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

Stone 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
Q3 		$2.13M Buy
+27,196
New +$2.18M 0.74% 41

Other funds holding IAU

Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return
WealthNavi Inc
WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $12.9B AUM 11.73% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $192B AUM 13.66% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return

Stone Wealth Partners's IAU Position: Q3 2026 in Review

Stone Wealth Partners opened a new position in iShares Gold Trust (IAU) in Q3 2026: 27,196 shares worth $2.13M. The stake represents 0.74% of the portfolio and ranks #41 among its holdings.

1,749 funds tracked by Wall St. Rank hold IAU as of Q3 2026.

  • Stone Wealth Partners held 27,196 shares of iShares Gold Trust worth $2.13M as of Q3 2026.
  • iShares Gold Trust was a new Stone Wealth Partners position in Q3 2026.
  • iShares Gold Trust made up 0.74% of Stone Wealth Partners's portfolio in Q3 2026, its #41 holding.
  • 1,749 funds tracked by Wall St. Rank held iShares Gold Trust as of Q3 2026.

Based on Stone Wealth Partners's 13F filing for Q3 2026, filed 5 Nov 2026.