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

WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $12.8B AUM 19.73% 1-Year Est. Return

Equitable Trust Nashville, Tennessee $2.4B AUM 30.76% 1-Year Est. Return

BIAS

Beacon Investment Advisory Services Morristown, New Jersey $2.69B AUM 35.07% 1-Year Est. Return

JMFC

J.M. Forbes & Co Boston, Massachusetts $1.27B AUM 26.46% 1-Year Est. Return

AHC

Anderson Hoagland & Co St Louis, Missouri $1.28B AUM 29.05% 1-Year Est. Return

GenWealth Group Maplewood, New Jersey $642M AUM 20.77% 1-Year Est. Return

PAS

Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return

Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return

SPIA

Strategic Point Investment Advisors Providence, Rhode Island $767M AUM 17.58% 1-Year Est. Return

IFP Advisors Tampa, Florida $5.54B AUM 27.43% 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. 611 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.
611 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.