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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
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

WI
WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $12.8B AUM 19.73% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
EAM
Erste Asset Management Vienna, Austria $12.9B AUM 52.69% 1-Year Est. Return
AL
Arnhold LLC New York $1.43B AUM 59.3% 1-Year Est. Return
ET
Equitable Trust Nashville, Tennessee $2.4B AUM 30.76% 1-Year Est. Return
TFCP
Twin Focus Capital Partners Boston, Massachusetts $983M AUM 37.07% 1-Year Est. Return
BIAS
Beacon Investment Advisory Services Morristown, New Jersey $2.69B AUM 35.07% 1-Year Est. Return

Prospera Capital Management's IAU Position: Q2 2026 in Review

Prospera Capital Management held its iShares Gold Trust (IAU) position steady in Q2 2026 at 2,981 shares worth $233K. The position accounts for 0.07% of the portfolio, ranked #54.

Prospera Capital Management first reported a position in IAU in Q3 2025 and has held it in 4 quarters since. The position peaked at $263K in Q1 2026. 964 funds tracked by Wall St. Rank hold IAU as of Q2 2026.

  • Prospera Capital Management held 2,981 shares of iShares Gold Trust worth $233K as of Q2 2026.
  • Prospera Capital Management left its iShares Gold Trust share count unchanged in Q2 2026.
  • iShares Gold Trust made up 0.07% of Prospera Capital Management's portfolio in Q2 2026, its #54 holding.
  • Prospera Capital Management first reported a position in iShares Gold Trust in Q3 2025 and has held it in 4 quarters since.
  • Prospera Capital Management's iShares Gold Trust position peaked at $263K in Q1 2026.
  • 964 funds tracked by Wall St. Rank held iShares Gold Trust as of Q2 2026.

Based on Prospera Capital Management's 13F filing for Q2 2026, filed 27 Jul 2026.