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Ashton Thomas Private Wealth’s iShares Gold Trust IAU Stock Holding History

Ashton Thomas Private Wealth’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 		$21.3M Buy
282,506
+5,422
+2% +$460K 0.44% 47
2026
Q1 		$24.4M Sell
277,084
-19,199
-6% -$1.76M 0.58% 32
2025
Q4 		$24M Buy
296,283
+9,807
+3% +$767K 0.59% 34
2025
Q3 		$20.8M Buy
286,476
+27,282
+11% +$1.78M 0.54% 32
2025
Q2 		$16.2M Buy
259,194
+22,063
+9% +$1.37M 0.57% 35
2025
Q1 		$14M Buy
237,131
+155,970
+192% +$8.44M 0.53% 39
2024
Q4 		$4.02M Buy
81,161
+36,430
+81% +$1.83M 0.16% 154
2024
Q3 		$2.22M Buy
44,731
+7,190
+19% +$337K 0.12% 201
2024
Q2 		$1.65M Buy
37,541
+5,782
+18% +$256K 0.09% 229
2024
Q1 		$1.33M Buy
31,759
+293
+0.9% +$11.5K 0.08% 260
2023
Q4 		$1.23M Sell
31,466
-250
-0.8% -$9.36K 0.08% 265
2023
Q3 		$1.11M Buy
31,716
+8,150
+35% +$297K 0.08% 263
2023
Q2 		$858K Buy
23,566
+6,921
+42% +$259K 0.07% 297
2023
Q1 		$622K Buy
16,645
+600
+4% +$21.5K 0.05% 327
2022
Q4 		$555K Sell
16,045
-563
-3% -$18.5K 0.06% 330
2022
Q3 		$524K Sell
16,608
-784
-5% -$25.7K 0.06% 321
2022
Q2 		$597K Buy
17,392
+2,814
+19% +$100K 0.06% 283
2022
Q1 		$537K Buy
14,578
+2,672
+22% +$95.5K 0.05% 336
2021
Q4 		$414K Buy
+11,906
New +$407K 0.04% 344

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

Ashton Thomas Private Wealth's IAU Position: Q2 2026 in Review

Ashton Thomas Private Wealth increased its iShares Gold Trust (IAU) stake by 2% in Q2 2026, buying an estimated $460K and bringing the position to 282,506 shares worth $21.3M. The position accounts for 0.44% of the portfolio, ranked #47.

Ashton Thomas Private Wealth first reported a position in IAU in Q4 2021 and has held it in 19 quarters since. The position peaked at $24.4M in Q1 2026. 1,899 funds tracked by Wall St. Rank hold IAU as of Q2 2026.

  • Ashton Thomas Private Wealth held 282,506 shares of iShares Gold Trust worth $21.3M as of Q2 2026.
  • Ashton Thomas Private Wealth bought 5,422 iShares Gold Trust shares in Q2 2026, an estimated $460K.
  • iShares Gold Trust made up 0.44% of Ashton Thomas Private Wealth's portfolio in Q2 2026, its #47 holding.
  • Ashton Thomas Private Wealth first reported a position in iShares Gold Trust in Q4 2021 and has held it in 19 quarters since.
  • Ashton Thomas Private Wealth's iShares Gold Trust position peaked at $24.4M in Q1 2026.
  • 1,899 funds tracked by Wall St. Rank held iShares Gold Trust as of Q2 2026.

Based on Ashton Thomas Private Wealth's 13F filing for Q2 2026, filed 29 Jul 2026.