Avestar Capital’s iShares Gold Trust IAU Stock Holding History

Avestar Capital’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	$10.8M	Buy	142,505 +9,222	+7%	+$783K	0.6%	30
2026 Q1	$11.8M	Buy	133,283 +15,931	+14%	+$1.46M	0.75%	24
2025 Q4	$9.53M	Buy	117,352 +13,072	+13%	+$1.02M	0.62%	27
2025 Q3	$7.59M	Buy	104,280 +7,259	+7%	+$474K	0.5%	36
2025 Q2	$6.05M	Buy	97,021 +4,374	+5%	+$271K	0.41%	45
2025 Q1	$5.46M	Buy	92,647 +2,020	+2%	+$109K	0.47%	45
2024 Q4	$4.49M	Buy	90,627 +37,821	+72%	+$1.9M	0.38%	57
2024 Q3	$2.62M	Sell	52,806 -3,639	-6%	-$170K	0.27%	68
2024 Q2	$2.48M	Hold	56,445	–	–	0.25%	74
2024 Q1	$2.37M	Hold	56,445	–	–	0.25%	77
2023 Q4	$2.2M	Hold	56,445	–	–	0.25%	64
2023 Q3	$1.98M	Buy	+56,445	New	+$2.06M	0.28%	66

Other funds holding IAU

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

Avestar Capital's IAU Position: Q2 2026 in Review

Avestar Capital increased its iShares Gold Trust (IAU) stake by 6.9% in Q2 2026, buying an estimated $783K and bringing the position to 142,505 shares worth $10.8M. The position accounts for 0.6% of the portfolio, ranked #30.

Avestar Capital first reported a position in IAU in Q3 2023 and has held it in 12 quarters since. The position peaked at $11.8M in Q1 2026. 1,910 funds tracked by Wall St. Rank hold IAU as of Q2 2026.

Avestar Capital held 142,505 shares of iShares Gold Trust worth $10.8M as of Q2 2026.
Avestar Capital bought 9,222 iShares Gold Trust shares in Q2 2026, an estimated $783K.
iShares Gold Trust made up 0.6% of Avestar Capital's portfolio in Q2 2026, its #30 holding.
Avestar Capital first reported a position in iShares Gold Trust in Q3 2023 and has held it in 12 quarters since.
Avestar Capital's iShares Gold Trust position peaked at $11.8M in Q1 2026.
1,910 funds tracked by Wall St. Rank held iShares Gold Trust as of Q2 2026.

Based on Avestar Capital's 13F filing for Q2 2026, filed 29 Jul 2026.