Apeiron RIA
IAU icon

Apeiron RIA’s iShares Gold Trust IAU Stock Holding History

Apeiron RIA’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 		$6.78M Buy
86,364
+10,194
+13% +$817K 1.54% 18
2026
Q2 		$5.99M Sell
76,170
-19,376
-20% -$1.64M 1.54% 20
2026
Q1 		$8.42M Sell
95,546
-2,663
-3% -$244K 1.95% 16
2025
Q4 		$8.48M Buy
98,209
+20,722
+27% +$1.62M 1.72% 18
2025
Q3 		$6M Buy
77,487
+27,094
+54% +$1.77M 1.35% 22
2025
Q2 		$3.14M Buy
50,393
+8,993
+22% +$557K 0.81% 33
2025
Q1 		$2.44M Buy
41,400
+725
+2% +$39.2K 0.74% 36
2024
Q4 		$2.01M Buy
40,675
+1,193
+3% +$59.9K 0.56% 37
2024
Q3 		$1.96M Sell
39,482
-10,137
-20% -$474K 0.56% 37
2024
Q2 		$2.18M Buy
49,619
+621
+1% +$27.4K 0.67% 36
2024
Q1 		$2.06M Buy
48,998
+2,558
+6% +$100K 0.6% 38
2023
Q4 		$1.81M Sell
46,440
-230
-0.5% -$8.61K 0.57% 39
2023
Q3 		$1.63M Sell
46,670
-2,541
-5% -$92.7K 0.56% 41
2023
Q2 		$1.79M Buy
49,211
+7,603
+18% +$285K 0.61% 38
2023
Q1 		$1.56M Buy
41,608
+13,907
+50% +$499K 0.54% 37
2022
Q4 		$958K Buy
27,701
+231
+0.8% +$7.59K 0.37% 53
2022
Q3 		$868K Buy
27,470
+3,196
+13% +$105K 0.4% 47
2022
Q2 		$469K Buy
+24,274
New +$864K 0.13% 69
2022
Q1 		– Sell
-20,544
Closed -$715K – 166
2021
Q4 		$715K Buy
+20,544
New +$702K 0.29% 69

Other funds holding IAU

Equitable Trust
Equitable Trust Nashville, Tennessee $2.38B AUM 22.38% 1-Year Est. Return
Pennsylvania State University
Pennsylvania State University University Park, Pennsylvania $252M AUM 13.5% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
Beacon Investment Advisory Services
Beacon Investment Advisory Services Morristown, New Jersey $2.66B AUM 29.77% 1-Year Est. Return
J.M. Forbes & Co
J.M. Forbes & Co Boston, Massachusetts $1.33B AUM 21.14% 1-Year Est. Return
Tanglewood Wealth Management
Tanglewood Wealth Management Houston, Texas $1.2B AUM 13.27% 1-Year Est. Return
Anderson Hoagland & Co
Anderson Hoagland & Co St Louis, Missouri $1.31B AUM 21.27% 1-Year Est. Return
GenWealth Group
GenWealth Group Maplewood, New Jersey $641M AUM 11.61% 1-Year Est. Return
TD Waterhouse Canada
TD Waterhouse Canada Toronto, Ontario, Canada $38.4B AUM 30.28% 1-Year Est. Return
Cadinha & Co
Cadinha & Co Honolulu, Hawaii $616M AUM 24.55% 1-Year Est. Return

Apeiron RIA's IAU Position: Q3 2026 in Review

Apeiron RIA increased its iShares Gold Trust (IAU) stake by 13% in Q3 2026, buying an estimated $817K and bringing the position to 86,364 shares worth $6.78M. The position accounts for 1.54% of the portfolio, ranked #18.

Apeiron RIA first reported a position in IAU in Q4 2021 and has held it in 19 quarters since. The position peaked at $8.48M in Q4 2025. 641 funds tracked by Wall St. Rank hold IAU as of Q3 2026.

  • Apeiron RIA held 86,364 shares of iShares Gold Trust worth $6.78M as of Q3 2026.
  • Apeiron RIA bought 10,194 iShares Gold Trust shares in Q3 2026, an estimated $817K.
  • iShares Gold Trust made up 1.54% of Apeiron RIA's portfolio in Q3 2026, its #18 holding.
  • Apeiron RIA first reported a position in iShares Gold Trust in Q4 2021 and has held it in 19 quarters since.
  • Apeiron RIA's iShares Gold Trust position peaked at $8.48M in Q4 2025.
  • 641 funds tracked by Wall St. Rank held iShares Gold Trust as of Q3 2026.

Based on Apeiron RIA's 13F filing for Q3 2026, filed 8 Oct 2026.