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

Aprio 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 		$262K Sell
3,474
-140
-4% -$11.9K 0.01% 550
2026
Q1 		$319K Buy
3,614
+823
+29% +$75.5K 0.02% 469
2025
Q4 		$354K Sell
2,791
-233
-8% -$18.2K 0.02% 391
2025
Q3 		$220K Sell
3,024
-279
-8% -$18.2K 0.02% 403
2025
Q2 		$206K Sell
3,303
-11,734
-78% -$727K 0.02% 384
2025
Q1 		$887K Buy
15,037
+1,983
+15% +$107K 0.11% 116
2024
Q4 		$646K Hold
13,054
– – 0.09% 116
2024
Q3 		$649K Sell
13,054
-689
-5% -$32.3K 0.1% 106
2024
Q2 		$604K Buy
+13,743
New +$607K 0.11% 101
2024
Q1 		– Sell
-22,003
Closed -$859K – 252
2023
Q4 		$859K Buy
22,003
+5,615
+34% +$210K 0.19% 61
2023
Q3 		$573K Buy
16,388
+5,237
+47% +$191K 0.16% 75
2023
Q2 		$406K Buy
11,151
+5,773
+107% +$216K 0.11% 88
2023
Q1 		$201K Buy
+5,378
New +$193K 0.06% 130

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

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

Aprio Wealth Management reduced its iShares Gold Trust (IAU) stake by 3.9% in Q2 2026, selling an estimated $11.9K and leaving 3,474 shares worth $262K. The position accounts for 0.01% of the portfolio, ranked #550.

Aprio Wealth Management first reported a position in IAU in Q1 2023 and has held it in 13 quarters since. The position peaked at $887K in Q1 2025. 1,912 funds tracked by Wall St. Rank hold IAU as of Q2 2026.

  • Aprio Wealth Management held 3,474 shares of iShares Gold Trust worth $262K as of Q2 2026.
  • Aprio Wealth Management sold 140 iShares Gold Trust shares in Q2 2026, an estimated $11.9K.
  • iShares Gold Trust made up 0.01% of Aprio Wealth Management's portfolio in Q2 2026, its #550 holding.
  • Aprio Wealth Management first reported a position in iShares Gold Trust in Q1 2023 and has held it in 13 quarters since.
  • Aprio Wealth Management's iShares Gold Trust position peaked at $887K in Q1 2025.
  • 1,912 funds tracked by Wall St. Rank held iShares Gold Trust as of Q2 2026.

Based on Aprio Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.