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

RWA 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 		$3.53M Buy
46,798
+22,870
+96% +$1.94M 0.03% 205
2026
Q1 		$2.11M Sell
23,928
-88,819
-79% -$8.15M 0.02% 252
2025
Q4 		$9.15M Sell
112,747
-3,487
-3% -$273K 0.1% 111
2025
Q3 		$8.46M Buy
116,234
+8,009
+7% +$522K 0.1% 128
2025
Q2 		$6.75M Buy
108,225
+85,389
+374% +$5.29M 0.08% 129
2025
Q1 		$1.35M Buy
22,836
+14,581
+177% +$789K 0.02% 280
2024
Q4 		$409K Sell
8,255
-37,598
-82% -$1.89M 0.01% 440
2024
Q3 		$2.28M Buy
45,853
+21,990
+92% +$1.03M 0.03% 239
2024
Q2 		$1.05M Sell
23,863
-32,747
-58% -$1.45M 0.01% 295
2024
Q1 		$2.38M Sell
56,610
-340
-0.6% -$13.3K 0.03% 219
2023
Q4 		$2.22M Buy
56,950
+50,149
+737% +$1.88M 0.03% 215
2023
Q3 		$238K Sell
6,801
-3,834
-36% -$140K 0.01% 341
2023
Q2 		$387K Sell
10,635
-50,942
-83% -$1.91M 0.01% 255
2023
Q1 		$2.3M Sell
61,577
-7,124
-10% -$256K 0.06% 95
2022
Q4 		$2.45M Buy
+68,701
New +$2.26M 0.06% 97
2020
Q3 		– Sell
-29,604
Closed -$1.01M – 220
2020
Q2 		$1.01M Sell
29,604
-9,162
-24% -$300K 0.12% 100
2020
Q1 		$1.17M Sell
38,766
-607
-2% -$18.4K 0.17% 87
2019
Q4 		$1.14M Buy
+39,373
New +$1.12M 0.11% 113
2019
Q2 		– Sell
-52,076
Closed -$1.29M – 234
2019
Q1 		$1.29M Buy
+52,076
New +$1.3M 0.15% 102
2018
Q3 		– Sell
-3,878
Closed -$93K – 455
2018
Q2 		$93K Buy
3,878
+2,091
+117% +$52.4K 0.01% 333
2018
Q1 		$45K Buy
+1,787
New +$45.6K 0.01% 353
2017
Q4 		– Sell
-46,297
Closed -$1.14M – 243
2017
Q3 		$1.14M Sell
46,297
-3,789
-8% -$93.2K 0.13% 112
2017
Q2 		$1.2M Sell
50,086
-4,983
-9% -$121K 0.15% 97
2017
Q1 		$1.32M Buy
+55,069
New +$1.29M 0.17% 90

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

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

RWA Wealth Partners increased its iShares Gold Trust (IAU) stake by 96% in Q2 2026, buying an estimated $1.94M and bringing the position to 46,798 shares worth $3.53M. The position accounts for 0.03% of the portfolio, ranked #205.

RWA Wealth Partners first reported a position in IAU in Q1 2017 and has held it in 24 quarters since. The position peaked at $9.15M in Q4 2025. 1,901 funds tracked by Wall St. Rank hold IAU as of Q2 2026.

  • RWA Wealth Partners held 46,798 shares of iShares Gold Trust worth $3.53M as of Q2 2026.
  • RWA Wealth Partners bought 22,870 iShares Gold Trust shares in Q2 2026, an estimated $1.94M.
  • iShares Gold Trust made up 0.03% of RWA Wealth Partners's portfolio in Q2 2026, its #205 holding.
  • RWA Wealth Partners first reported a position in iShares Gold Trust in Q1 2017 and has held it in 24 quarters since.
  • RWA Wealth Partners's iShares Gold Trust position peaked at $9.15M in Q4 2025.
  • 1,901 funds tracked by Wall St. Rank held iShares Gold Trust as of Q2 2026.

Based on RWA Wealth Partners's 13F filing for Q2 2026, filed 7 Aug 2026.