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Appleton Partners’s iShares Gold Trust IAU Stock Holding History

Appleton Partners’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 		$766K Sell
10,150
-242
-2% -$20.5K 0.05% 169
2026
Q1 		$916K Sell
10,392
-125
-1% -$11.5K 0.06% 144
2025
Q4 		$854K Sell
10,517
-25
-0.2% -$1.96K 0.06% 151
2025
Q3 		$767K Sell
10,542
-128
-1% -$8.35K 0.05% 155
2025
Q2 		$665K Sell
10,670
-137
-1% -$8.49K 0.05% 160
2025
Q1 		$637K Sell
10,807
-266
-2% -$14.4K 0.05% 161
2024
Q4 		$548K Sell
11,073
-108
-1% -$5.43K 0.04% 170
2024
Q3 		$556K Sell
11,181
-376
-3% -$17.6K 0.04% 167
2024
Q2 		$508K Sell
11,557
-1,309
-10% -$57.8K 0.04% 174
2024
Q1 		$541K Buy
12,866
+997
+8% +$39.1K 0.04% 179
2023
Q4 		$463K Buy
11,869
+1,758
+17% +$65.8K 0.04% 198
2023
Q3 		$354K Sell
10,111
-459
-4% -$16.8K 0.03% 227
2023
Q2 		$385K Buy
10,570
+1,475
+16% +$55.3K 0.03% 220
2023
Q1 		$340K Buy
9,095
+254
+3% +$9.12K 0.03% 241
2022
Q4 		$306K Buy
8,841
+242
+3% +$7.95K 0.03% 252
2022
Q3 		$271K Buy
8,599
+359
+4% +$11.8K 0.03% 253
2022
Q2 		$283K Buy
8,240
+705
+9% +$25.1K 0.03% 252
2022
Q1 		$278K Sell
7,535
-333
-4% -$11.9K 0.02% 265
2021
Q4 		$274K Sell
7,868
-200
-2% -$6.83K 0.02% 274
2021
Q3 		$270K Buy
8,068
+464
+6% +$15.8K 0.02% 259
2021
Q2 		$256K Sell
7,604
-4
-0.1% -$138 0.02% 266
2021
Q1 		$247K Buy
7,608
+1,786
+31% +$61K 0.02% 261
2020
Q4 		$211K Sell
5,822
-113
-2% -$4.04K 0.02% 265
2020
Q3 		$214K Buy
5,935
+751
+14% +$27.4K 0.02% 255
2020
Q2 		$176K Buy
+5,184
New +$170K 0.02% 252
2019
Q4 		– Sell
-5,141
Closed -$145K – 296
2019
Q3 		$145K Buy
+5,141
New +$145K 0.02% 275

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

Appleton Partners's IAU Position: Q2 2026 in Review

Appleton Partners reduced its iShares Gold Trust (IAU) stake by 2.3% in Q2 2026, selling an estimated $20.5K and leaving 10,150 shares worth $766K. The position accounts for 0.05% of the portfolio, ranked #169.

Appleton Partners first reported a position in IAU in Q3 2019 and has held it in 26 quarters since. The position peaked at $916K in Q1 2026. 521 funds tracked by Wall St. Rank hold IAU as of Q2 2026.

  • Appleton Partners held 10,150 shares of iShares Gold Trust worth $766K as of Q2 2026.
  • Appleton Partners sold 242 iShares Gold Trust shares in Q2 2026, an estimated $20.5K.
  • iShares Gold Trust made up 0.05% of Appleton Partners's portfolio in Q2 2026, its #169 holding.
  • Appleton Partners first reported a position in iShares Gold Trust in Q3 2019 and has held it in 26 quarters since.
  • Appleton Partners's iShares Gold Trust position peaked at $916K in Q1 2026.
  • 521 funds tracked by Wall St. Rank held iShares Gold Trust as of Q2 2026.

Based on Appleton Partners's 13F filing for Q2 2026, filed 21 Jul 2026.