AAFMAA Wealth Management & Trust’s iShares Gold Trust IAU Stock Holding History

AAFMAA Wealth Management & Trust’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	–	Sell	-3,462	Closed	-$305K	–	97
2026 Q1	$305K	Sell	3,462 -37,151	-91%	-$3.41M	0.12%	86
2025 Q4	$3.3M	Buy	+40,613	New	+$3.18M	1.29%	19
2024 Q2	–	Sell	-31,025	Closed	-$1.3M	–	78
2024 Q1	$1.3M	Sell	31,025 -43,489	-58%	-$1.7M	0.71%	46
2023 Q4	$2.91M	Buy	74,514 +5,988	+9%	+$224K	1.65%	19
2023 Q3	$2.4M	Buy	68,526 +26,427	+63%	+$964K	2.23%	16
2023 Q2	$1.53M	Buy	+42,099	New	+$1.58M	1.27%	32

Other funds holding IAU

WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $12.8B AUM 19.73% 1-Year Est. Return

Equitable Trust Nashville, Tennessee $2.4B AUM 30.76% 1-Year Est. Return

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

NCM

Narwhal Capital Management Marietta, Georgia $1.45B AUM 28.39% 1-Year Est. Return

EWA

EverSource Wealth Advisors Birmingham, Alabama $2.97B AUM 28.74% 1-Year Est. Return

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 Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return

AAFMAA Wealth Management & Trust's IAU Position: Q2 2026 in Review

AAFMAA Wealth Management & Trust sold out of iShares Gold Trust (IAU) in Q2 2026, closing a stake of 3,462 shares — an estimated $305K sold.

AAFMAA Wealth Management & Trust first reported a position in IAU in Q2 2023 and held it in 6 quarters. The position peaked at $3.3M in Q4 2025. 668 funds tracked by Wall St. Rank hold IAU as of Q2 2026.

AAFMAA Wealth Management & Trust reported no remaining iShares Gold Trust position as of Q2 2026 after selling out during the quarter.
AAFMAA Wealth Management & Trust sold 3,462 iShares Gold Trust shares in Q2 2026, an estimated $305K.
AAFMAA Wealth Management & Trust first reported a position in iShares Gold Trust in Q2 2023 and held it in 6 quarters.
AAFMAA Wealth Management & Trust's iShares Gold Trust position peaked at $3.3M in Q4 2025.
668 funds tracked by Wall St. Rank held iShares Gold Trust as of Q2 2026.

Based on AAFMAA Wealth Management & Trust's 13F filing for Q2 2026, filed 8 Jul 2026.