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Arkos Global Advisors’s iShares Gold Trust IAU Stock Holding History

Arkos Global 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 		$25.9M Buy
342,456
+18,288
+6% +$1.55M 3.06% 10
2026
Q1 		$28.6M Buy
324,168
+8,964
+3% +$822K 3.59% 9
2025
Q4 		$25.6M Buy
315,204
+493
+0.2% +$38.6K 3.27% 10
2025
Q3 		$22.9M Buy
314,711
+106,560
+51% +$6.95M 2.92% 10
2025
Q2 		$13M Sell
208,151
-11,094
-5% -$687K 1.8% 13
2025
Q1 		$12.9M Sell
219,245
-156
-0.1% -$8.44K 1.9% 13
2024
Q4 		$10.9M Sell
219,401
-1,219
-0.6% -$61.3K 1.58% 16
2024
Q3 		$11M Buy
220,620
+6,761
+3% +$316K 1.59% 15
2024
Q2 		$9.39M Buy
213,859
+16,760
+9% +$741K 1.52% 14
2024
Q1 		$8.28M Buy
197,099
+3,181
+2% +$125K 1.38% 15
2023
Q4 		$7.57M Buy
193,918
+6,014
+3% +$225K 1.38% 16
2023
Q3 		$6.58M Buy
187,904
+1,395
+0.7% +$50.9K 1.34% 17
2023
Q2 		$6.79M Buy
186,509
+47,316
+34% +$1.77M 1.31% 16
2023
Q1 		$5.2M Buy
+139,193
New +$5M 1.05% 20

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

Arkos Global Advisors's IAU Position: Q2 2026 in Review

Arkos Global Advisors increased its iShares Gold Trust (IAU) stake by 5.6% in Q2 2026, buying an estimated $1.55M and bringing the position to 342,456 shares worth $25.9M. The position accounts for 3.06% of the portfolio, ranked #10.

Arkos Global Advisors first reported a position in IAU in Q1 2023 and has held it in 14 quarters since. The position peaked at $28.6M in Q1 2026. 1,904 funds tracked by Wall St. Rank hold IAU as of Q2 2026.

  • Arkos Global Advisors held 342,456 shares of iShares Gold Trust worth $25.9M as of Q2 2026.
  • Arkos Global Advisors bought 18,288 iShares Gold Trust shares in Q2 2026, an estimated $1.55M.
  • iShares Gold Trust made up 3.06% of Arkos Global Advisors's portfolio in Q2 2026, its #10 holding.
  • Arkos Global Advisors first reported a position in iShares Gold Trust in Q1 2023 and has held it in 14 quarters since.
  • Arkos Global Advisors's iShares Gold Trust position peaked at $28.6M in Q1 2026.
  • 1,904 funds tracked by Wall St. Rank held iShares Gold Trust as of Q2 2026.

Based on Arkos Global Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.