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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
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 		$469 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

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
GG
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
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
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
AFAS
Acorn Financial Advisory Services Reston, Virginia $753M AUM 36.94% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return

Apeiron RIA's IAU Position: Q2 2026 in Review

Apeiron RIA reduced its iShares Gold Trust (IAU) stake by 20% in Q2 2026, selling an estimated $1.64M and leaving 76,170 shares worth $5.99M. The position accounts for 1.54% of the portfolio, ranked #20.

Apeiron RIA first reported a position in IAU in Q4 2021 and has held it in 18 quarters since. The position peaked at $8.48M in Q4 2025. 399 funds tracked by Wall St. Rank hold IAU as of Q2 2026.

  • Apeiron RIA held 76,170 shares of iShares Gold Trust worth $5.99M as of Q2 2026.
  • Apeiron RIA sold 19,376 iShares Gold Trust shares in Q2 2026, an estimated $1.64M.
  • iShares Gold Trust made up 1.54% of Apeiron RIA's portfolio in Q2 2026, its #20 holding.
  • Apeiron RIA first reported a position in iShares Gold Trust in Q4 2021 and has held it in 18 quarters since.
  • Apeiron RIA's iShares Gold Trust position peaked at $8.48M in Q4 2025.
  • 399 funds tracked by Wall St. Rank held iShares Gold Trust as of Q2 2026.

Based on Apeiron RIA's 13F filing for Q2 2026, filed 16 Jul 2026.