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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 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. 1,909 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.
1,909 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.