Aspire Private Capital’s iShares Gold Trust IAU Stock Holding History

Aspire Private Capital’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	$257K	Buy	3,410 +515	+18%	+$43.7K	0.05%	162
2026 Q1	$255K	Sell	2,895 -5,294	-65%	-$486K	0.06%	153
2025 Q4	$665K	Sell	8,189 -736	-8%	-$57.6K	0.15%	113
2025 Q3	$649K	Buy	8,925 +2,925	+49%	+$191K	0.14%	115
2025 Q2	$374K	Sell	6,000 -1,677	-22%	-$104K	0.09%	147
2025 Q1	$453K	Buy	+7,677	New	+$415K	0.11%	133
2022 Q4	–	Sell	-91	Closed	-$3K	–	668
2022 Q3	$3K	Buy	+91	New	+$2.98K	﹤0.01%	480

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

Aspire Private Capital's IAU Position: Q2 2026 in Review

Aspire Private Capital increased its iShares Gold Trust (IAU) stake by 18% in Q2 2026, buying an estimated $43.7K and bringing the position to 3,410 shares worth $257K. The position accounts for 0.05% of the portfolio, ranked #162.

Aspire Private Capital first reported a position in IAU in Q3 2022 and has held it in 7 quarters since. The position peaked at $665K in Q4 2025. 1,904 funds tracked by Wall St. Rank hold IAU as of Q2 2026.

Aspire Private Capital held 3,410 shares of iShares Gold Trust worth $257K as of Q2 2026.
Aspire Private Capital bought 515 iShares Gold Trust shares in Q2 2026, an estimated $43.7K.
iShares Gold Trust made up 0.05% of Aspire Private Capital's portfolio in Q2 2026, its #162 holding.
Aspire Private Capital first reported a position in iShares Gold Trust in Q3 2022 and has held it in 7 quarters since.
Aspire Private Capital's iShares Gold Trust position peaked at $665K in Q4 2025.
1,904 funds tracked by Wall St. Rank held iShares Gold Trust as of Q2 2026.

Based on Aspire Private Capital's 13F filing for Q2 2026, filed 15 Jul 2026.