Aprio Wealth Management
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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
Q3 		$828K Buy
10,606
+7,132
+205% +$572K 0.04% 290
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

Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return
WealthNavi Inc
WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $12.9B AUM 11.73% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $192B AUM 13.66% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return

Aprio Wealth Management's IAU Position: Q3 2026 in Review

Aprio Wealth Management increased its iShares Gold Trust (IAU) stake by 205% in Q3 2026, buying an estimated $572K and bringing the position to 10,606 shares worth $828K. The position accounts for 0.04% of the portfolio, ranked #290.

Aprio Wealth Management first reported a position in IAU in Q1 2023 and has held it in 14 quarters since. The position peaked at $887K in Q1 2025. 1,749 funds tracked by Wall St. Rank hold IAU as of Q3 2026.

  • Aprio Wealth Management held 10,606 shares of iShares Gold Trust worth $828K as of Q3 2026.
  • Aprio Wealth Management bought 7,132 iShares Gold Trust shares in Q3 2026, an estimated $572K.
  • iShares Gold Trust made up 0.04% of Aprio Wealth Management's portfolio in Q3 2026, its #290 holding.
  • Aprio Wealth Management first reported a position in iShares Gold Trust in Q1 2023 and has held it in 14 quarters since.
  • Aprio Wealth Management's iShares Gold Trust position peaked at $887K in Q1 2025.
  • 1,749 funds tracked by Wall St. Rank held iShares Gold Trust as of Q3 2026.

Based on Aprio Wealth Management's 13F filing for Q3 2026, filed 28 Oct 2026.