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Verum Partners’s iShares Gold Trust IAU Stock Holding History

Verum 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 		$290K Buy
+3,847
New +$327K 0.04% 158

Other funds holding IAU

BIAS
Beacon Investment Advisory Services Morristown, New Jersey $2.69B AUM 35.07% 1-Year Est. Return
JMFC
J.M. Forbes & Co Boston, Massachusetts $1.27B AUM 26.46% 1-Year Est. Return
AHC
Anderson Hoagland & Co St Louis, Missouri $1.28B AUM 29.05% 1-Year Est. Return
GG
GenWealth Group Maplewood, New Jersey $642M AUM 20.77% 1-Year Est. Return
PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return
SPIA
Strategic Point Investment Advisors Providence, Rhode Island $767M AUM 17.58% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
AFAS
Acorn Financial Advisory Services Reston, Virginia $753M AUM 36.94% 1-Year Est. Return
BTI
Blue Trust Inc Alpharetta, Georgia $9.54B AUM 19.86% 1-Year Est. Return

Verum Partners's IAU Position: Q2 2026 in Review

Verum Partners opened a new position in iShares Gold Trust (IAU) in Q2 2026: 3,847 shares worth $290K. The stake represents 0.04% of the portfolio and ranks #158 among its holdings.

524 funds tracked by Wall St. Rank hold IAU as of Q2 2026.

  • Verum Partners held 3,847 shares of iShares Gold Trust worth $290K as of Q2 2026.
  • iShares Gold Trust was a new Verum Partners position in Q2 2026.
  • iShares Gold Trust made up 0.04% of Verum Partners's portfolio in Q2 2026, its #158 holding.
  • 524 funds tracked by Wall St. Rank held iShares Gold Trust as of Q2 2026.

Based on Verum Partners's 13F filing for Q2 2026, filed 22 Jul 2026.