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

Shepherd 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
Q1 		$11.7M Sell
132,862
-53,552
-29% -$4.91M 1.11% 25
2025
Q4 		$15.1M Sell
186,414
-4,412
-2% -$345K 1.4% 21
2025
Q3 		$13.9M Buy
190,826
+26,032
+16% +$1.7M 1.32% 21
2025
Q2 		$10.3M Buy
164,794
+24,771
+18% +$1.53M 1.09% 25
2025
Q1 		$8.26M Buy
140,023
+129,565
+1,239% +$7.01M 0.97% 28
2024
Q4 		$518K Sell
10,458
-29
-0.3% -$1.46K 0.06% 140
2024
Q3 		$521K Buy
10,487
+652
+7% +$30.5K 0.06% 138
2024
Q2 		$432K Sell
9,835
-38
-0.4% -$1.68K 0.06% 154
2024
Q1 		$415K Hold
9,873
– – 0.05% 163
2023
Q4 		$385K Buy
9,873
+2,364
+31% +$88.5K 0.05% 162
2023
Q3 		$263K Sell
7,509
-8,918
-54% -$325K 0.04% 171
2023
Q2 		$598K Buy
16,427
+3,174
+24% +$119K 0.09% 118
2023
Q1 		$495K Buy
13,253
+4,774
+56% +$171K 0.08% 129
2022
Q4 		$293K Sell
8,479
-479
-5% -$15.7K 0.05% 148
2022
Q3 		$282K Sell
8,958
-5,799
-39% -$190K 0.06% 140
2022
Q2 		$506K Buy
+14,757
New +$525K 0.1% 111
2022
Q1 		– Sell
-17,908
Closed -$621K – 164
2021
Q4 		$621K Sell
17,908
-145,128
-89% -$4.96M 0.11% 104
2021
Q3 		$5.46M Sell
163,036
-125,158
-43% -$4.26M 1.05% 18
2021
Q2 		$9.71M Sell
288,194
-9,649
-3% -$334K 1.85% 12
2021
Q1 		$9.69M Sell
297,843
-25,499
-8% -$871K 2.14% 9
2020
Q4 		$11.7M Buy
+323,342
New +$11.6M 2.67% 8

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

Shepherd Financial Partners's IAU Position: Q1 2026 in Review

Shepherd Financial Partners reduced its iShares Gold Trust (IAU) stake by 29% in Q1 2026, selling an estimated $4.91M and leaving 132,862 shares worth $11.7M. The position accounts for 1.11% of the portfolio, ranked #25.

Shepherd Financial Partners first reported a position in IAU in Q4 2020 and has held it in 21 quarters since. The position peaked at $15.1M in Q4 2025. 1,960 funds tracked by Wall St. Rank hold IAU as of Q1 2026.

  • Shepherd Financial Partners held 132,862 shares of iShares Gold Trust worth $11.7M as of Q1 2026.
  • Shepherd Financial Partners sold 53,552 iShares Gold Trust shares in Q1 2026, an estimated $4.91M.
  • iShares Gold Trust made up 1.11% of Shepherd Financial Partners's portfolio in Q1 2026, its #25 holding.
  • Shepherd Financial Partners first reported a position in iShares Gold Trust in Q4 2020 and has held it in 21 quarters since.
  • Shepherd Financial Partners's iShares Gold Trust position peaked at $15.1M in Q4 2025.
  • 1,960 funds tracked by Wall St. Rank held iShares Gold Trust as of Q1 2026.

Based on Shepherd Financial Partners's 13F filing for Q1 2026, filed 11 May 2026.