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 Q2	$7.23M	Buy	94,937 +15,482	+19%	+$1.31M	0.43%	40
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 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

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

Triad Wealth Partners increased its iShares Gold Trust (IAU) stake by 19% in Q2 2026, buying an estimated $1.31M and bringing the position to 94,937 shares worth $7.23M. The position accounts for 0.43% of the portfolio, ranked #40.

Triad Wealth Partners first reported a position in IAU in Q2 2024 and has held it in 8 quarters since. The position peaked at $12.4M in Q4 2025. 1,909 funds tracked by Wall St. Rank hold IAU as of Q2 2026.

Triad Wealth Partners held 94,937 shares of iShares Gold Trust worth $7.23M as of Q2 2026.
Triad Wealth Partners bought 15,482 iShares Gold Trust shares in Q2 2026, an estimated $1.31M.
iShares Gold Trust made up 0.43% of Triad Wealth Partners's portfolio in Q2 2026, its #40 holding.
Triad Wealth Partners first reported a position in iShares Gold Trust in Q2 2024 and has held it in 8 quarters since.
Triad Wealth Partners's iShares Gold Trust position peaked at $12.4M in Q4 2025.
1,909 funds tracked by Wall St. Rank held iShares Gold Trust as of Q2 2026.

Based on Triad Wealth Partners's 13F filing for Q2 2026, filed 10 Aug 2026.