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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
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
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

Quotient Wealth Partners's IAU Position: Q1 2026 in Review

Quotient Wealth Partners reduced its iShares Gold Trust (IAU) stake by 12% in Q1 2026, selling an estimated $62.1K and leaving 4,840 shares worth $427K. The position accounts for 0.01% of the portfolio, ranked #224.

Quotient Wealth Partners first reported a position in IAU in Q3 2024 and has held it in 7 quarters since. The position peaked at $448K in Q4 2025. 1,960 funds tracked by Wall St. Rank hold IAU as of Q1 2026.

  • Quotient Wealth Partners held 4,840 shares of iShares Gold Trust worth $427K as of Q1 2026.
  • Quotient Wealth Partners sold 677 iShares Gold Trust shares in Q1 2026, an estimated $62.1K.
  • iShares Gold Trust made up 0.01% of Quotient Wealth Partners's portfolio in Q1 2026, its #224 holding.
  • Quotient Wealth Partners first reported a position in iShares Gold Trust in Q3 2024 and has held it in 7 quarters since.
  • Quotient Wealth Partners's iShares Gold Trust position peaked at $448K in Q4 2025.
  • 1,960 funds tracked by Wall St. Rank held iShares Gold Trust as of Q1 2026.

Based on Quotient Wealth Partners's 13F filing for Q1 2026, filed 16 Apr 2026.