AA Financial Advisors’s iShares Gold Trust IAU Stock Holding History

AA Financial 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 Q1	$1.15M	Sell	13,043 -5,608	-30%	-$514K	0.16%	102
2025 Q4	$1.51M	Buy	18,651 +4,765	+34%	+$373K	0.28%	63
2025 Q3	$1.01M	Buy	13,886 +352	+3%	+$23K	0.2%	79
2025 Q2	$844K	Sell	13,534 -349	-3%	-$21.6K	0.18%	79
2025 Q1	$819K	Buy	13,883 +452	+3%	+$24.5K	0.2%	79
2024 Q4	$665K	Buy	13,431 +481	+4%	+$24.2K	0.18%	83
2024 Q3	$644K	Buy	12,950 +5,106	+65%	+$239K	0.19%	85
2024 Q2	$345K	Buy	7,844 +941	+14%	+$41.6K	0.12%	119
2024 Q1	$290K	Sell	6,903 -382	-5%	-$15K	0.12%	128
2023 Q4	$284K	Buy	+7,285	New	+$273K	0.19%	49

Other funds holding IAU

Bank of America

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Fidelity Investments

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Envestnet Asset Management

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

JP Morgan Chase

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Citigroup New York $235B AUM 32.99% 1-Year Est. Return