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

Wealth Management 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 		$13.4M Sell
177,803
-5,057
-3% -$429K 3.16% 7
2026
Q1 		$16.1M Sell
182,860
-16,859
-8% -$1.55M 4.61% 4
2025
Q4 		$16.2M Sell
199,719
-3,944
-2% -$308K 4.63% 4
2025
Q3 		$14.8M Buy
203,663
+98
+0% +$6.39K 4.71% 4
2025
Q2 		$12.8M Sell
203,565
-1,040
-0.5% -$64.4K 4.53% 4
2025
Q1 		$12.1M Buy
204,605
+2,203
+1% +$119K 5.59% 3
2024
Q4 		$10M Buy
202,402
+1,723
+0.9% +$86.6K 4.32% 5
2024
Q3 		$9.97M Buy
200,679
+1,963
+1% +$91.9K 4.62% 5
2024
Q2 		$8.73M Buy
198,716
+2,195
+1% +$97K 4.25% 6
2024
Q1 		$8.26M Buy
196,521
+5,111
+3% +$200K 4.19% 6
2023
Q4 		$7.47M Buy
191,410
+3,449
+2% +$129K 4.17% 6
2023
Q3 		$6.58M Buy
187,961
+4,675
+3% +$171K 4.1% 6
2023
Q2 		$6.67M Buy
183,286
+4,724
+3% +$177K 4.19% 6
2023
Q1 		$6.67M Buy
178,562
+3,562
+2% +$128K 4.66% 5
2022
Q4 		$6.05M Sell
175,000
-1,000
-0.6% -$32.8K 5.04% 4
2022
Q3 		$5.66M Sell
176,000
-2,000
-1% -$65.5K 4.97% 4
2022
Q2 		$6.12M Buy
+178,000
New +$6.33M 5.35% 4
2022
Q1 		– Sell
-182,000
Closed -$6.34M – 116
2021
Q4 		$6.34M Buy
182,000
+384
+0.2% +$13.1K 4.35% 5
2021
Q3 		$6.07M Buy
181,616
+5,818
+3% +$198K 4.49% 5
2021
Q2 		$5.93M Buy
175,798
+9,307
+6% +$322K 4.13% 6
2021
Q1 		$5.51M Buy
166,491
+11,505
+7% +$393K 4.11% 6
2020
Q4 		$5.47M Buy
+154,986
New +$5.55M 4.29% 4

Other funds holding IAU

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

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

Wealth Management Partners reduced its iShares Gold Trust (IAU) stake by 2.8% in Q2 2026, selling an estimated $429K and leaving 177,803 shares worth $13.4M. The position accounts for 3.16% of the portfolio, ranked #7.

Wealth Management Partners first reported a position in IAU in Q4 2020 and has held it in 22 quarters since. The position peaked at $16.2M in Q4 2025. 1,904 funds tracked by Wall St. Rank hold IAU as of Q2 2026.

  • Wealth Management Partners held 177,803 shares of iShares Gold Trust worth $13.4M as of Q2 2026.
  • Wealth Management Partners sold 5,057 iShares Gold Trust shares in Q2 2026, an estimated $429K.
  • iShares Gold Trust made up 3.16% of Wealth Management Partners's portfolio in Q2 2026, its #7 holding.
  • Wealth Management Partners first reported a position in iShares Gold Trust in Q4 2020 and has held it in 22 quarters since.
  • Wealth Management Partners's iShares Gold Trust position peaked at $16.2M in Q4 2025.
  • 1,904 funds tracked by Wall St. Rank held iShares Gold Trust as of Q2 2026.

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