Apella Capital
IAU icon

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
Q3 		$3M Sell
38,899
-1,580
-4% -$127K 0.04% 237
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

Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return
WealthNavi Inc
WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $12.9B AUM 11.73% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $192B AUM 13.66% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return

Apella Capital's IAU Position: Q3 2026 in Review

Apella Capital reduced its iShares Gold Trust (IAU) stake by 3.9% in Q3 2026, selling an estimated $127K and leaving 38,899 shares worth $3M. The position accounts for 0.04% of the portfolio, ranked #237.

Apella Capital first reported a position in IAU in Q2 2025 and has held it in 6 quarters since. The position peaked at $3.7M in Q1 2026. 1,749 funds tracked by Wall St. Rank hold IAU as of Q3 2026.

  • Apella Capital held 38,899 shares of iShares Gold Trust worth $3M as of Q3 2026.
  • Apella Capital sold 1,580 iShares Gold Trust shares in Q3 2026, an estimated $127K.
  • iShares Gold Trust made up 0.04% of Apella Capital's portfolio in Q3 2026, its #237 holding.
  • Apella Capital first reported a position in iShares Gold Trust in Q2 2025 and has held it in 6 quarters since.
  • Apella Capital's iShares Gold Trust position peaked at $3.7M in Q1 2026.
  • 1,749 funds tracked by Wall St. Rank held iShares Gold Trust as of Q3 2026.

Based on Apella Capital's 13F filing for Q3 2026, filed 8 Oct 2026.