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

Revolve 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	$288K	Hold	3,810	–	–	0.03%	282
2026 Q1	$336K	Hold	3,810	–	–	0.04%	163
2025 Q4	$309K	Hold	3,810	–	–	0.04%	183
2025 Q3	$277K	Hold	3,810	–	–	0.03%	182
2025 Q2	$238K	Hold	3,810	–	–	0.03%	200
2025 Q1	$225K	Buy	+3,810	New	+$206K	0.03%	203

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

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

Revolve Wealth Partners held its iShares Gold Trust (IAU) position steady in Q2 2026 at 3,810 shares worth $288K. The position accounts for 0.03% of the portfolio, ranked #282.

Revolve Wealth Partners first reported a position in IAU in Q1 2025 and has held it in 6 quarters since. The position peaked at $336K in Q1 2026. 1,901 funds tracked by Wall St. Rank hold IAU as of Q2 2026.

Revolve Wealth Partners held 3,810 shares of iShares Gold Trust worth $288K as of Q2 2026.
Revolve Wealth Partners left its iShares Gold Trust share count unchanged in Q2 2026.
iShares Gold Trust made up 0.03% of Revolve Wealth Partners's portfolio in Q2 2026, its #282 holding.
Revolve Wealth Partners first reported a position in iShares Gold Trust in Q1 2025 and has held it in 6 quarters since.
Revolve Wealth Partners's iShares Gold Trust position peaked at $336K in Q1 2026.
1,901 funds tracked by Wall St. Rank held iShares Gold Trust as of Q2 2026.

Based on Revolve Wealth Partners's 13F filing for Q2 2026, filed 9 Jul 2026.