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

Sagespring 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 		$31.3M Buy
413,958
+18,167
+5% +$1.54M 0.48% 36
2026
Q1 		$34.9M Sell
395,791
-183,614
-32% -$16.8M 0.64% 30
2025
Q4 		$47M Sell
579,405
-35,960
-6% -$2.81M 0.85% 26
2025
Q3 		$44.8M Buy
615,365
+25,635
+4% +$1.67M 0.88% 26
2025
Q2 		$36.8M Buy
589,730
+29,200
+5% +$1.81M 0.79% 26
2025
Q1 		$33M Buy
560,530
+352,920
+170% +$19.1M 0.83% 24
2024
Q4 		$10.3M Buy
+207,610
New +$10.4M 0.27% 50

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

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

Sagespring Wealth Partners increased its iShares Gold Trust (IAU) stake by 4.6% in Q2 2026, buying an estimated $1.54M and bringing the position to 413,958 shares worth $31.3M. The position accounts for 0.48% of the portfolio, ranked #36.

Sagespring Wealth Partners first reported a position in IAU in Q4 2024 and has held it in 7 quarters since. The position peaked at $47M in Q4 2025. 1,912 funds tracked by Wall St. Rank hold IAU as of Q2 2026.

  • Sagespring Wealth Partners held 413,958 shares of iShares Gold Trust worth $31.3M as of Q2 2026.
  • Sagespring Wealth Partners bought 18,167 iShares Gold Trust shares in Q2 2026, an estimated $1.54M.
  • iShares Gold Trust made up 0.48% of Sagespring Wealth Partners's portfolio in Q2 2026, its #36 holding.
  • Sagespring Wealth Partners first reported a position in iShares Gold Trust in Q4 2024 and has held it in 7 quarters since.
  • Sagespring Wealth Partners's iShares Gold Trust position peaked at $47M in Q4 2025.
  • 1,912 funds tracked by Wall St. Rank held iShares Gold Trust as of Q2 2026.

Based on Sagespring Wealth Partners's 13F filing for Q2 2026, filed 3 Aug 2026.