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Argos Wealth Advisors’s iShares Gold Trust IAU Stock Holding History

Argos Wealth 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 		$33.3M Buy
440,971
+10,755
+2% +$913K 8.82% 3
2026
Q1 		$37.9M Sell
430,216
-2,202
-0.5% -$202K 10.91% 2
2025
Q4 		$35.1M Buy
+432,418
New +$33.8M 9.43% 2

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

Argos Wealth Advisors's IAU Position: Q2 2026 in Review

Argos Wealth Advisors increased its iShares Gold Trust (IAU) stake by 2.5% in Q2 2026, buying an estimated $913K and bringing the position to 440,971 shares worth $33.3M. The position accounts for 8.82% of the portfolio, ranked #3.

Argos Wealth Advisors first reported a position in IAU in Q4 2025 and has held it in 3 quarters since. The position peaked at $37.9M in Q1 2026. 1,904 funds tracked by Wall St. Rank hold IAU as of Q2 2026.

  • Argos Wealth Advisors held 440,971 shares of iShares Gold Trust worth $33.3M as of Q2 2026.
  • Argos Wealth Advisors bought 10,755 iShares Gold Trust shares in Q2 2026, an estimated $913K.
  • iShares Gold Trust made up 8.82% of Argos Wealth Advisors's portfolio in Q2 2026, its #3 holding.
  • Argos Wealth Advisors first reported a position in iShares Gold Trust in Q4 2025 and has held it in 3 quarters since.
  • Argos Wealth Advisors's iShares Gold Trust position peaked at $37.9M in Q1 2026.
  • 1,904 funds tracked by Wall St. Rank held iShares Gold Trust as of Q2 2026.

Based on Argos Wealth Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.