Prospera Capital Management
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Prospera Capital Management’s iShares Gold Trust IAU Stock Holding History

Prospera Capital 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 		$233K Hold
2,981
– – 0.06% 64
2026
Q2 		$233K Hold
2,981
– – 0.07% 54
2026
Q1 		$263K Hold
2,981
– – 0.13% 39
2025
Q4 		$242K Hold
2,981
– – 0.12% 39
2025
Q3 		$217K Buy
+2,981
New +$194K 0.1% 45

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
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
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return

Prospera Capital Management's IAU Position: Q3 2026 in Review

Prospera Capital Management held its iShares Gold Trust (IAU) position steady in Q3 2026 at 2,981 shares worth $233K. The position accounts for 0.06% of the portfolio, ranked #64.

Prospera Capital Management first reported a position in IAU in Q3 2025 and has held it in 5 quarters since. The position peaked at $263K in Q1 2026. 1,390 funds tracked by Wall St. Rank hold IAU as of Q3 2026.

  • Prospera Capital Management held 2,981 shares of iShares Gold Trust worth $233K as of Q3 2026.
  • Prospera Capital Management left its iShares Gold Trust share count unchanged in Q3 2026.
  • iShares Gold Trust made up 0.06% of Prospera Capital Management's portfolio in Q3 2026, its #64 holding.
  • Prospera Capital Management first reported a position in iShares Gold Trust in Q3 2025 and has held it in 5 quarters since.
  • Prospera Capital Management's iShares Gold Trust position peaked at $263K in Q1 2026.
  • 1,390 funds tracked by Wall St. Rank held iShares Gold Trust as of Q3 2026.

Based on Prospera Capital Management's 13F filing for Q3 2026, filed 13 Oct 2026.