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

ShoreHaven 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	$2.66M	Buy	35,180 +200	+0.6%	+$17K	0.84%	27
2026 Q1	$3.08M	Sell	34,980 -31,508	-47%	-$2.89M	1.11%	24
2025 Q4	$5.4M	Sell	66,488 -924	-1%	-$72.3K	1.94%	16
2025 Q3	$4.91M	Buy	67,412 +6,937	+11%	+$453K	1.81%	16
2025 Q2	$3.77M	Buy	60,475 +4,723	+8%	+$293K	1.55%	18
2025 Q1	$3.29M	Buy	55,752 +33,603	+152%	+$1.82M	1.57%	19
2024 Q4	$1.1M	Buy	+22,149	New	+$1.11M	0.52%	37
2021 Q3	–	Sell	-7,333	Closed	-$247K	–	53
2021 Q2	$247K	Sell	7,333 -116,203	-94%	-$4.02M	0.13%	47
2021 Q1	$4.02M	Buy	123,536 +5,849	+5%	+$200K	2.18%	16
2020 Q4	$4.27M	Buy	+117,687	New	+$4.21M	2.39%	15

Other funds holding IAU

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

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

ShoreHaven Wealth Partners increased its iShares Gold Trust (IAU) stake by 0.57% in Q2 2026, buying an estimated $17K and bringing the position to 35,180 shares worth $2.66M. The position accounts for 0.84% of the portfolio, ranked #27.

ShoreHaven Wealth Partners first reported a position in IAU in Q4 2020 and has held it in 10 quarters since. The position peaked at $5.4M in Q4 2025. 1,901 funds tracked by Wall St. Rank hold IAU as of Q2 2026.

ShoreHaven Wealth Partners held 35,180 shares of iShares Gold Trust worth $2.66M as of Q2 2026.
ShoreHaven Wealth Partners bought 200 iShares Gold Trust shares in Q2 2026, an estimated $17K.
iShares Gold Trust made up 0.84% of ShoreHaven Wealth Partners's portfolio in Q2 2026, its #27 holding.
ShoreHaven Wealth Partners first reported a position in iShares Gold Trust in Q4 2020 and has held it in 10 quarters since.
ShoreHaven Wealth Partners's iShares Gold Trust position peaked at $5.4M in Q4 2025.
1,901 funds tracked by Wall St. Rank held iShares Gold Trust as of Q2 2026.

Based on ShoreHaven Wealth Partners's 13F filing for Q2 2026, filed 14 Jul 2026.