Avior Wealth Management’s iShares Gold Trust IAU Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $3M | Sell |
39,784
-14,013
| -26% | -$1.19M | 0.08% | 203 |
|
|
2026
Q1 | $4.74M | Buy |
53,797
+7,122
| +15% | +$653K | 0.13% | 143 |
|
|
2025
Q4 | $3.79M | Sell |
46,675
-2,075
| -4% | -$162K | 0.12% | 134 |
|
|
2025
Q3 | $3.55M | Sell |
48,750
-1,570
| -3% | -$102K | 0.11% | 135 |
|
|
2025
Q2 | $3.14M | Sell |
50,320
-662
| -1% | -$41K | 0.11% | 144 |
|
|
2025
Q1 | $3.01M | Sell |
50,982
-1,329
| -3% | -$71.9K | 0.11% | 141 |
|
|
2024
Q4 | $2.59M | Buy |
52,311
+3,098
| +6% | +$156K | 0.09% | 151 |
|
|
2024
Q3 | $2.45M | Sell |
49,213
-47
| -0.1% | -$2.2K | 0.1% | 148 |
|
|
2024
Q2 | $2.16M | Sell |
49,260
-11,749
| -19% | -$519K | 0.09% | 156 |
|
|
2024
Q1 | $2.56M | Buy |
61,009
+7,067
| +13% | +$277K | 0.12% | 137 |
|
|
2023
Q4 | $2.11M | Sell |
53,942
-1,653
| -3% | -$61.9K | 0.13% | 129 |
|
|
2023
Q3 | $1.95M | Sell |
55,595
-2,435
| -4% | -$88.9K | 0.13% | 121 |
|
|
2023
Q2 | $2.11M | Sell |
58,030
-2,346
| -4% | -$87.9K | 0.14% | 120 |
|
|
2023
Q1 | $2.26M | Buy |
60,376
+14,029
| +30% | +$503K | 0.15% | 116 |
|
|
2022
Q4 | $1.6M | Sell |
46,347
-2,434
| -5% | -$79.9K | 0.12% | 135 |
|
|
2022
Q3 | $1.54M | Sell |
48,781
-682
| -1% | -$22.4K | 0.13% | 125 |
|
|
2022
Q2 | $1.7M | Sell |
49,463
-3,960
| -7% | -$141K | 0.17% | 106 |
|
|
2022
Q1 | $1.97M | Buy |
53,423
+3,482
| +7% | +$124K | 0.17% | 107 |
|
|
2021
Q4 | $1.74M | Buy |
49,941
+1,557
| +3% | +$53.2K | 0.14% | 117 |
|
|
2021
Q3 | $1.62M | Sell |
48,384
-905
| -2% | -$30.8K | 0.13% | 128 |
|
|
2021
Q2 | $1.66M | Sell |
49,289
-3,133
| -6% | -$108K | 0.17% | 117 |
|
|
2021
Q1 | $1.7M | Sell |
52,422
-5,870
| -10% | -$201K | 0.18% | 116 |
|
|
2020
Q4 | $2.11M | Buy |
58,292
+5,613
| +11% | +$201K | 0.26% | 91 |
|
|
2020
Q3 | $1.9M | Sell |
52,679
-11,920
| -18% | -$435K | 0.27% | 83 |
|
|
2020
Q2 | $2.19M | Sell |
64,599
-1,312
| -2% | -$43K | 0.34% | 70 |
|
|
2020
Q1 | $1.99M | Sell |
65,911
-8,969
| -12% | -$271K | 0.39% | 64 |
|
|
2019
Q4 | $2.17M | Sell |
74,880
-1,010
| -1% | -$28.6K | 0.35% | 71 |
|
|
2019
Q3 | $2.14M | Buy |
75,890
+538
| +0.7% | +$15.2K | 0.37% | 70 |
|
|
2019
Q2 | $2.04M | Buy |
75,352
+11,350
| +18% | +$284K | 0.37% | 74 |
|
|
2019
Q1 | $1.58M | Buy |
64,002
+5,673
| +10% | +$142K | 0.34% | 78 |
|
|
2018
Q4 | $1.43M | Buy |
58,329
+4,423
| +8% | +$104K | 0.35% | 70 |
|
|
2018
Q3 | $1.23M | Buy |
53,906
+4,985
| +10% | +$116K | 0.26% | 94 |
|
|
2018
Q2 | $1.18M | Buy |
48,921
+8,348
| +21% | +$209K | 0.27% | 93 |
|
|
2018
Q1 | $1.03M | Buy |
40,573
+7,996
| +25% | +$204K | 0.24% | 99 |
|
|
2017
Q4 | $815K | Buy |
32,577
+3,290
| +11% | +$80.7K | 0.18% | 115 |
|
|
2017
Q3 | $721K | Buy |
29,287
+7,831
| +36% | +$193K | 0.24% | 106 |
|
|
2017
Q2 | $512K | Buy |
21,456
+8,754
| +69% | +$212K | 0.21% | 95 |
|
|
2017
Q1 | $305K | Buy |
12,702
+7,896
| +164% | +$186K | 0.1% | 129 |
|
|
2016
Q4 | $106K | Buy |
4,806
+1,061
| +28% | +$24.9K | 0.04% | 165 |
|
|
2016
Q3 | $95K | Buy |
3,745
+1,780
| +91% | +$45.8K | 0.04% | 178 |
|
|
2016
Q2 | $50K | Hold |
1,965
| – | – | 0.02% | 209 |
|
|
2016
Q1 | $47K | Buy |
1,965
+421
| +27% | +$9.63K | 0.02% | 215 |
|
|
2015
Q4 | $32K | Buy |
1,544
+80
| +5% | +$1.71K | 0.02% | 207 |
|
|
2015
Q3 | $32K | Buy |
1,464
+225
| +18% | +$4.89K | 0.02% | 196 |
|
|
2015
Q2 | $28K | Hold |
1,239
| – | – | 0.02% | 181 |
|
|
2015
Q1 | $28K | Hold |
1,239
| – | – | 0.02% | 179 |
|
|
2014
Q4 | $28K | Buy |
1,239
+127
| +11% | +$2.95K | 0.02% | 169 |
|
|
2014
Q3 | $26K | Hold |
1,112
| – | – | 0.02% | 176 |
|
|
2014
Q2 | $29K | Hold |
1,112
| – | – | 0.02% | 171 |
|
|
2014
Q1 | $28K | Buy |
+1,112
| New | +$27.9K | 0.02% | 169 |
|
Other funds holding IAU
Avior Wealth Management's IAU Position: Q2 2026 in Review
Avior Wealth Management reduced its iShares Gold Trust (IAU) stake by 26% in Q2 2026, selling an estimated $1.19M and leaving 39,784 shares worth $3M. The position accounts for 0.08% of the portfolio, ranked #203.
Avior Wealth Management first reported a position in IAU in Q1 2014 and has held it in 50 quarters since. The position peaked at $4.74M in Q1 2026. 1,901 funds tracked by Wall St. Rank hold IAU as of Q2 2026.
- Avior Wealth Management held 39,784 shares of iShares Gold Trust worth $3M as of Q2 2026.
- Avior Wealth Management sold 14,013 iShares Gold Trust shares in Q2 2026, an estimated $1.19M.
- iShares Gold Trust made up 0.08% of Avior Wealth Management's portfolio in Q2 2026, its #203 holding.
- Avior Wealth Management first reported a position in iShares Gold Trust in Q1 2014 and has held it in 50 quarters since.
- Avior Wealth Management's iShares Gold Trust position peaked at $4.74M in Q1 2026.
- 1,901 funds tracked by Wall St. Rank held iShares Gold Trust as of Q2 2026.
Based on Avior Wealth Management's 13F filing for Q2 2026, filed 7 Jul 2026.