Prospera Financial Services’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 | $2.22M | Sell |
29,446
-121,678
| -81% | -$10.3M | 0.03% | 492 |
|
|
2026
Q1 | $13.3M | Sell |
151,124
-10,412
| -6% | -$955K | 0.21% | 104 |
|
|
2025
Q4 | $13.1M | Sell |
161,536
-38,921
| -19% | -$3.04M | 0.22% | 106 |
|
|
2025
Q3 | $14.6M | Sell |
200,457
-76,151
| -28% | -$4.97M | 0.25% | 88 |
|
|
2025
Q2 | $17.2M | Buy |
276,608
+227,484
| +463% | +$14.1M | 0.32% | 63 |
|
|
2025
Q1 | $2.9M | Buy |
49,124
+1,688
| +4% | +$91.3K | 0.07% | 302 |
|
|
2024
Q4 | $2.35M | Buy |
47,436
+2,905
| +7% | +$146K | 0.05% | 330 |
|
|
2024
Q3 | $2.21M | Buy |
44,531
+7,001
| +19% | +$328K | 0.06% | 318 |
|
|
2024
Q2 | $1.65M | Buy |
37,530
+4,393
| +13% | +$194K | 0.05% | 379 |
|
|
2024
Q1 | $1.39M | Sell |
33,137
-90,231
| -73% | -$3.54M | 0.04% | 413 |
|
|
2023
Q4 | $4.82M | Buy |
123,368
+90,673
| +277% | +$3.39M | 0.16% | 145 |
|
|
2023
Q3 | $1.14M | Sell |
32,695
-24,378
| -43% | -$890K | 0.04% | 396 |
|
|
2023
Q2 | $2.08M | Sell |
57,073
-33,897
| -37% | -$1.27M | 0.08% | 262 |
|
|
2023
Q1 | $3.4M | Buy |
90,970
+55,793
| +159% | +$2M | 0.14% | 182 |
|
|
2022
Q4 | $1.22M | Sell |
35,177
-39,916
| -53% | -$1.31M | 0.06% | 310 |
|
|
2022
Q3 | $2.37M | Sell |
75,093
-718
| -0.9% | -$23.5K | 0.12% | 205 |
|
|
2022
Q2 | $2.6M | Sell |
75,811
-1,771
| -2% | -$63K | 0.13% | 195 |
|
|
2022
Q1 | $2.86M | Buy |
77,582
+52,918
| +215% | +$1.89M | 0.12% | 212 |
|
|
2021
Q4 | $858K | Sell |
24,664
-9,522
| -28% | -$325K | 0.04% | 445 |
|
|
2021
Q3 | $1.14M | Sell |
34,186
-22,785
| -40% | -$776K | 0.06% | 334 |
|
|
2021
Q2 | $1.92M | Buy |
56,971
+3,963
| +7% | +$137K | 0.1% | 248 |
|
|
2021
Q1 | $1.72M | Sell |
53,008
-30,359
| -36% | -$1.04M | 0.1% | 239 |
|
|
2020
Q4 | $3.02M | Buy |
83,367
+18,947
| +29% | +$678K | 0.21% | 114 |
|
|
2020
Q3 | $2.32M | Sell |
64,420
-74,910
| -54% | -$2.74M | 0.89% | 19 |
|
|
2020
Q2 | $4.73M | Buy |
139,330
+7,517
| +6% | +$246K | 0.42% | 40 |
|
|
2020
Q1 | $3.97M | Buy |
131,813
+10,131
| +8% | +$306K | 0.42% | 39 |
|
|
2019
Q4 | $3.53M | Sell |
121,682
-6,763
| -5% | -$192K | 0.27% | 79 |
|
|
2019
Q3 | $3.62M | Buy |
128,445
+7,675
| +6% | +$216K | 0.37% | 46 |
|
|
2019
Q2 | $3.25M | Buy |
+120,770
| New | +$3.03M | 0.36% | 45 |
|
|
2019
Q1 | – | Sell |
-84,807
| Closed | -$2.09M | – | 373 |
|
|
2018
Q4 | $2.09M | Buy |
84,807
+27,747
| +49% | +$653K | 0.42% | 44 |
|
|
2018
Q3 | $1.32M | Sell |
57,060
-15,250
| -21% | -$354K | 0.25% | 94 |
|
|
2018
Q2 | $1.74M | Buy |
72,310
+8,467
| +13% | +$212K | 0.24% | 83 |
|
|
2018
Q1 | $1.64M | Buy |
63,843
+31,467
| +97% | +$803K | 0.23% | 95 |
|
|
2017
Q4 | $821K | Sell |
32,376
-1,003
| -3% | -$24.6K | 0.13% | 152 |
|
|
2017
Q3 | $818K | Buy |
33,379
+500
| +2% | +$12.3K | 0.12% | 159 |
|
|
2017
Q2 | $775K | Buy |
32,879
+885
| +3% | +$21.4K | 0.12% | 161 |
|
|
2017
Q1 | $774K | Sell |
31,994
-1,500
| -4% | -$35.2K | 0.14% | 132 |
|
|
2016
Q4 | $760K | Sell |
33,494
-17,650
| -35% | -$414K | 0.15% | 127 |
|
|
2016
Q3 | $1.3M | Buy |
51,144
+6,489
| +15% | +$167K | 0.26% | 72 |
|
|
2016
Q2 | $1.14M | Buy |
44,655
+7,925
| +22% | +$193K | 0.24% | 83 |
|
|
2016
Q1 | $873K | Buy |
+36,730
| New | +$840K | 0.19% | 90 |
|
|
2014
Q4 | – | Sell |
-5,865
| Closed | -$130K | – | 307 |
|
|
2014
Q3 | $130K | Sell |
5,865
-188
| -3% | -$4.67K | 0.04% | 264 |
|
|
2014
Q2 | $156K | Hold |
6,053
| – | – | 0.04% | 263 |
|
|
2014
Q1 | $143K | Buy |
6,053
+198
| +3% | +$4.97K | 0.05% | 238 |
|
|
2013
Q4 | $137K | Sell |
5,855
-4,388
| -43% | -$108K | 0.05% | 241 |
|
|
2013
Q3 | $256K | Sell |
10,243
-1,689
| -14% | -$43.6K | 0.1% | 177 |
|
|
2013
Q2 | $290K | Buy |
+11,932
| New | +$328K | 0.13% | 158 |
|
Other funds holding IAU
Prospera Financial Services's IAU Position: Q2 2026 in Review
Prospera Financial Services reduced its iShares Gold Trust (IAU) stake by 81% in Q2 2026, selling an estimated $10.3M and leaving 29,446 shares worth $2.22M. The position accounts for 0.03% of the portfolio, ranked #492.
Prospera Financial Services first reported a position in IAU in Q2 2013 and has held it in 47 quarters since. The position peaked at $17.2M in Q2 2025. 1,901 funds tracked by Wall St. Rank hold IAU as of Q2 2026.
- Prospera Financial Services held 29,446 shares of iShares Gold Trust worth $2.22M as of Q2 2026.
- Prospera Financial Services sold 121,678 iShares Gold Trust shares in Q2 2026, an estimated $10.3M.
- iShares Gold Trust made up 0.03% of Prospera Financial Services's portfolio in Q2 2026, its #492 holding.
- Prospera Financial Services first reported a position in iShares Gold Trust in Q2 2013 and has held it in 47 quarters since.
- Prospera Financial Services's iShares Gold Trust position peaked at $17.2M in Q2 2025.
- 1,901 funds tracked by Wall St. Rank held iShares Gold Trust as of Q2 2026.
Based on Prospera Financial Services's 13F filing for Q2 2026, filed 15 Jul 2026.