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Arax Advisory Partners’s iShares Gold Trust IAU Stock Holding History

Arax Advisory 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 		$18.8M Buy
249,615
+153,182
+159% +$13M 0.13% 171
2026
Q1 		$8.5M Sell
96,433
-74,740
-44% -$6.86M 0.24% 88
2025
Q4 		$13.9M Sell
171,173
-262,353
-61% -$20.5M 0.4% 59
2025
Q3 		$31.2M Buy
433,526
+372,893
+615% +$24.3M 0.45% 28
2025
Q2 		$4.22M Sell
60,633
-3,998
-6% -$248K 0.19% 91
2025
Q1 		$3.81M Sell
64,631
-8,640
-12% -$467K 0.24% 74
2024
Q4 		$3.63M Sell
73,271
-3,309
-4% -$166K 0.23% 79
2024
Q3 		$3.81M Sell
76,580
-916
-1% -$42.9K 0.34% 47
2024
Q2 		$3.4M Sell
77,496
-5,703
-7% -$252K 0.33% 50
2024
Q1 		$3.5M Sell
83,199
-3,290
-4% -$129K 0.37% 47
2023
Q4 		$3.38M Sell
86,489
-2,442
-3% -$91.4K 0.38% 47
2023
Q3 		$3.11M Sell
88,931
-1,953
-2% -$71.3K 0.39% 45
2023
Q2 		$3.31M Buy
90,884
+131
+0.1% +$4.91K 0.42% 41
2023
Q1 		$3.39M Sell
90,753
-1,370
-1% -$49.2K 0.45% 39
2022
Q4 		$3.19M Sell
92,123
-19,529
-17% -$641K 0.44% 39
2022
Q3 		$3.52M Sell
111,652
-4,252
-4% -$139K 0.56% 33
2022
Q2 		$3.98M Buy
115,904
+3,867
+3% +$138K 0.6% 35
2022
Q1 		$4.13M Sell
112,037
-6,847
-6% -$245K 0.55% 37
2021
Q4 		$4.14M Sell
118,884
-3,849
-3% -$132K 0.52% 35
2021
Q3 		$4.1M Sell
122,733
-2,093
-2% -$71.3K 0.56% 32
2021
Q2 		$4.21M Buy
+124,826
New +$4.31M 0.57% 34
2020
Q4 		$4.54M Buy
125,315
+2,248
+2% +$80.5K 0.67% 32
2020
Q3 		$4.43M Buy
123,067
+1,263
+1% +$46.1K 0.75% 30
2020
Q2 		$4.14M Sell
121,804
-163
-0.1% -$5.34K 0.74% 31
2020
Q1 		$3.68M Buy
121,967
+121,123
+14,351% +$3.66M 0.85% 27
2019
Q4 		$24K Hold
844
– – 0.01% 401
2019
Q3 		$24K Sell
844
-3,286
-80% -$92.7K 0.01% 400
2019
Q2 		$112K Buy
+4,130
New +$104K 0.04% 215
2018
Q4 		$102K Hold
4,159
– – 0.04% 186
2018
Q3 		$95K Buy
+4,159
New +$96.6K 0.04% 204

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

Arax Advisory Partners's IAU Position: Q2 2026 in Review

Arax Advisory Partners increased its iShares Gold Trust (IAU) stake by 159% in Q2 2026, buying an estimated $13M and bringing the position to 249,615 shares worth $18.8M. The position accounts for 0.13% of the portfolio, ranked #171.

Arax Advisory Partners first reported a position in IAU in Q3 2018 and has held it in 30 quarters since. The position peaked at $31.2M in Q3 2025. 1,899 funds tracked by Wall St. Rank hold IAU as of Q2 2026.

  • Arax Advisory Partners held 249,615 shares of iShares Gold Trust worth $18.8M as of Q2 2026.
  • Arax Advisory Partners bought 153,182 iShares Gold Trust shares in Q2 2026, an estimated $13M.
  • iShares Gold Trust made up 0.13% of Arax Advisory Partners's portfolio in Q2 2026, its #171 holding.
  • Arax Advisory Partners first reported a position in iShares Gold Trust in Q3 2018 and has held it in 30 quarters since.
  • Arax Advisory Partners's iShares Gold Trust position peaked at $31.2M in Q3 2025.
  • 1,899 funds tracked by Wall St. Rank held iShares Gold Trust as of Q2 2026.

Based on Arax Advisory Partners's 13F filing for Q2 2026, filed 10 Aug 2026.