Ameliora Wealth Management’s iShares Gold Trust IAU Stock Holding History

Ameliora Wealth Management’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	$944K	Hold	12,500	–	–	0.28%	53
2026 Q1	$1.1M	Hold	12,500	–	–	0.35%	47
2025 Q4	$1.01M	Hold	12,500	–	–	0.31%	49
2025 Q3	$910K	Hold	12,500	–	–	0.3%	53
2025 Q2	$661K	Hold	12,500	–	–	0.24%	57
2025 Q1	$661K	Hold	12,500	–	–	0.25%	52
2024 Q4	$619K	Buy	+12,500	New	+$628K	0.23%	53

Other funds holding IAU

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

Ameliora Wealth Management's IAU Position: Q2 2026 in Review

Ameliora Wealth Management held its iShares Gold Trust (IAU) position steady in Q2 2026 at 12,500 shares worth $944K. The position accounts for 0.28% of the portfolio, ranked #53.

Ameliora Wealth Management first reported a position in IAU in Q4 2024 and has held it in 7 quarters since. The position peaked at $1.1M in Q1 2026. 1,901 funds tracked by Wall St. Rank hold IAU as of Q2 2026.

Ameliora Wealth Management held 12,500 shares of iShares Gold Trust worth $944K as of Q2 2026.
Ameliora Wealth Management left its iShares Gold Trust share count unchanged in Q2 2026.
iShares Gold Trust made up 0.28% of Ameliora Wealth Management's portfolio in Q2 2026, its #53 holding.
Ameliora Wealth Management first reported a position in iShares Gold Trust in Q4 2024 and has held it in 7 quarters since.
Ameliora Wealth Management's iShares Gold Trust position peaked at $1.1M in Q1 2026.
1,901 funds tracked by Wall St. Rank held iShares Gold Trust as of Q2 2026.

Based on Ameliora Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.