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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

BIAS
Beacon Investment Advisory Services Morristown, New Jersey $2.69B AUM 35.07% 1-Year Est. Return
JMFC
J.M. Forbes & Co Boston, Massachusetts $1.27B AUM 26.46% 1-Year Est. Return
AHC
Anderson Hoagland & Co St Louis, Missouri $1.28B AUM 29.05% 1-Year Est. Return
GG
GenWealth Group Maplewood, New Jersey $642M AUM 20.77% 1-Year Est. Return
PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return
SPIA
Strategic Point Investment Advisors Providence, Rhode Island $767M AUM 17.58% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
AFAS
Acorn Financial Advisory Services Reston, Virginia $753M AUM 36.94% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 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. 402 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.
  • 402 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.