WealthShield Partners’s iShares Gold Trust IAU Stock Holding History

WealthShield 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	$2.25M	Sell	25,514 -17,191	-40%	-$1.58M	0.25%	114
2025 Q4	$3.47M	Buy	42,705 +1,512	+4%	+$118K	0.38%	70
2025 Q3	$3M	Buy	41,193 +18,085	+78%	+$1.18M	0.34%	84
2025 Q2	$1.44M	Sell	23,108 -4,074	-15%	-$252K	0.17%	137
2025 Q1	$1.6M	Buy	27,182 +14,184	+109%	+$767K	0.21%	123
2024 Q4	$644K	Buy	+12,998	New	+$653K	0.09%	191
2021 Q3	–	Sell	-6,776	Closed	-$228K	–	461
2021 Q2	$228K	Buy	6,776 +1,701	+34%	+$58.8K	0.04%	241
2021 Q1	$165K	Sell	5,075 -121,177	-96%	-$4.14M	0.03%	276
2020 Q4	$4.58M	Buy	126,252 +81,572	+183%	+$2.92M	0.84%	38
2020 Q3	$1.61M	Buy	+44,680	New	+$1.63M	0.56%	48

Other funds holding IAU

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

WealthShield Partners's IAU Position: Q1 2026 in Review

WealthShield Partners reduced its iShares Gold Trust (IAU) stake by 40% in Q1 2026, selling an estimated $1.58M and leaving 25,514 shares worth $2.25M. The position accounts for 0.25% of the portfolio, ranked #114.

WealthShield Partners first reported a position in IAU in Q3 2020 and has held it in 10 quarters since. The position peaked at $4.58M in Q4 2020. 1,962 funds tracked by Wall St. Rank hold IAU as of Q1 2026.

WealthShield Partners held 25,514 shares of iShares Gold Trust worth $2.25M as of Q1 2026.
WealthShield Partners sold 17,191 iShares Gold Trust shares in Q1 2026, an estimated $1.58M.
iShares Gold Trust made up 0.25% of WealthShield Partners's portfolio in Q1 2026, its #114 holding.
WealthShield Partners first reported a position in iShares Gold Trust in Q3 2020 and has held it in 10 quarters since.
WealthShield Partners's iShares Gold Trust position peaked at $4.58M in Q4 2020.
1,962 funds tracked by Wall St. Rank held iShares Gold Trust as of Q1 2026.

Based on WealthShield Partners's 13F filing for Q1 2026, filed 1 May 2026.