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Aries Wealth Management’s iShares Gold Trust IAU Stock Holding History

Aries Wealth Management’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 		$547K Buy
7,247
+387
+6% +$32.9K 0.11% 144
2026
Q1 		$605K Buy
6,860
+225
+3% +$20.6K 0.13% 132
2025
Q4 		$539K Sell
6,635
-832
-11% -$65.1K 0.12% 137
2025
Q3 		$543K Buy
7,467
+702
+10% +$45.8K 0.13% 130
2025
Q2 		$422K Sell
6,765
-85
-1% -$5.27K 0.11% 155
2025
Q1 		$404K Buy
6,850
+1,120
+20% +$60.6K 0.11% 158
2024
Q4 		$284K Sell
5,730
-350
-6% -$17.6K 0.08% 186
2024
Q3 		$302K Hold
6,080
– – 0.08% 184
2024
Q2 		$267K Hold
6,080
– – 0.08% 170
2024
Q1 		$255K Sell
6,080
-85
-1% -$3.33K 0.08% 181
2023
Q4 		$241K Hold
6,165
– – 0.09% 175
2023
Q3 		$224K Buy
+6,165
New +$225K 0.09% 177

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

Aries Wealth Management's IAU Position: Q2 2026 in Review

Aries Wealth Management increased its iShares Gold Trust (IAU) stake by 5.6% in Q2 2026, buying an estimated $32.9K and bringing the position to 7,247 shares worth $547K. The position accounts for 0.11% of the portfolio, ranked #144.

Aries Wealth Management first reported a position in IAU in Q3 2023 and has held it in 12 quarters since. The position peaked at $605K in Q1 2026. 1,909 funds tracked by Wall St. Rank hold IAU as of Q2 2026.

  • Aries Wealth Management held 7,247 shares of iShares Gold Trust worth $547K as of Q2 2026.
  • Aries Wealth Management bought 387 iShares Gold Trust shares in Q2 2026, an estimated $32.9K.
  • iShares Gold Trust made up 0.11% of Aries Wealth Management's portfolio in Q2 2026, its #144 holding.
  • Aries Wealth Management first reported a position in iShares Gold Trust in Q3 2023 and has held it in 12 quarters since.
  • Aries Wealth Management's iShares Gold Trust position peaked at $605K in Q1 2026.
  • 1,909 funds tracked by Wall St. Rank held iShares Gold Trust as of Q2 2026.

Based on Aries Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.