Wealthspan Partners, LLC / IAU*
Wealthspan Partners, LLC’s Ishares Gold Tr Position
Does Wealthspan Partners, LLC own Ishares Gold Tr (IAU*)? Yes — 118.4K shares worth $10M (+3.68% of its 13F portfolio) as of Q1 2026, up from 118.3K shares the prior filed quarter.
Position Value
$10M
Q1 2026
Shares
118.4K
% of Portfolio
+3.68%
Quarters Held
18
currently held
Position History IAU*
Reported value by quarter
| Quarter | Shares | Value | % of Portfolio |
|---|---|---|---|
| Q1 2026 | 118.4K | $10M | +3.68% |
| Q4 2025 | 118.3K | $10M | +3.49% |
| Q3 2025 | 119.5K | $9M | +3.32% |
| Q2 2025 | 119.7K | $7M | +3.09% |
| Q1 2025 | 120.2K | $7M | +3.27% |
| Q4 2024 | 117.7K | $6M | +2.78% |
| Q3 2024 | 115.2K | $6M | +2.83% |
| Q2 2024 | 114.2K | $5M | +2.77% |
| Q1 2024 | 111.5K | $5M | +2.76% |
| Q4 2023 | 107.7K | $4M | +2.94% |
| Q3 2023 | 106.7K | $4M | +2.95% |
| Q2 2023 | 110.7K | $4M | +3.18% |
| Q1 2023 | 107.8K | $4M | +3.44% |
| Q4 2022 | 102.0K | $4M | +3.21% |
| Q3 2022 | 96.1K | $3M | +3.14% |
| Q2 2022 | 97.4K | $3M | +3.45% |
| Q1 2022 | 92.7K | $3M | +3.10% |
| Q4 2021 | 91.3K | $3M | +2.81% |
Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Wealthspan Partners, LLC’s full portfolio or all institutional holders of IAU*.