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Ares Financial Consulting’s iShares Gold Trust IAU Stock Holding History

Ares Financial Consulting’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 		$5.36K Hold
71
– – ﹤0.01% 694
2026
Q1 		$6.37K Hold
71
– – 0.01% 639
2025
Q4 		$5.76K Buy
+71
New +$5.55K 0.01% 456

Other funds holding IAU

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
WI
WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $12.8B AUM 19.73% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
EAM
Erste Asset Management Vienna, Austria $12.9B AUM 52.69% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Ares Financial Consulting's IAU Position: Q2 2026 in Review

Ares Financial Consulting held its iShares Gold Trust (IAU) position steady in Q2 2026 at 71 shares worth $5.36K. The position accounts for ﹤0.01% of the portfolio, ranked #694.

Ares Financial Consulting first reported a position in IAU in Q4 2025 and has held it in 3 quarters since. The position peaked at $6.37K in Q1 2026. 1,225 funds tracked by Wall St. Rank hold IAU as of Q2 2026.

  • Ares Financial Consulting held 71 shares of iShares Gold Trust worth $5.36K as of Q2 2026.
  • Ares Financial Consulting left its iShares Gold Trust share count unchanged in Q2 2026.
  • iShares Gold Trust made up ﹤0.01% of Ares Financial Consulting's portfolio in Q2 2026, its #694 holding.
  • Ares Financial Consulting first reported a position in iShares Gold Trust in Q4 2025 and has held it in 3 quarters since.
  • Ares Financial Consulting's iShares Gold Trust position peaked at $6.37K in Q1 2026.
  • 1,225 funds tracked by Wall St. Rank held iShares Gold Trust as of Q2 2026.

Based on Ares Financial Consulting's 13F filing for Q2 2026, filed 9 Jul 2026.