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Prosperity Capital Advisors’s iShares Gold Trust IAU Stock Holding History

Prosperity Capital Advisors’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 		$11.4M Buy
150,646
+55,939
+59% +$4.75M 0.56% 34
2026
Q1 		$8.35M Sell
94,707
-93,936
-50% -$8.62M 0.48% 40
2025
Q4 		$15.3M Buy
188,643
+33,790
+22% +$2.64M 0.92% 27
2025
Q3 		$11.3M Buy
154,853
+49,463
+47% +$3.23M 0.65% 34
2025
Q2 		$6.57M Buy
105,390
+3,622
+4% +$224K 0.43% 49
2025
Q1 		$5.99M Buy
101,768
+54,514
+115% +$2.95M 0.47% 43
2024
Q4 		$2.34M Buy
+47,254
New +$2.37M 0.19% 88

Other funds holding IAU

BIAS
Beacon Investment Advisory Services Morristown, New Jersey $2.69B AUM 35.07% 1-Year Est. Return
JMFC
J.M. Forbes & Co Boston, Massachusetts $1.27B AUM 26.46% 1-Year Est. Return
AHC
Anderson Hoagland & Co St Louis, Missouri $1.28B AUM 29.05% 1-Year Est. Return
GG
GenWealth Group Maplewood, New Jersey $642M AUM 20.77% 1-Year Est. Return
PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return
SPIA
Strategic Point Investment Advisors Providence, Rhode Island $767M AUM 17.58% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
AFAS
Acorn Financial Advisory Services Reston, Virginia $753M AUM 36.94% 1-Year Est. Return
BTI
Blue Trust Inc Alpharetta, Georgia $9.54B AUM 19.86% 1-Year Est. Return

Prosperity Capital Advisors's IAU Position: Q2 2026 in Review

Prosperity Capital Advisors increased its iShares Gold Trust (IAU) stake by 59% in Q2 2026, buying an estimated $4.75M and bringing the position to 150,646 shares worth $11.4M. The position accounts for 0.56% of the portfolio, ranked #34.

Prosperity Capital Advisors first reported a position in IAU in Q4 2024 and has held it in 7 quarters since. The position peaked at $15.3M in Q4 2025. 439 funds tracked by Wall St. Rank hold IAU as of Q2 2026.

  • Prosperity Capital Advisors held 150,646 shares of iShares Gold Trust worth $11.4M as of Q2 2026.
  • Prosperity Capital Advisors bought 55,939 iShares Gold Trust shares in Q2 2026, an estimated $4.75M.
  • iShares Gold Trust made up 0.56% of Prosperity Capital Advisors's portfolio in Q2 2026, its #34 holding.
  • Prosperity Capital Advisors first reported a position in iShares Gold Trust in Q4 2024 and has held it in 7 quarters since.
  • Prosperity Capital Advisors's iShares Gold Trust position peaked at $15.3M in Q4 2025.
  • 439 funds tracked by Wall St. Rank held iShares Gold Trust as of Q2 2026.

Based on Prosperity Capital Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.