Aptus Capital Advisors’s iShares Gold Trust IAU Stock Holding History

Aptus Capital Advisors’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	$472K	Buy	6,254 +277	+5%	+$23.5K	﹤0.01%	805
2026 Q1	$527K	Buy	5,977 +192	+3%	+$17.6K	﹤0.01%	704
2025 Q4	$470K	Buy	5,785 +585	+11%	+$45.8K	﹤0.01%	754
2025 Q3	$378K	Buy	5,200 +161	+3%	+$10.5K	﹤0.01%	781
2025 Q2	$314K	Buy	5,039 +57	+1%	+$3.53K	﹤0.01%	809
2025 Q1	$294K	Buy	4,982 +332	+7%	+$18K	﹤0.01%	774
2024 Q4	$230K	Buy	+4,650	New	+$234K	﹤0.01%	854
2023 Q3	–	Sell	-127,735	Closed	-$4.65M	–	922
2023 Q2	$4.65M	Buy	+127,735	New	+$4.79M	0.11%	147

Other funds holding IAU

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

Aptus Capital Advisors's IAU Position: Q2 2026 in Review

Aptus Capital Advisors increased its iShares Gold Trust (IAU) stake by 4.6% in Q2 2026, buying an estimated $23.5K and bringing the position to 6,254 shares worth $472K. The position accounts for ﹤0.01% of the portfolio, ranked #805.

Aptus Capital Advisors first reported a position in IAU in Q2 2023 and has held it in 8 quarters since. The position peaked at $4.65M in Q2 2023. 1,901 funds tracked by Wall St. Rank hold IAU as of Q2 2026.

Aptus Capital Advisors held 6,254 shares of iShares Gold Trust worth $472K as of Q2 2026.
Aptus Capital Advisors bought 277 iShares Gold Trust shares in Q2 2026, an estimated $23.5K.
iShares Gold Trust made up ﹤0.01% of Aptus Capital Advisors's portfolio in Q2 2026, its #805 holding.
Aptus Capital Advisors first reported a position in iShares Gold Trust in Q2 2023 and has held it in 8 quarters since.
Aptus Capital Advisors's iShares Gold Trust position peaked at $4.65M in Q2 2023.
1,901 funds tracked by Wall St. Rank held iShares Gold Trust as of Q2 2026.

Based on Aptus Capital Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.