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Aventura Private Wealth’s iShares Gold Trust IAU Stock Holding History

Aventura Private Wealth’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 		$40.6K Buy
538
+319
+146% +$27.1K 0.01% 373
2026
Q1 		$19.3K Hold
219
– – 0.01% 452
2025
Q4 		$17.8K Hold
219
– – 0.01% 435
2025
Q3 		$15.9K Hold
219
– – 0.01% 431
2025
Q2 		$13.7K Hold
219
– – 0.01% 426
2025
Q1 		$12.9K Buy
219
+27
+14% +$1.46K 0.01% 415
2024
Q4 		$9.51K Buy
+192
New +$9.65K 0.01% 437

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

Aventura Private Wealth's IAU Position: Q2 2026 in Review

Aventura Private Wealth increased its iShares Gold Trust (IAU) stake by 146% in Q2 2026, buying an estimated $27.1K and bringing the position to 538 shares worth $40.6K. The position accounts for 0.01% of the portfolio, ranked #373.

Aventura Private Wealth first reported a position in IAU in Q4 2024 and has held it in 7 quarters since. 1,914 funds tracked by Wall St. Rank hold IAU as of Q2 2026.

  • Aventura Private Wealth held 538 shares of iShares Gold Trust worth $40.6K as of Q2 2026.
  • Aventura Private Wealth bought 319 iShares Gold Trust shares in Q2 2026, an estimated $27.1K.
  • iShares Gold Trust made up 0.01% of Aventura Private Wealth's portfolio in Q2 2026, its #373 holding.
  • Aventura Private Wealth first reported a position in iShares Gold Trust in Q4 2024 and has held it in 7 quarters since.
  • 1,914 funds tracked by Wall St. Rank held iShares Gold Trust as of Q2 2026.

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