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Wealthcare Advisory Partners’s iShares Gold Trust IAU Stock Holding History

Wealthcare Advisory 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 		$2.8M Sell
37,112
-910
-2% -$77.2K 0.05% 285
2026
Q1 		$3.35M Buy
38,022
+6,104
+19% +$560K 0.07% 259
2025
Q4 		$2.59M Buy
31,918
+1,293
+4% +$101K 0.05% 298
2025
Q3 		$2.23M Buy
30,625
+789
+3% +$51.5K 0.05% 315
2025
Q2 		$1.86M Buy
29,836
+5,053
+20% +$313K 0.04% 344
2025
Q1 		$1.46M Buy
24,783
+3,233
+15% +$175K 0.04% 362
2024
Q4 		$1.07M Buy
21,550
+357
+2% +$17.9K 0.03% 405
2024
Q3 		$1.05M Buy
21,193
+1,632
+8% +$76.4K 0.03% 410
2024
Q2 		$859K Buy
19,561
+1,367
+8% +$60.4K 0.03% 424
2024
Q1 		$764K Sell
18,194
-1,958
-10% -$76.8K 0.03% 449
2023
Q4 		$787K Buy
20,152
+2,026
+11% +$75.8K 0.03% 378
2023
Q3 		$634K Sell
18,126
-1,660
-8% -$60.6K 0.03% 374
2023
Q2 		$720K Buy
19,786
+1,019
+5% +$38.2K 0.03% 365
2023
Q1 		$701K Sell
18,767
-1,781
-9% -$63.9K 0.03% 370
2022
Q4 		$711K Sell
20,548
-2,430
-11% -$79.8K 0.03% 340
2022
Q3 		$724K Sell
22,978
-62,800
-73% -$2.06M 0.04% 282
2022
Q2 		$2.94M Buy
+85,778
New +$3.05M 0.18% 88
2022
Q1 		– Sell
-116,696
Closed -$4.06M – 565
2021
Q4 		$4.06M Sell
116,696
-25,452
-18% -$870K 0.24% 60
2021
Q3 		$4.75M Sell
142,148
-305,543
-68% -$10.4M 0.31% 51
2021
Q2 		$15.1M Buy
447,691
+65,298
+17% +$2.26M 1.01% 23
2021
Q1 		$12.4M Buy
382,393
+119,511
+45% +$4.08M 0.9% 21
2020
Q4 		$9.53M Buy
262,882
+105,812
+67% +$3.79M 0.85% 23
2020
Q3 		$5.65M Buy
157,070
+53,040
+51% +$1.94M 0.62% 28
2020
Q2 		$3.54M Buy
104,030
+20,724
+25% +$679K 0.44% 32
2020
Q1 		$2.51M Buy
83,306
+73,239
+728% +$2.21M 0.37% 35
2019
Q4 		$292K Sell
10,067
-26
-0.3% -$737 0.04% 243
2019
Q3 		$285K Buy
10,093
+970
+11% +$27.4K 0.04% 221
2019
Q2 		$246K Buy
9,123
+2,378
+35% +$59.6K 0.04% 240
2019
Q1 		$167K Sell
6,745
-8,130
-55% -$203K 0.03% 264
2018
Q4 		$366K Buy
14,875
+4,125
+38% +$97.1K 0.07% 139
2018
Q3 		$246K Sell
10,750
-1,610
-13% -$37.4K 0.05% 195
2018
Q2 		$297K Buy
12,360
+1,410
+13% +$35.4K 0.06% 172
2018
Q1 		$279K Buy
10,950
+1,230
+13% +$31.4K 0.06% 164
2017
Q4 		$243K Buy
9,720
+2,290
+31% +$56.2K 0.06% 154
2017
Q3 		$183K Buy
+7,430
New +$183K 0.05% 157

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

Wealthcare Advisory Partners's IAU Position: Q2 2026 in Review

Wealthcare Advisory Partners reduced its iShares Gold Trust (IAU) stake by 2.4% in Q2 2026, selling an estimated $77.2K and leaving 37,112 shares worth $2.8M. The position accounts for 0.05% of the portfolio, ranked #285.

Wealthcare Advisory Partners first reported a position in IAU in Q3 2017 and has held it in 35 quarters since. The position peaked at $15.1M in Q2 2021. 524 funds tracked by Wall St. Rank hold IAU as of Q2 2026.

  • Wealthcare Advisory Partners held 37,112 shares of iShares Gold Trust worth $2.8M as of Q2 2026.
  • Wealthcare Advisory Partners sold 910 iShares Gold Trust shares in Q2 2026, an estimated $77.2K.
  • iShares Gold Trust made up 0.05% of Wealthcare Advisory Partners's portfolio in Q2 2026, its #285 holding.
  • Wealthcare Advisory Partners first reported a position in iShares Gold Trust in Q3 2017 and has held it in 35 quarters since.
  • Wealthcare Advisory Partners's iShares Gold Trust position peaked at $15.1M in Q2 2021.
  • 524 funds tracked by Wall St. Rank held iShares Gold Trust as of Q2 2026.

Based on Wealthcare Advisory Partners's 13F filing for Q2 2026, filed 9 Jul 2026.