Axxcess Wealth Management
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Axxcess Wealth Management’s iShares Gold Trust IAU Stock Holding History

Axxcess Wealth Management’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
Q3 		$4.78M Sell
61,173
-637,852
-91% -$51.1M 0.2% 131
2026
Q2 		$52.8M Buy
699,025
+27,518
+4% +$2.34M 0.84% 27
2026
Q1 		$59.2M Sell
671,507
-105,042
-14% -$9.6M 1.9% 12
2025
Q4 		$63M Sell
776,549
-74,332
-9% -$5.81M 1.09% 17
2025
Q3 		$61.9M Sell
850,881
-80,714
-9% -$5.27M 1.31% 13
2025
Q2 		$58.1M Sell
931,595
-35,494
-4% -$2.2M 1.36% 14
2025
Q1 		$57M Sell
967,089
-74,673
-7% -$4.04M 1.51% 12
2024
Q4 		$51.6M Buy
1,041,762
+1,498
+0.1% +$75.3K 1.24% 15
2024
Q3 		$51.7M Buy
1,040,264
+158,897
+18% +$7.44M 1.27% 14
2024
Q2 		$38.7M Sell
881,367
-12,508
-1% -$553K 1.02% 19
2024
Q1 		$37.6M Sell
893,875
-53,666
-6% -$2.1M 1.03% 19
2023
Q4 		$37M Sell
947,541
-160,201
-14% -$5.99M 1.07% 16
2023
Q3 		$38.8M Buy
1,107,742
+946,138
+585% +$34.5M 1.32% 12
2023
Q2 		$5.88M Sell
161,604
-5,252
-3% -$197K 0.43% 54
2023
Q1 		$6.24M Sell
166,856
-8,268
-5% -$297K 0.47% 48
2022
Q4 		$6.06M Buy
175,124
+27,087
+18% +$890K 0.5% 45
2022
Q3 		$4.67M Sell
148,037
-29,512
-17% -$967K 0.44% 44
2022
Q2 		$6.09M Sell
177,549
-5,731
-3% -$204K 0.56% 34
2022
Q1 		$6.75M Sell
183,280
-5,968
-3% -$213K 0.53% 37
2021
Q4 		$6.59M Buy
+189,248
New +$6.47M 0.48% 44

Other funds holding IAU

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return
WealthNavi Inc
WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $12.9B AUM 11.73% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.6B AUM 20.91% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $106B AUM 21.33% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

Axxcess Wealth Management's IAU Position: Q3 2026 in Review

Axxcess Wealth Management reduced its iShares Gold Trust (IAU) stake by 91% in Q3 2026, selling an estimated $51.1M and leaving 61,173 shares worth $4.78M. The position accounts for 0.2% of the portfolio, ranked #131.

Axxcess Wealth Management first reported a position in IAU in Q4 2021 and has held it in 20 quarters since. The position peaked at $63M in Q4 2025. 1,562 funds tracked by Wall St. Rank hold IAU as of Q3 2026.

  • Axxcess Wealth Management held 61,173 shares of iShares Gold Trust worth $4.78M as of Q3 2026.
  • Axxcess Wealth Management sold 637,852 iShares Gold Trust shares in Q3 2026, an estimated $51.1M.
  • iShares Gold Trust made up 0.2% of Axxcess Wealth Management's portfolio in Q3 2026, its #131 holding.
  • Axxcess Wealth Management first reported a position in iShares Gold Trust in Q4 2021 and has held it in 20 quarters since.
  • Axxcess Wealth Management's iShares Gold Trust position peaked at $63M in Q4 2025.
  • 1,562 funds tracked by Wall St. Rank held iShares Gold Trust as of Q3 2026.

Based on Axxcess Wealth Management's 13F filing for Q3 2026, filed 21 Oct 2026.