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Wealthspan Partners’s iShares Gold Trust IAU Stock Holding History

Wealthspan 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 		$10.4M Buy
118,391
+43
+0% +$3.94K 3.68% 4
2025
Q4 		$9.61M Sell
118,348
-1,189
-1% -$93K 3.49% 4
2025
Q3 		$8.7M Sell
119,537
-176
-0.1% -$11.5K 3.32% 5
2025
Q2 		$7.47M Sell
119,713
-458
-0.4% -$28.4K 3.09% 6
2025
Q1 		$7.09M Buy
120,171
+2,423
+2% +$131K 3.27% 6
2024
Q4 		$5.83M Buy
117,748
+2,533
+2% +$127K 2.78% 6
2024
Q3 		$5.73M Buy
115,215
+1,052
+0.9% +$49.2K 2.83% 6
2024
Q2 		$5.02M Buy
114,163
+2,681
+2% +$118K 2.77% 8
2024
Q1 		$4.68M Buy
111,482
+3,774
+4% +$148K 2.76% 8
2023
Q4 		$4.2M Buy
107,708
+1,033
+1% +$38.7K 2.94% 9
2023
Q3 		$3.73M Sell
106,675
-3,981
-4% -$145K 2.95% 10
2023
Q2 		$4.03M Buy
110,656
+2,868
+3% +$108K 3.18% 9
2023
Q1 		$4.03M Buy
107,788
+5,740
+6% +$206K 3.44% 7
2022
Q4 		$3.53M Buy
102,048
+5,913
+6% +$194K 3.21% 8
2022
Q3 		$3.03M Sell
96,135
-1,253
-1% -$41.1K 3.14% 8
2022
Q2 		$3.34M Buy
97,388
+4,661
+5% +$166K 3.45% 9
2022
Q1 		$3.42M Buy
92,727
+1,426
+2% +$50.9K 3.1% 11
2021
Q4 		$3.18M Buy
+91,301
New +$3.12M 2.81% 11

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

Wealthspan Partners's IAU Position: Q1 2026 in Review

Wealthspan Partners increased its iShares Gold Trust (IAU) stake by 0.04% in Q1 2026, buying an estimated $3.94K and bringing the position to 118,391 shares worth $10.4M. The position accounts for 3.68% of the portfolio, ranked #4.

Wealthspan Partners first reported a position in IAU in Q4 2021 and has held it in 18 quarters since. 1,960 funds tracked by Wall St. Rank hold IAU as of Q1 2026.

  • Wealthspan Partners held 118,391 shares of iShares Gold Trust worth $10.4M as of Q1 2026.
  • Wealthspan Partners bought 43 iShares Gold Trust shares in Q1 2026, an estimated $3.94K.
  • iShares Gold Trust made up 3.68% of Wealthspan Partners's portfolio in Q1 2026, its #4 holding.
  • Wealthspan Partners first reported a position in iShares Gold Trust in Q4 2021 and has held it in 18 quarters since.
  • 1,960 funds tracked by Wall St. Rank held iShares Gold Trust as of Q1 2026.

Based on Wealthspan Partners's 13F filing for Q1 2026, filed 8 Apr 2026.