Apollon Financial’s iShares Gold Trust IAU Stock Holding History

Apollon Financial’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	$5.78M	Buy	76,538 +2,727	+4%	+$231K	0.68%	37
2026 Q1	$6.51M	Sell	73,811 -1,561	-2%	-$143K	0.9%	29
2025 Q4	$6.12M	Sell	75,372 -2,597	-3%	-$203K	0.89%	30
2025 Q3	$5.67M	Buy	77,969 +8,054	+12%	+$525K	0.94%	27
2025 Q2	$4.36M	Buy	69,915 +5,001	+8%	+$310K	0.91%	28
2025 Q1	$3.83M	Buy	64,914 +6,172	+11%	+$334K	0.9%	28
2024 Q4	$2.91M	Buy	58,742 +5,432	+10%	+$273K	0.72%	31
2024 Q3	$2.65M	Buy	+53,310	New	+$2.5M	0.78%	30

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

Apollon Financial's IAU Position: Q2 2026 in Review

Apollon Financial increased its iShares Gold Trust (IAU) stake by 3.7% in Q2 2026, buying an estimated $231K and bringing the position to 76,538 shares worth $5.78M. The position accounts for 0.68% of the portfolio, ranked #37.

Apollon Financial first reported a position in IAU in Q3 2024 and has held it in 8 quarters since. The position peaked at $6.51M in Q1 2026. 604 funds tracked by Wall St. Rank hold IAU as of Q2 2026.

Apollon Financial held 76,538 shares of iShares Gold Trust worth $5.78M as of Q2 2026.
Apollon Financial bought 2,727 iShares Gold Trust shares in Q2 2026, an estimated $231K.
iShares Gold Trust made up 0.68% of Apollon Financial's portfolio in Q2 2026, its #37 holding.
Apollon Financial first reported a position in iShares Gold Trust in Q3 2024 and has held it in 8 quarters since.
Apollon Financial's iShares Gold Trust position peaked at $6.51M in Q1 2026.
604 funds tracked by Wall St. Rank held iShares Gold Trust as of Q2 2026.

Based on Apollon Financial's 13F filing for Q2 2026, filed 23 Jul 2026.