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

Triad 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 		$7M Sell
79,455
-72,725
-48% -$6.67M 0.56% 39
2025
Q4 		$12.4M Buy
152,180
+21,350
+16% +$1.67M 1.17% 20
2025
Q3 		$9.52M Buy
130,830
+51,480
+65% +$3.36M 1.23% 21
2025
Q2 		$4.95M Buy
79,350
+13,806
+21% +$855K 1% 28
2025
Q1 		$3.86M Buy
65,544
+33,041
+102% +$1.79M 1.2% 18
2024
Q4 		$1.61M Buy
+32,503
New +$1.63M 0.58% 39
2024
Q3 		– Sell
-3,980
Closed -$175K – 431
2024
Q2 		$175K Buy
+3,980
New +$176K 0.09% 105

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

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

Triad Wealth Partners reduced its iShares Gold Trust (IAU) stake by 48% in Q1 2026, selling an estimated $6.67M and leaving 79,455 shares worth $7M. The position accounts for 0.56% of the portfolio, ranked #39.

Triad Wealth Partners first reported a position in IAU in Q2 2024 and has held it in 7 quarters since. The position peaked at $12.4M in Q4 2025. 1,960 funds tracked by Wall St. Rank hold IAU as of Q1 2026.

  • Triad Wealth Partners held 79,455 shares of iShares Gold Trust worth $7M as of Q1 2026.
  • Triad Wealth Partners sold 72,725 iShares Gold Trust shares in Q1 2026, an estimated $6.67M.
  • iShares Gold Trust made up 0.56% of Triad Wealth Partners's portfolio in Q1 2026, its #39 holding.
  • Triad Wealth Partners first reported a position in iShares Gold Trust in Q2 2024 and has held it in 7 quarters since.
  • Triad Wealth Partners's iShares Gold Trust position peaked at $12.4M in Q4 2025.
  • 1,960 funds tracked by Wall St. Rank held iShares Gold Trust as of Q1 2026.

Based on Triad Wealth Partners's 13F filing for Q1 2026, filed 16 Apr 2026.