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 Q3	$2.07M	Buy	26,464 +17,933	+210%	+$1.44M	0.12%	84
2026 Q2	$644K	Sell	8,531 -791	-8%	-$67.1K	0.04%	144
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	$1.22M	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

Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return

Citigroup New York $308B AUM 40.94% 1-Year Est. Return

WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $12.9B AUM 11.73% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $192B AUM 13.66% 1-Year Est. Return

JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return

Aureus Asset Management's IAU Position: Q3 2026 in Review

Aureus Asset Management increased its iShares Gold Trust (IAU) stake by 210% in Q3 2026, buying an estimated $1.44M and bringing the position to 26,464 shares worth $2.07M. The position accounts for 0.12% of the portfolio, ranked #84.

Aureus Asset Management first reported a position in IAU in Q4 2015 and has held it in 22 quarters since. 1,749 funds tracked by Wall St. Rank hold IAU as of Q3 2026.

Aureus Asset Management held 26,464 shares of iShares Gold Trust worth $2.07M as of Q3 2026.
Aureus Asset Management bought 17,933 iShares Gold Trust shares in Q3 2026, an estimated $1.44M.
iShares Gold Trust made up 0.12% of Aureus Asset Management's portfolio in Q3 2026, its #84 holding.
Aureus Asset Management first reported a position in iShares Gold Trust in Q4 2015 and has held it in 22 quarters since.
1,749 funds tracked by Wall St. Rank held iShares Gold Trust as of Q3 2026.

Based on Aureus Asset Management's 13F filing for Q3 2026, filed 13 Nov 2026.