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Astoria Portfolio Advisors’s iShares Gold Trust IAU Stock Holding History

Astoria Portfolio 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 		$787K Buy
10,417
+1,779
+21% +$151K 0.13% 115
2026
Q1 		$761K Hold
8,638
– – 0.16% 95
2025
Q4 		$851K Sell
8,638
-790
-8% -$61.8K 0.19% 84
2025
Q3 		$719K Buy
9,428
+1,226
+15% +$80K 0.19% 93
2025
Q2 		$521K Buy
8,202
+2,460
+43% +$152K 0.15% 127
2025
Q1 		$357K Buy
5,742
+371
+7% +$20.1K 0.12% 153
2024
Q4 		$271K Hold
5,371
– – 0.1% 167
2024
Q3 		$269K Sell
5,371
-134
-2% -$6.27K 0.09% 157
2024
Q2 		$242K Sell
5,505
-4
-0.1% -$177 0.09% 159
2024
Q1 		$249K Sell
5,509
-4
-0.1% -$157 0.1% 148
2023
Q4 		$212K Buy
5,513
+142
+3% +$5.31K 0.09% 175
2023
Q3 		$202K Buy
+5,371
New +$196K 0.1% 151
2023
Q2 		– Sell
-5,371
Closed -$206K – 195
2023
Q1 		$206K Buy
+5,371
New +$193K 0.09% 183

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 22.9% 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

Astoria Portfolio Advisors's IAU Position: Q2 2026 in Review

Astoria Portfolio Advisors increased its iShares Gold Trust (IAU) stake by 21% in Q2 2026, buying an estimated $151K and bringing the position to 10,417 shares worth $787K. The position accounts for 0.13% of the portfolio, ranked #115.

Astoria Portfolio Advisors first reported a position in IAU in Q1 2023 and has held it in 13 quarters since. The position peaked at $851K in Q4 2025. 1,914 funds tracked by Wall St. Rank hold IAU as of Q2 2026.

  • Astoria Portfolio Advisors held 10,417 shares of iShares Gold Trust worth $787K as of Q2 2026.
  • Astoria Portfolio Advisors bought 1,779 iShares Gold Trust shares in Q2 2026, an estimated $151K.
  • iShares Gold Trust made up 0.13% of Astoria Portfolio Advisors's portfolio in Q2 2026, its #115 holding.
  • Astoria Portfolio Advisors first reported a position in iShares Gold Trust in Q1 2023 and has held it in 13 quarters since.
  • Astoria Portfolio Advisors's iShares Gold Trust position peaked at $851K in Q4 2025.
  • 1,914 funds tracked by Wall St. Rank held iShares Gold Trust as of Q2 2026.

Based on Astoria Portfolio Advisors's 13F filing for Q2 2026, filed 28 Jul 2026.