Aries Wealth Management
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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
Q3 		$566K Hold
7,247
– – 0.11% 140
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

LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return
WealthNavi Inc
WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $12.9B AUM 11.73% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.6B AUM 20.91% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $106B AUM 21.33% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
AL
Arnhold LLC New York $1.4B AUM 42.37% 1-Year Est. Return

Aries Wealth Management's IAU Position: Q3 2026 in Review

Aries Wealth Management held its iShares Gold Trust (IAU) position steady in Q3 2026 at 7,247 shares worth $566K. The position accounts for 0.11% of the portfolio, ranked #140.

Aries Wealth Management first reported a position in IAU in Q3 2023 and has held it in 13 quarters since. The position peaked at $605K in Q1 2026. 1,310 funds tracked by Wall St. Rank hold IAU as of Q3 2026.

  • Aries Wealth Management held 7,247 shares of iShares Gold Trust worth $566K as of Q3 2026.
  • Aries Wealth Management left its iShares Gold Trust share count unchanged in Q3 2026.
  • iShares Gold Trust made up 0.11% of Aries Wealth Management's portfolio in Q3 2026, its #140 holding.
  • Aries Wealth Management first reported a position in iShares Gold Trust in Q3 2023 and has held it in 13 quarters since.
  • Aries Wealth Management's iShares Gold Trust position peaked at $605K in Q1 2026.
  • 1,310 funds tracked by Wall St. Rank held iShares Gold Trust as of Q3 2026.

Based on Aries Wealth Management's 13F filing for Q3 2026, filed 23 Oct 2026.