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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
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 $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return

Aprio Wealth Management's IAU Position: Q1 2026 in Review

Aprio Wealth Management increased its iShares Gold Trust (IAU) stake by 29% in Q1 2026, buying an estimated $75.5K and bringing the position to 3,614 shares worth $319K. The position accounts for 0.02% of the portfolio, ranked #469.

Aprio Wealth Management first reported a position in IAU in Q1 2023 and has held it in 12 quarters since. The position peaked at $887K in Q1 2025. 1,960 funds tracked by Wall St. Rank hold IAU as of Q1 2026.

  • Aprio Wealth Management held 3,614 shares of iShares Gold Trust worth $319K as of Q1 2026.
  • Aprio Wealth Management bought 823 iShares Gold Trust shares in Q1 2026, an estimated $75.5K.
  • iShares Gold Trust made up 0.02% of Aprio Wealth Management's portfolio in Q1 2026, its #469 holding.
  • Aprio Wealth Management first reported a position in iShares Gold Trust in Q1 2023 and has held it in 12 quarters since.
  • Aprio Wealth Management's iShares Gold Trust position peaked at $887K in Q1 2025.
  • 1,960 funds tracked by Wall St. Rank held iShares Gold Trust as of Q1 2026.

Based on Aprio Wealth Management's 13F filing for Q1 2026, filed 11 May 2026.