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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
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

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

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

Root Financial Partners reduced its iShares Gold Trust (IAU) stake by 13% in Q2 2026, selling an estimated $73.9K and leaving 6,050 shares worth $457K. The position accounts for 0.02% of the portfolio, ranked #209.

Root Financial Partners first reported a position in IAU in Q3 2025 and has held it in 4 quarters since. The position peaked at $610K in Q1 2026. 1,910 funds tracked by Wall St. Rank hold IAU as of Q2 2026.

  • Root Financial Partners held 6,050 shares of iShares Gold Trust worth $457K as of Q2 2026.
  • Root Financial Partners sold 870 iShares Gold Trust shares in Q2 2026, an estimated $73.9K.
  • iShares Gold Trust made up 0.02% of Root Financial Partners's portfolio in Q2 2026, its #209 holding.
  • Root Financial Partners first reported a position in iShares Gold Trust in Q3 2025 and has held it in 4 quarters since.
  • Root Financial Partners's iShares Gold Trust position peaked at $610K in Q1 2026.
  • 1,910 funds tracked by Wall St. Rank held iShares Gold Trust as of Q2 2026.

Based on Root Financial Partners's 13F filing for Q2 2026, filed 29 Jul 2026.