Amplius Wealth Advisors
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Amplius Wealth Advisors’s iShares Gold Trust IAU Stock Holding History

Amplius Wealth Advisors’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
Q3 		$4.9M Sell
62,801
-2,189
-3% -$175K 0.34% 39
2026
Q2 		$4.91M Buy
64,990
+468
+0.7% +$39.7K 0.36% 33
2026
Q1 		$5.69M Sell
64,522
-168
-0.3% -$15.4K 0.47% 32
2025
Q4 		$5.25M Sell
64,690
-3,541
-5% -$277K 0.44% 32
2025
Q3 		$4.97M Sell
68,231
-3,619
-5% -$236K 0.43% 31
2025
Q2 		$4.48M Sell
71,850
-7,090
-9% -$439K 0.42% 37
2025
Q1 		$4.65M Hold
78,940
– – 0.48% 36
2024
Q4 		$3.91M Sell
78,940
-1,613
-2% -$81.1K 0.4% 37
2024
Q3 		$4M Sell
80,553
-3,397
-4% -$159K 0.44% 37
2024
Q2 		$3.69M Sell
83,950
-11,521
-12% -$509K 0.41% 39
2024
Q1 		$4.01M Sell
95,471
-9,603
-9% -$376K 0.45% 37
2023
Q4 		$4.1M Sell
105,074
-3,981
-4% -$149K 0.5% 39
2023
Q3 		$3.82M Sell
109,055
-2,899
-3% -$106K 0.51% 38
2023
Q2 		$4.07M Sell
111,954
-13,031
-10% -$489K 0.55% 36
2023
Q1 		$4.67M Sell
124,985
-49,208
-28% -$1.77M 0.67% 28
2022
Q4 		$6.03M Sell
174,193
-446,245
-72% -$14.7M 0.96% 25
2022
Q3 		$19.6M Sell
620,438
-52,069
-8% -$1.71M 3.5% 8
2022
Q2 		$23.1M Sell
672,507
-236,007
-26% -$8.4M 3.73% 8
2022
Q1 		$33.5M Sell
908,514
-60,649
-6% -$2.17M 5.15% 4
2021
Q4 		$33.7M Buy
+969,163
New +$33.1M 4.65% 5

Other funds holding IAU

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return
WealthNavi Inc
WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $12.9B AUM 11.73% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.6B AUM 20.91% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $106B AUM 21.33% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return

Amplius Wealth Advisors's IAU Position: Q3 2026 in Review

Amplius Wealth Advisors reduced its iShares Gold Trust (IAU) stake by 3.4% in Q3 2026, selling an estimated $175K and leaving 62,801 shares worth $4.9M. The position accounts for 0.34% of the portfolio, ranked #39.

Amplius Wealth Advisors first reported a position in IAU in Q4 2021 and has held it in 20 quarters since. The position peaked at $33.7M in Q4 2021. 1,390 funds tracked by Wall St. Rank hold IAU as of Q3 2026.

  • Amplius Wealth Advisors held 62,801 shares of iShares Gold Trust worth $4.9M as of Q3 2026.
  • Amplius Wealth Advisors sold 2,189 iShares Gold Trust shares in Q3 2026, an estimated $175K.
  • iShares Gold Trust made up 0.34% of Amplius Wealth Advisors's portfolio in Q3 2026, its #39 holding.
  • Amplius Wealth Advisors first reported a position in iShares Gold Trust in Q4 2021 and has held it in 20 quarters since.
  • Amplius Wealth Advisors's iShares Gold Trust position peaked at $33.7M in Q4 2021.
  • 1,390 funds tracked by Wall St. Rank held iShares Gold Trust as of Q3 2026.

Based on Amplius Wealth Advisors's 13F filing for Q3 2026, filed 20 Oct 2026.