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

Summit 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 		$900K Buy
11,916
+1,016
+9% +$86.2K 0.13% 116
2026
Q1 		$961K Buy
10,900
+4,485
+70% +$411K 0.15% 103
2025
Q4 		$521K Buy
6,415
+1,086
+20% +$84.9K 0.1% 121
2025
Q3 		$388K Sell
5,329
-318
-6% -$20.7K 0.07% 153
2025
Q2 		$352K Sell
5,647
-52
-0.9% -$3.22K 0.07% 164
2025
Q1 		$336K Buy
5,699
+88
+2% +$4.76K 0.07% 162
2024
Q4 		$278K Buy
5,611
+96
+2% +$4.82K 0.06% 171
2024
Q3 		$274K Hold
5,515
– – 0.05% 201
2024
Q2 		$242K Hold
5,515
– – 0.05% 202
2024
Q1 		$232K Sell
5,515
-39
-0.7% -$1.53K 0.05% 206
2023
Q4 		$217K Buy
+5,554
New +$208K 0.05% 199
2023
Q3 		– Sell
-5,515
Closed -$201K – 189
2023
Q2 		$201K Hold
5,515
– – 0.05% 178
2023
Q1 		$206K Buy
+5,515
New +$198K 0.05% 179
2022
Q2 		– Sell
-5,515
Closed -$203K – 174
2022
Q1 		$203K Buy
+5,515
New +$197K 0.05% 162
2021
Q2 		– Sell
-5,482
Closed -$178K – 155
2021
Q1 		$178K Buy
5,482
+26
+0.5% +$889 0.05% 147
2020
Q4 		$198K Buy
5,456
+30
+0.6% +$1.07K 0.05% 142
2020
Q3 		$195K Buy
5,426
+35
+0.6% +$1.28K 0.06% 147
2020
Q2 		$183K Sell
5,391
-54
-1% -$1.77K 0.06% 143
2020
Q1 		$164K Hold
5,445
– – 0.07% 108
2019
Q4 		$158K Buy
+5,445
New +$154K 0.05% 118

Other funds holding IAU

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
WI
WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $12.8B AUM 19.73% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
EAM
Erste Asset Management Vienna, Austria $12.9B AUM 52.69% 1-Year Est. Return
AL
Arnhold LLC New York $1.43B AUM 59.3% 1-Year Est. Return
ET
Equitable Trust Nashville, Tennessee $2.4B AUM 30.76% 1-Year Est. Return

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

Summit Wealth Partners increased its iShares Gold Trust (IAU) stake by 9.3% in Q2 2026, buying an estimated $86.2K and bringing the position to 11,916 shares worth $900K. The position accounts for 0.13% of the portfolio, ranked #116.

Summit Wealth Partners first reported a position in IAU in Q4 2019 and has held it in 20 quarters since. The position peaked at $961K in Q1 2026. 1,073 funds tracked by Wall St. Rank hold IAU as of Q2 2026.

  • Summit Wealth Partners held 11,916 shares of iShares Gold Trust worth $900K as of Q2 2026.
  • Summit Wealth Partners bought 1,016 iShares Gold Trust shares in Q2 2026, an estimated $86.2K.
  • iShares Gold Trust made up 0.13% of Summit Wealth Partners's portfolio in Q2 2026, its #116 holding.
  • Summit Wealth Partners first reported a position in iShares Gold Trust in Q4 2019 and has held it in 20 quarters since.
  • Summit Wealth Partners's iShares Gold Trust position peaked at $961K in Q1 2026.
  • 1,073 funds tracked by Wall St. Rank held iShares Gold Trust as of Q2 2026.

Based on Summit Wealth Partners's 13F filing for Q2 2026, filed 3 Aug 2026.