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

Semus 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
Q1 		$321K Sell
3,643
-1,813
-33% -$166K 0.18% 81
2025
Q4 		$443K Sell
5,456
-104
-2% -$8.13K 0.24% 66
2025
Q3 		$405K Buy
5,560
+1,026
+23% +$66.9K 0.23% 69
2025
Q2 		$283K Sell
4,534
-694
-13% -$43K 0.18% 88
2025
Q1 		$308K Buy
+5,228
New +$283K 0.21% 76

Other funds holding IAU

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return

Semus Wealth Partners's IAU Position: Q1 2026 in Review

Semus Wealth Partners reduced its iShares Gold Trust (IAU) stake by 33% in Q1 2026, selling an estimated $166K and leaving 3,643 shares worth $321K. The position accounts for 0.18% of the portfolio, ranked #81.

Semus Wealth Partners first reported a position in IAU in Q1 2025 and has held it in 5 quarters since. The position peaked at $443K in Q4 2025. 1,961 funds tracked by Wall St. Rank hold IAU as of Q1 2026.

  • Semus Wealth Partners held 3,643 shares of iShares Gold Trust worth $321K as of Q1 2026.
  • Semus Wealth Partners sold 1,813 iShares Gold Trust shares in Q1 2026, an estimated $166K.
  • iShares Gold Trust made up 0.18% of Semus Wealth Partners's portfolio in Q1 2026, its #81 holding.
  • Semus Wealth Partners first reported a position in iShares Gold Trust in Q1 2025 and has held it in 5 quarters since.
  • Semus Wealth Partners's iShares Gold Trust position peaked at $443K in Q4 2025.
  • 1,961 funds tracked by Wall St. Rank held iShares Gold Trust as of Q1 2026.

Based on Semus Wealth Partners's 13F filing for Q1 2026, filed 24 Apr 2026.