 0.17% of the portfolio and ranks #101 among its holdings.

489 funds tracked by Wall St. Rank hold IAU as of Q2 2026.

  • Quantum Financial Partners held 4,300 shares of iShares Gold Trust worth $325K as of Q2 2026.
  • iShares Gold Trust was a new Quantum Financial Partners position in Q2 2026.
  • iShares Gold Trust made up 0.17% of Quantum Financial Partners's portfolio in Q2 2026, its #101 holding.
  • 489 funds tracked by Wall St. Rank held iShares Gold Trust as of Q2 2026.

Based on Quantum Financial Partners's 13F filing for Q2 2026, filed 20 Jul 2026.