Ashton Thomas Securities’s iShares Gold Trust IAU Stock Holding History

Ashton Thomas Securities’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	$1.32M	Sell	17,487 -9,818	-36%	-$833K	0.2%	111
2026 Q1	$2.41M	Sell	27,305 -6,363	-19%	-$584K	0.3%	89
2025 Q4	$2.73M	Sell	33,668 -569	-2%	-$44.5K	0.52%	45
2025 Q3	$2.49M	Buy	34,237 +8,914	+35%	+$582K	0.35%	71
2025 Q2	$1.58M	Sell	25,323 -10,164	-29%	-$630K	0.38%	70
2025 Q1	$2.09M	Buy	35,487 +14,247	+67%	+$771K	0.58%	47
2024 Q4	$1.05M	Buy	21,240 +17,925	+541%	+$901K	0.29%	86
2024 Q3	$165K	Buy	+3,315	New	+$155K	0.03%	276

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

Ashton Thomas Securities's IAU Position: Q2 2026 in Review

Ashton Thomas Securities reduced its iShares Gold Trust (IAU) stake by 36% in Q2 2026, selling an estimated $833K and leaving 17,487 shares worth $1.32M. The position accounts for 0.2% of the portfolio, ranked #111.

Ashton Thomas Securities first reported a position in IAU in Q3 2024 and has held it in 8 quarters since. The position peaked at $2.73M in Q4 2025. 1,909 funds tracked by Wall St. Rank hold IAU as of Q2 2026.

Ashton Thomas Securities held 17,487 shares of iShares Gold Trust worth $1.32M as of Q2 2026.
Ashton Thomas Securities sold 9,818 iShares Gold Trust shares in Q2 2026, an estimated $833K.
iShares Gold Trust made up 0.2% of Ashton Thomas Securities's portfolio in Q2 2026, its #111 holding.
Ashton Thomas Securities first reported a position in iShares Gold Trust in Q3 2024 and has held it in 8 quarters since.
Ashton Thomas Securities's iShares Gold Trust position peaked at $2.73M in Q4 2025.
1,909 funds tracked by Wall St. Rank held iShares Gold Trust as of Q2 2026.

Based on Ashton Thomas Securities's 13F filing for Q2 2026, filed 27 Jul 2026.