Ariston Services Group’s iShares Gold Trust IAU Stock Holding History

Ariston Services Group’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	$9.47M	Buy	+125,399	New	+$10.6M	5.22%	5
2026 Q1	–	Sell	-126,940	Closed	-$11.6M	–	4
2025 Q4	$10.3M	Sell	126,940 -517	-0.4%	-$40.4K	6.04%	5
2025 Q3	$9.28M	Buy	127,457 +1,078	+0.9%	+$70.3K	5.59%	5
2025 Q2	$7.88M	Sell	126,379 -34,145	-21%	-$2.12M	5.6%	5
2025 Q1	$9.46M	Sell	160,524 -1,188	-0.7%	-$64.3K	7.91%	3
2024 Q4	$8.01M	Buy	161,712 +415	+0.3%	+$20.9K	6.94%	4
2024 Q3	$8.02M	Sell	161,297 -144	-0.1%	-$6.74K	6.98%	4
2024 Q2	$7.09M	Sell	161,441 -424	-0.3%	-$18.7K	6.83%	4
2024 Q1	$6.8M	Sell	161,865 -42	-0%	-$1.65K	6.51%	4
2023 Q4	$6.32M	Buy	+161,907	New	+$6.06M	6.12%	6

Other funds holding IAU

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

Ariston Services Group's IAU Position: Q2 2026 in Review

Ariston Services Group opened a new position in iShares Gold Trust (IAU) in Q2 2026: 125,399 shares worth $9.47M. The stake represents 5.22% of the portfolio and ranks #5 among its holdings. This is a return to the name: Ariston Services Group previously reported a position in IAU as recently as Q4 2025.

Ariston Services Group first reported a position in IAU in Q4 2023 and has held it in 10 quarters since. The position peaked at $10.3M in Q4 2025. 1,909 funds tracked by Wall St. Rank hold IAU as of Q2 2026.

Ariston Services Group held 125,399 shares of iShares Gold Trust worth $9.47M as of Q2 2026.
iShares Gold Trust was a new Ariston Services Group position in Q2 2026.
iShares Gold Trust made up 5.22% of Ariston Services Group's portfolio in Q2 2026, its #5 holding.
Ariston Services Group first reported a position in iShares Gold Trust in Q4 2023 and has held it in 10 quarters since.
Ariston Services Group's iShares Gold Trust position peaked at $10.3M in Q4 2025.
1,909 funds tracked by Wall St. Rank held iShares Gold Trust as of Q2 2026.

Based on Ariston Services Group's 13F filing for Q2 2026, filed 27 Jul 2026.