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

Quotient 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	$380K	Buy	5,030 +190	+4%	+$16.1K	0.01%	257
2026 Q1	$427K	Sell	4,840 -677	-12%	-$62.1K	0.01%	224
2025 Q4	$448K	Buy	5,517 +310	+6%	+$24.2K	0.01%	214
2025 Q3	$379K	Buy	5,207 +518	+11%	+$33.8K	0.01%	240
2025 Q2	$292K	Sell	4,689 -2,296	-33%	-$142K	0.01%	275
2025 Q1	$412K	Buy	6,985 +885	+15%	+$47.9K	0.01%	206
2024 Q4	$302K	Buy	6,100 +1,416	+30%	+$71.2K	0.01%	244
2024 Q3	$233K	Buy	+4,684	New	+$219K	0.01%	289

Other funds holding IAU

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

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

Quotient Wealth Partners increased its iShares Gold Trust (IAU) stake by 3.9% in Q2 2026, buying an estimated $16.1K and bringing the position to 5,030 shares worth $380K. The position accounts for 0.01% of the portfolio, ranked #257.

Quotient Wealth Partners first reported a position in IAU in Q3 2024 and has held it in 8 quarters since. The position peaked at $448K in Q4 2025. 1,909 funds tracked by Wall St. Rank hold IAU as of Q2 2026.

Quotient Wealth Partners held 5,030 shares of iShares Gold Trust worth $380K as of Q2 2026.
Quotient Wealth Partners bought 190 iShares Gold Trust shares in Q2 2026, an estimated $16.1K.
iShares Gold Trust made up 0.01% of Quotient Wealth Partners's portfolio in Q2 2026, its #257 holding.
Quotient Wealth Partners first reported a position in iShares Gold Trust in Q3 2024 and has held it in 8 quarters since.
Quotient Wealth Partners's iShares Gold Trust position peaked at $448K in Q4 2025.
1,909 funds tracked by Wall St. Rank held iShares Gold Trust as of Q2 2026.

Based on Quotient Wealth Partners's 13F filing for Q2 2026, filed 3 Aug 2026.