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

Strategic 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 		$1.82M Sell
20,632
-1,482
-7% -$136K 0.13% 113
2025
Q4 		$1.8M Sell
22,114
-4,735
-18% -$370K 0.12% 118
2025
Q3 		$1.95M Buy
26,849
+5,492
+26% +$358K 0.15% 105
2025
Q2 		$1.33M Buy
+21,357
New +$1.32M 0.1% 126
2024
Q4 		$1.23M Sell
22,269
-854
-4% -$42.9K 0.1% 132
2024
Q3 		$1.15M Sell
23,123
-2,292
-9% -$107K 0.11% 136
2024
Q2 		$1.12M Buy
25,415
+299
+1% +$13.2K 0.12% 125
2024
Q1 		$1.06M Buy
25,116
+3,037
+14% +$119K 0.12% 130
2023
Q4 		$862K Buy
22,079
+440
+2% +$16.5K 0.11% 137
2023
Q3 		$757K Buy
21,639
+372
+2% +$13.6K 0.1% 169
2023
Q2 		$774K Buy
21,267
+352
+2% +$13.2K 0.1% 167
2023
Q1 		$782K Buy
20,915
+10,494
+101% +$377K 0.12% 146
2022
Q4 		$360K Sell
10,421
-957
-8% -$31.4K 0.07% 196
2022
Q3 		$359K Sell
11,378
-1,532
-12% -$50.2K 0.08% 199
2022
Q2 		$443K Sell
12,910
-1,279
-9% -$45.5K 0.1% 166
2022
Q1 		$523K Sell
14,189
-4,878
-26% -$174K 0.1% 175
2021
Q4 		$664K Sell
19,067
-16,011
-46% -$547K 0.13% 173
2021
Q3 		$1.17M Buy
+35,078
New +$1.2M 0.34% 87
2019
Q4 		– Sell
-7,863
Closed -$220K – 294
2019
Q3 		$220K Buy
7,863
+1,868
+31% +$52.7K 1.13% 20
2019
Q2 		$161K Buy
5,995
+3,008
+101% +$75.4K 0.08% 142
2019
Q1 		$73K Buy
2,987
+2,977
+29,770% +$74.4K 0.03% 205
2018
Q4 		$0 Hold
10
– – ﹤0.01% 691
2018
Q3 		$0 Hold
10
– – ﹤0.01% 667
2018
Q2 		$0 Hold
10
– – ﹤0.01% 788
2018
Q1 		$0 Sell
10
-117
-92% -$2.99K ﹤0.01% 803
2017
Q4 		$4K Buy
+127
New +$3.12K ﹤0.01% 633

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

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

Strategic Wealth Partners reduced its iShares Gold Trust (IAU) stake by 6.7% in Q1 2026, selling an estimated $136K and leaving 20,632 shares worth $1.82M. The position accounts for 0.13% of the portfolio, ranked #113.

Strategic Wealth Partners first reported a position in IAU in Q4 2017 and has held it in 26 quarters since. The position peaked at $1.95M in Q3 2025. 1,960 funds tracked by Wall St. Rank hold IAU as of Q1 2026.

  • Strategic Wealth Partners held 20,632 shares of iShares Gold Trust worth $1.82M as of Q1 2026.
  • Strategic Wealth Partners sold 1,482 iShares Gold Trust shares in Q1 2026, an estimated $136K.
  • iShares Gold Trust made up 0.13% of Strategic Wealth Partners's portfolio in Q1 2026, its #113 holding.
  • Strategic Wealth Partners first reported a position in iShares Gold Trust in Q4 2017 and has held it in 26 quarters since.
  • Strategic Wealth Partners's iShares Gold Trust position peaked at $1.95M in Q3 2025.
  • 1,960 funds tracked by Wall St. Rank held iShares Gold Trust as of Q1 2026.

Based on Strategic Wealth Partners's 13F filing for Q1 2026, filed 12 May 2026.