Root Financial Partners
IAU icon

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

Root 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 		$481K Buy
6,156
+106
+2% +$8.5K 0.02% 230
2026
Q2 		$457K Sell
6,050
-870
-13% -$73.9K 0.02% 209
2026
Q1 		$610K Buy
6,920
+3,908
+130% +$358K 0.03% 145
2025
Q4 		$244K Buy
3,012
+926
+44% +$72.4K 0.01% 261
2025
Q3 		$152K Buy
+2,086
New +$136K 0.01% 333

Other funds holding IAU

Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return
WealthNavi Inc
WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $12.9B AUM 11.73% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $192B AUM 13.66% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return

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

Root Financial Partners increased its iShares Gold Trust (IAU) stake by 1.8% in Q3 2026, buying an estimated $8.5K and bringing the position to 6,156 shares worth $481K. The position accounts for 0.02% of the portfolio, ranked #230.

Root Financial Partners first reported a position in IAU in Q3 2025 and has held it in 5 quarters since. The position peaked at $610K in Q1 2026. 1,749 funds tracked by Wall St. Rank hold IAU as of Q3 2026.

  • Root Financial Partners held 6,156 shares of iShares Gold Trust worth $481K as of Q3 2026.
  • Root Financial Partners bought 106 iShares Gold Trust shares in Q3 2026, an estimated $8.5K.
  • iShares Gold Trust made up 0.02% of Root Financial Partners's portfolio in Q3 2026, its #230 holding.
  • Root Financial Partners first reported a position in iShares Gold Trust in Q3 2025 and has held it in 5 quarters since.
  • Root Financial Partners's iShares Gold Trust position peaked at $610K in Q1 2026.
  • 1,749 funds tracked by Wall St. Rank held iShares Gold Trust as of Q3 2026.

Based on Root Financial Partners's 13F filing for Q3 2026, filed 21 Oct 2026.