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Apollon Wealth Management’s iShares Gold Trust IAU Stock Holding History

Apollon Wealth Management’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 		$11.9M Sell
157,656
-10,718
-6% -$910K 0.14% 136
2026
Q1 		$14.8M Sell
168,374
-8,770
-5% -$804K 0.24% 91
2025
Q4 		$14.4M Buy
177,144
+6,011
+4% +$470K 0.25% 79
2025
Q3 		$12.5M Buy
171,133
+15,960
+10% +$1.04M 0.22% 91
2025
Q2 		$9.68M Sell
155,173
-4,522
-3% -$280K 0.19% 104
2025
Q1 		$9.42M Buy
159,695
+55,602
+53% +$3.01M 0.21% 93
2024
Q4 		$5.15M Buy
104,093
+347
+0.3% +$17.4K 0.12% 154
2024
Q3 		$5.16M Sell
103,746
-1,812
-2% -$84.8K 0.15% 126
2024
Q2 		$4.64M Sell
105,558
-2,301
-2% -$102K 0.14% 129
2024
Q1 		$4.53M Sell
107,859
-6,302
-6% -$247K 0.14% 131
2023
Q4 		$4.46M Sell
114,161
-4,131
-3% -$155K 0.15% 127
2023
Q3 		$4.14M Sell
118,292
-12,438
-10% -$454K 0.21% 90
2023
Q2 		$4.76M Sell
130,730
-7,255
-5% -$272K 0.23% 94
2023
Q1 		$5.16M Buy
137,985
+31,200
+29% +$1.12M 0.32% 67
2022
Q4 		$3.69M Sell
106,785
-1,397
-1% -$45.9K 0.26% 79
2022
Q3 		$3.41M Buy
108,182
+9,897
+10% +$324K 0.28% 74
2022
Q2 		$3.37M Sell
98,285
-13,282
-12% -$472K 0.28% 75
2022
Q1 		$4.11M Buy
111,567
+41,757
+60% +$1.49M 0.29% 71
2021
Q4 		$2.44M Buy
69,810
+44,096
+171% +$1.51M 0.18% 130
2021
Q3 		$859K Buy
25,714
+2,157
+9% +$73.5K 0.12% 165
2021
Q2 		$794K Buy
23,557
+9,126
+63% +$315K 0.14% 142
2021
Q1 		$469K Sell
14,431
-9,164
-39% -$313K 0.09% 212
2020
Q4 		$856K Buy
+23,595
New +$844K 0.23% 93
2020
Q3 		– Sell
-142
Closed -$5K – 384
2020
Q2 		$5K Buy
+142
New +$4.65K ﹤0.01% 561

Other funds holding IAU

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

Apollon Wealth Management's IAU Position: Q2 2026 in Review

Apollon Wealth Management reduced its iShares Gold Trust (IAU) stake by 6.4% in Q2 2026, selling an estimated $910K and leaving 157,656 shares worth $11.9M. The position accounts for 0.14% of the portfolio, ranked #136.

Apollon Wealth Management first reported a position in IAU in Q2 2020 and has held it in 24 quarters since. The position peaked at $14.8M in Q1 2026. 1,909 funds tracked by Wall St. Rank hold IAU as of Q2 2026.

  • Apollon Wealth Management held 157,656 shares of iShares Gold Trust worth $11.9M as of Q2 2026.
  • Apollon Wealth Management sold 10,718 iShares Gold Trust shares in Q2 2026, an estimated $910K.
  • iShares Gold Trust made up 0.14% of Apollon Wealth Management's portfolio in Q2 2026, its #136 holding.
  • Apollon Wealth Management first reported a position in iShares Gold Trust in Q2 2020 and has held it in 24 quarters since.
  • Apollon Wealth Management's iShares Gold Trust position peaked at $14.8M in Q1 2026.
  • 1,909 funds tracked by Wall St. Rank held iShares Gold Trust as of Q2 2026.

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