Avion Wealth’s iShares Gold Trust IAU Stock Holding History

Avion 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	$44K	Sell	594 -302	-34%	-$25.6K	0.01%	262
2026 Q1	$78K	Buy	896 +25	+3%	+$2.29K	0.02%	171
2025 Q4	$70K	Hold	871	–	–	0.01%	177
2025 Q3	$63K	Buy	871 +2	+0.2%	+$130	0.01%	196
2025 Q2	$54K	Hold	869	–	–	0.01%	194
2025 Q1	$43K	Hold	869	–	–	0.01%	207
2024 Q4	$43K	Hold	869	–	–	0.01%	206
2024 Q3	$43K	Hold	869	–	–	0.01%	178
2024 Q2	$38K	Hold	869	–	–	0.01%	177
2024 Q1	$37K	Hold	869	–	–	0.01%	183
2023 Q4	$34K	Hold	869	–	–	0.01%	179
2023 Q3	$30K	Buy	869 +11	+1%	+$401	0.01%	182
2023 Q2	$31K	Hold	858	–	–	0.01%	192
2023 Q1	$29K	Hold	858	–	–	0.01%	188
2022 Q4	$27K	Hold	858	–	–	0.01%	190
2022 Q3	$27K	Buy	858 +18	+2%	+$590	0.01%	190
2022 Q2	$29K	Buy	+840	New	+$29.9K	0.01%	177

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

Avion Wealth's IAU Position: Q2 2026 in Review

Avion Wealth reduced its iShares Gold Trust (IAU) stake by 34% in Q2 2026, selling an estimated $25.6K and leaving 594 shares worth $44K. The position accounts for 0.01% of the portfolio, ranked #262.

Avion Wealth first reported a position in IAU in Q2 2022 and has held it in 17 quarters since. The position peaked at $78K in Q1 2026. 1,909 funds tracked by Wall St. Rank hold IAU as of Q2 2026.

Avion Wealth held 594 shares of iShares Gold Trust worth $44K as of Q2 2026.
Avion Wealth sold 302 iShares Gold Trust shares in Q2 2026, an estimated $25.6K.
iShares Gold Trust made up 0.01% of Avion Wealth's portfolio in Q2 2026, its #262 holding.
Avion Wealth first reported a position in iShares Gold Trust in Q2 2022 and has held it in 17 quarters since.
Avion Wealth's iShares Gold Trust position peaked at $78K in Q1 2026.
1,909 funds tracked by Wall St. Rank held iShares Gold Trust as of Q2 2026.

Based on Avion Wealth's 13F filing for Q2 2026, filed 31 Jul 2026.