Verus Financial Partners’s iShares Gold Trust IAU Stock Holding History

Verus Financial 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	$2.28M	Hold	30,161	–	–	0.19%	31
2026 Q1	$2.72M	Hold	30,161	–	–	0.24%	29
2025 Q4	$2.87M	Sell	30,161 -111	-0.4%	-$8.68K	0.26%	28
2025 Q3	$2.2M	Buy	+30,272	New	+$1.97M	0.21%	30
2023 Q4	–	Sell	-6,046	Closed	-$221K	–	102
2023 Q3	$221K	Sell	6,046 -66	-1%	-$2.41K	0.03%	95
2023 Q2	$227K	Buy	6,112 +646	+12%	+$24.2K	0.03%	97
2023 Q1	$212K	Buy	+5,466	New	+$196K	0.03%	96
2022 Q2	–	Sell	-5,786	Closed	-$217K	–	100
2022 Q1	$217K	Buy	+5,786	New	+$207K	0.03%	91

Other funds holding IAU

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $12.8B AUM 19.73% 1-Year Est. Return

KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

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

Arnhold LLC New York $1.43B AUM 59.3% 1-Year Est. Return

Verus Financial Partners's IAU Position: Q2 2026 in Review

Verus Financial Partners held its iShares Gold Trust (IAU) position steady in Q2 2026 at 30,161 shares worth $2.28M. The position accounts for 0.19% of the portfolio, ranked #31.

Verus Financial Partners first reported a position in IAU in Q1 2022 and has held it in 8 quarters since. The position peaked at $2.87M in Q4 2025. 1,149 funds tracked by Wall St. Rank hold IAU as of Q2 2026.

Verus Financial Partners held 30,161 shares of iShares Gold Trust worth $2.28M as of Q2 2026.
Verus Financial Partners left its iShares Gold Trust share count unchanged in Q2 2026.
iShares Gold Trust made up 0.19% of Verus Financial Partners's portfolio in Q2 2026, its #31 holding.
Verus Financial Partners first reported a position in iShares Gold Trust in Q1 2022 and has held it in 8 quarters since.
Verus Financial Partners's iShares Gold Trust position peaked at $2.87M in Q4 2025.
1,149 funds tracked by Wall St. Rank held iShares Gold Trust as of Q2 2026.

Based on Verus Financial Partners's 13F filing for Q2 2026, filed 21 Jul 2026.