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

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$7.55K Buy
+100
New +$8.49K ﹤0.01% 4453

Other funds holding IAU

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.