Advus Financial Partners, LLC’s iShares Gold Trust IAU Stock Holding History

Advus Financial Partners, LLC’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	$2.48M	Sell	32,882 -4,392	-12%	-$373K	0.56%	38
2026 Q1	$3.29M	Buy	37,274 +1,548	+4%	+$142K	0.82%	28
2025 Q4	$2.9M	Buy	35,726 +3,890	+12%	+$304K	0.7%	30
2025 Q3	$2.32M	Buy	31,836 +3,785	+13%	+$247K	0.56%	34
2025 Q2	$1.75M	Buy	28,051 +4,605	+20%	+$285K	0.45%	39
2025 Q1	$1.38M	Buy	23,446 +8,536	+57%	+$462K	0.39%	45
2024 Q4	$738K	Buy	14,910 +7,113	+91%	+$357K	0.21%	66
2024 Q3	$388K	Hold	7,797	–	–	0.11%	129
2024 Q2	$343K	Sell	7,797 -1	-0%	-$44	0.1%	126
2024 Q1	$328K	Hold	7,798	–	–	0.1%	130
2023 Q4	$304K	Hold	7,798	–	–	0.1%	131
2023 Q3	$273K	Hold	7,798	–	–	0.11%	112
2023 Q2	$284K	Buy	7,798 +1,142	+17%	+$42.8K	0.11%	114
2023 Q1	$249K	Buy	+6,656	New	+$239K	0.1%	119

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

Advus Financial Partners, LLC's IAU Position: Q2 2026 in Review

Advus Financial Partners, LLC reduced its iShares Gold Trust (IAU) stake by 12% in Q2 2026, selling an estimated $373K and leaving 32,882 shares worth $2.48M. The position accounts for 0.56% of the portfolio, ranked #38.

Advus Financial Partners, LLC first reported a position in IAU in Q1 2023 and has held it in 14 quarters since. The position peaked at $3.29M in Q1 2026. 1,904 funds tracked by Wall St. Rank hold IAU as of Q2 2026.

Advus Financial Partners, LLC held 32,882 shares of iShares Gold Trust worth $2.48M as of Q2 2026.
Advus Financial Partners, LLC sold 4,392 iShares Gold Trust shares in Q2 2026, an estimated $373K.
iShares Gold Trust made up 0.56% of Advus Financial Partners, LLC's portfolio in Q2 2026, its #38 holding.
Advus Financial Partners, LLC first reported a position in iShares Gold Trust in Q1 2023 and has held it in 14 quarters since.
Advus Financial Partners, LLC's iShares Gold Trust position peaked at $3.29M in Q1 2026.
1,904 funds tracked by Wall St. Rank held iShares Gold Trust as of Q2 2026.

Based on Advus Financial Partners, LLC's 13F filing for Q2 2026, filed 25 Aug 2026.