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ARS Wealth Advisors Group’s iShares Gold Trust IAU Stock Holding History

ARS Wealth Advisors 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 		$422K Hold
5,594
– – 0.03% 152
2026
Q1 		$493K Buy
5,594
+3,112
+125% +$285K 0.04% 126
2025
Q4 		$201K Buy
+2,482
New +$194K 0.02% 186

Other funds holding IAU

WI
WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $12.8B AUM 19.73% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
EAM
Erste Asset Management Vienna, Austria $12.9B AUM 52.69% 1-Year Est. Return
AL
Arnhold LLC New York $1.43B AUM 59.3% 1-Year Est. Return
ET
Equitable Trust Nashville, Tennessee $2.4B AUM 30.76% 1-Year Est. Return
TFCP
Twin Focus Capital Partners Boston, Massachusetts $983M AUM 37.07% 1-Year Est. Return
BIAS
Beacon Investment Advisory Services Morristown, New Jersey $2.69B AUM 35.07% 1-Year Est. Return
JMFC
J.M. Forbes & Co Boston, Massachusetts $1.27B AUM 26.46% 1-Year Est. Return

ARS Wealth Advisors Group's IAU Position: Q2 2026 in Review

ARS Wealth Advisors Group held its iShares Gold Trust (IAU) position steady in Q2 2026 at 5,594 shares worth $422K. The position accounts for 0.03% of the portfolio, ranked #152.

ARS Wealth Advisors Group first reported a position in IAU in Q4 2025 and has held it in 3 quarters since. The position peaked at $493K in Q1 2026. 846 funds tracked by Wall St. Rank hold IAU as of Q2 2026.

  • ARS Wealth Advisors Group held 5,594 shares of iShares Gold Trust worth $422K as of Q2 2026.
  • ARS Wealth Advisors Group left its iShares Gold Trust share count unchanged in Q2 2026.
  • iShares Gold Trust made up 0.03% of ARS Wealth Advisors Group's portfolio in Q2 2026, its #152 holding.
  • ARS Wealth Advisors Group first reported a position in iShares Gold Trust in Q4 2025 and has held it in 3 quarters since.
  • ARS Wealth Advisors Group's iShares Gold Trust position peaked at $493K in Q1 2026.
  • 846 funds tracked by Wall St. Rank held iShares Gold Trust as of Q2 2026.

Based on ARS Wealth Advisors Group's 13F filing for Q2 2026, filed 16 Jul 2026.