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Apella Capital’s iShares Gold Trust IAU Stock Holding History

Apella Capital’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 		$3.13M Sell
40,479
-10
-0% -$849 0.04% 216
2026
Q1 		$3.7M Buy
40,489
+7,492
+23% +$687K 0.05% 194
2025
Q4 		$2.68M Buy
32,997
+5,250
+19% +$411K 0.05% 177
2025
Q3 		$2.25M Buy
27,747
+7,347
+36% +$479K 0.05% 175
2025
Q2 		$1.28M Buy
+20,400
New +$1.26M 0.03% 196

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
BTI
Blue Trust Inc Alpharetta, Georgia $9.54B AUM 19.86% 1-Year Est. Return

Apella Capital's IAU Position: Q2 2026 in Review

Apella Capital reduced its iShares Gold Trust (IAU) stake by 0.02% in Q2 2026, selling an estimated $849 and leaving 40,479 shares worth $3.13M. The position accounts for 0.04% of the portfolio, ranked #216.

Apella Capital first reported a position in IAU in Q2 2025 and has held it in 5 quarters since. The position peaked at $3.7M in Q1 2026. 470 funds tracked by Wall St. Rank hold IAU as of Q2 2026.

  • Apella Capital held 40,479 shares of iShares Gold Trust worth $3.13M as of Q2 2026.
  • Apella Capital sold 10 iShares Gold Trust shares in Q2 2026, an estimated $849.
  • iShares Gold Trust made up 0.04% of Apella Capital's portfolio in Q2 2026, its #216 holding.
  • Apella Capital first reported a position in iShares Gold Trust in Q2 2025 and has held it in 5 quarters since.
  • Apella Capital's iShares Gold Trust position peaked at $3.7M in Q1 2026.
  • 470 funds tracked by Wall St. Rank held iShares Gold Trust as of Q2 2026.

Based on Apella Capital's 13F filing for Q2 2026, filed 8 Jul 2026.