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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
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

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

Amplius Wealth Advisors's IAU Position: Q2 2026 in Review

Amplius Wealth Advisors increased its iShares Gold Trust (IAU) stake by 0.73% in Q2 2026, buying an estimated $39.7K and bringing the position to 64,990 shares worth $4.91M. The position accounts for 0.36% of the portfolio, ranked #33.

Amplius Wealth Advisors first reported a position in IAU in Q4 2021 and has held it in 19 quarters since. The position peaked at $33.7M in Q4 2021. 1,909 funds tracked by Wall St. Rank hold IAU as of Q2 2026.

  • Amplius Wealth Advisors held 64,990 shares of iShares Gold Trust worth $4.91M as of Q2 2026.
  • Amplius Wealth Advisors bought 468 iShares Gold Trust shares in Q2 2026, an estimated $39.7K.
  • iShares Gold Trust made up 0.36% of Amplius Wealth Advisors's portfolio in Q2 2026, its #33 holding.
  • Amplius Wealth Advisors first reported a position in iShares Gold Trust in Q4 2021 and has held it in 19 quarters since.
  • Amplius Wealth Advisors's iShares Gold Trust position peaked at $33.7M in Q4 2021.
  • 1,909 funds tracked by Wall St. Rank held iShares Gold Trust as of Q2 2026.

Based on Amplius Wealth Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.