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WealthCare Investment Partners’s iShares Gold Trust IAU Stock Holding History

WealthCare Investment 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
Q1 		$8.93M Sell
104,708
-6,539
-6% -$600K 2.48% 7
2025
Q4 		$9.07M Sell
111,247
-3,845
-3% -$301K 2.64% 6
2025
Q3 		$8.39M Sell
115,092
-4,821
-4% -$315K 2.72% 5
2025
Q2 		$7.54M Sell
119,913
-3,372
-3% -$209K 2.71% 6
2025
Q1 		$7.96M Sell
123,285
-7,467
-6% -$404K 3.38% 4
2024
Q4 		$6.56M Buy
130,752
+7,020
+6% +$353K 2.86% 4
2024
Q3 		$6.18M Buy
123,732
+10,430
+9% +$488K 2.71% 5
2024
Q2 		$4.98M Buy
113,302
+8,559
+8% +$378K 2.31% 10
2024
Q1 		$4.4M Buy
104,743
+28,968
+38% +$1.14M 2.13% 11
2023
Q4 		$2.91M Buy
75,775
+10,230
+16% +$383K 1.59% 16
2023
Q3 		$2.27M Buy
65,545
+17,849
+37% +$651K 1.38% 20
2023
Q2 		$1.73M Buy
47,696
+35,888
+304% +$1.35M 1.04% 30
2023
Q1 		$441K Buy
+11,808
New +$424K 0.27% 77
2022
Q2 		– Sell
-6,490
Closed -$244K – 109
2022
Q1 		$244K Sell
6,490
-1,661
-20% -$59.3K 0.22% 91
2021
Q4 		$284K Buy
+8,151
New +$279K 0.27% 81

Other funds holding IAU

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return

WealthCare Investment Partners's IAU Position: Q1 2026 in Review

WealthCare Investment Partners reduced its iShares Gold Trust (IAU) stake by 5.9% in Q1 2026, selling an estimated $600K and leaving 104,708 shares worth $8.93M. The position accounts for 2.48% of the portfolio, ranked #7.

WealthCare Investment Partners first reported a position in IAU in Q4 2021 and has held it in 15 quarters since. The position peaked at $9.07M in Q4 2025. 1,960 funds tracked by Wall St. Rank hold IAU as of Q1 2026.

  • WealthCare Investment Partners held 104,708 shares of iShares Gold Trust worth $8.93M as of Q1 2026.
  • WealthCare Investment Partners sold 6,539 iShares Gold Trust shares in Q1 2026, an estimated $600K.
  • iShares Gold Trust made up 2.48% of WealthCare Investment Partners's portfolio in Q1 2026, its #7 holding.
  • WealthCare Investment Partners first reported a position in iShares Gold Trust in Q4 2021 and has held it in 15 quarters since.
  • WealthCare Investment Partners's iShares Gold Trust position peaked at $9.07M in Q4 2025.
  • 1,960 funds tracked by Wall St. Rank held iShares Gold Trust as of Q1 2026.

Based on WealthCare Investment Partners's 13F filing for Q1 2026, filed 9 Apr 2026.