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

Arkadios 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 		$2.47M Sell
32,678
-77,340
-70% -$6.57M 0.04% 463
2026
Q1 		$9.7M Buy
110,018
+414
+0.4% +$38K 0.16% 149
2025
Q4 		$8.9M Buy
109,604
+17,518
+19% +$1.37M 0.17% 132
2025
Q3 		$6.7M Buy
92,086
+46,460
+102% +$3.03M 0.16% 145
2025
Q2 		$2.85M Buy
45,626
+18,312
+67% +$1.13M 0.08% 261
2025
Q1 		$1.61M Buy
27,314
+11,679
+75% +$632K 0.06% 339
2024
Q4 		$774K Buy
15,635
+948
+6% +$47.6K 0.04% 395
2024
Q3 		$730K Buy
14,687
+1,875
+15% +$87.8K 0.04% 411
2024
Q2 		$563K Buy
12,812
+798
+7% +$35.3K 0.04% 433
2024
Q1 		$505K Sell
12,014
-300
-2% -$11.8K 0.04% 377
2023
Q4 		$481K Buy
12,314
+962
+8% +$36K 0.04% 376
2023
Q3 		$397K Sell
11,352
-1,827
-14% -$66.7K 0.04% 402
2023
Q2 		$480K Sell
13,179
-2,661
-17% -$99.8K 0.06% 317
2023
Q1 		$592K Sell
15,840
-2,792
-15% -$100K 0.07% 276
2022
Q4 		$644K Sell
18,632
-64,656
-78% -$2.12M 0.09% 246
2022
Q3 		$2.63M Sell
83,288
-52,789
-39% -$1.73M 0.4% 64
2022
Q2 		$4.67M Buy
136,077
+5,544
+4% +$197K 0.69% 27
2022
Q1 		$4.81M Buy
130,533
+60,983
+88% +$2.18M 0.63% 31
2021
Q4 		$2.42M Sell
69,550
-4,012
-5% -$137K 0.32% 81
2021
Q3 		$2.46M Buy
73,562
+5,088
+7% +$173K 0.35% 72
2021
Q2 		$2.31M Sell
68,474
-100,462
-59% -$3.47M 0.28% 96
2021
Q1 		$5.49M Buy
168,936
+25,745
+18% +$880K 0.9% 18
2020
Q4 		$5.19M Buy
143,191
+126,828
+775% +$4.54M 1.09% 16
2020
Q3 		$593K Buy
16,363
+546
+3% +$19.9K 0.3% 74
2020
Q2 		$547K Buy
15,817
+14,790
+1,440% +$485K 0.3% 69
2020
Q1 		$30.9K Hold
1,027
– – 0.02% 407
2019
Q4 		$30.9K Buy
+1,027
New +$29.1K 0.02% 382

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

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

Arkadios Wealth Advisors reduced its iShares Gold Trust (IAU) stake by 70% in Q2 2026, selling an estimated $6.57M and leaving 32,678 shares worth $2.47M. The position accounts for 0.04% of the portfolio, ranked #463.

Arkadios Wealth Advisors first reported a position in IAU in Q4 2019 and has held it in 27 quarters since. The position peaked at $9.7M in Q1 2026. 1,901 funds tracked by Wall St. Rank hold IAU as of Q2 2026.

  • Arkadios Wealth Advisors held 32,678 shares of iShares Gold Trust worth $2.47M as of Q2 2026.
  • Arkadios Wealth Advisors sold 77,340 iShares Gold Trust shares in Q2 2026, an estimated $6.57M.
  • iShares Gold Trust made up 0.04% of Arkadios Wealth Advisors's portfolio in Q2 2026, its #463 holding.
  • Arkadios Wealth Advisors first reported a position in iShares Gold Trust in Q4 2019 and has held it in 27 quarters since.
  • Arkadios Wealth Advisors's iShares Gold Trust position peaked at $9.7M in Q1 2026.
  • 1,901 funds tracked by Wall St. Rank held iShares Gold Trust as of Q2 2026.

Based on Arkadios Wealth Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.