Aureus Asset Management’s iShares Gold Trust IAU Stock Holding History

Aureus Asset Management’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 Q1	$822K	Buy	9,322 +6,597	+242%	+$605K	0.05%	128
2025 Q4	$221K	Buy	+2,725	New	+$213K	0.01%	185
2023 Q1	–	Sell	-21,937	Closed	-$759K	–	188
2022 Q4	$759K	Hold	21,937	–	–	0.07%	103
2022 Q3	$692K	Sell	21,937 -13,250	-38%	-$434K	0.06%	102
2022 Q2	$1.21M	Hold	35,187	–	–	0.1%	86
2022 Q1	$1.3M	Hold	35,187	–	–	0.09%	93
2021 Q4	$1.23M	Hold	35,187	–	–	0.08%	89
2021 Q3	$1.18M	Hold	35,187	–	–	0.08%	94
2021 Q2	$1.19M	Buy	35,187 +13,249	+60%	+$458K	0.08%	99
2021 Q1	$713K	Hold	21,938	–	–	0.06%	97
2020 Q4	$795K	Hold	21,938	–	–	0.07%	97
2020 Q3	$789K	Buy	21,938 +5,000	+30%	+$183K	0.07%	92
2020 Q2	$576K	Hold	16,938	–	–	0.06%	100
2020 Q1	$510K	Hold	16,938	–	–	0.07%	91
2019 Q4	$491K	Hold	16,938	–	–	0.05%	110
2019 Q3	$478K	Buy	+16,938	New	+$478K	0.06%	111
2016 Q4	–	Sell	-39,800	Closed	-$1.01M	–	171
2016 Q3	$1.01M	Hold	39,800	–	–	0.2%	64
2016 Q2	$1.02M	Hold	39,800	–	–	0.22%	57
2016 Q1	$946K	Hold	39,800	–	–	0.21%	57
2015 Q4	$814K	Buy	+39,800	New	+$849K	0.18%	58

Other funds holding IAU

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

Aureus Asset Management's IAU Position: Q1 2026 in Review

Aureus Asset Management increased its iShares Gold Trust (IAU) stake by 242% in Q1 2026, buying an estimated $605K and bringing the position to 9,322 shares worth $822K. The position accounts for 0.05% of the portfolio, ranked #128.

Aureus Asset Management first reported a position in IAU in Q4 2015 and has held it in 20 quarters since. The position peaked at $1.3M in Q1 2022. 1,960 funds tracked by Wall St. Rank hold IAU as of Q1 2026.

Aureus Asset Management held 9,322 shares of iShares Gold Trust worth $822K as of Q1 2026.
Aureus Asset Management bought 6,597 iShares Gold Trust shares in Q1 2026, an estimated $605K.
iShares Gold Trust made up 0.05% of Aureus Asset Management's portfolio in Q1 2026, its #128 holding.
Aureus Asset Management first reported a position in iShares Gold Trust in Q4 2015 and has held it in 20 quarters since.
Aureus Asset Management's iShares Gold Trust position peaked at $1.3M in Q1 2022.
1,960 funds tracked by Wall St. Rank held iShares Gold Trust as of Q1 2026.

Based on Aureus Asset Management's 13F filing for Q1 2026, filed 13 May 2026.