Abound Wealth Management’s iShares Gold Trust IAU Stock Holding History

Abound Wealth Management’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	$6.64K	Buy	+88	New	+$7.47K	﹤0.01%	545
2026 Q1	–	Sell	-57	Closed	-$4.63K	–	1551
2025 Q4	$4.63K	Buy	57 +44	+338%	+$3.44K	﹤0.01%	694
2025 Q3	$947	Sell	13 -835	-98%	-$54.5K	﹤0.01%	877
2025 Q2	$52.9K	Buy	848 +142	+20%	+$8.8K	0.01%	201
2025 Q1	$41.6K	Buy	706 +282	+67%	+$15.3K	0.01%	207
2024 Q4	$21K	Hold	424	–	–	0.01%	276
2024 Q3	$21.1K	Sell	424 -432	-50%	-$20.2K	0.01%	287
2024 Q2	$37.6K	Sell	856 -410	-32%	-$18.1K	0.01%	182
2024 Q1	$53.2K	Buy	1,266 +13	+1%	+$510	0.02%	145
2023 Q4	$48.9K	Buy	1,253 +821	+190%	+$30.7K	0.02%	148
2023 Q3	$15.1K	Hold	432	–	–	0.01%	260
2023 Q2	$15.7K	Hold	432	–	–	0.01%	258
2023 Q1	$16.1K	Hold	432	–	–	0.01%	229
2022 Q4	$14.9K	Hold	432	–	–	0.01%	218
2022 Q3	$13.6K	Buy	+432	New	+$14.2K	0.01%	244

Other funds holding IAU

Beacon Investment Advisory Services Morristown, New Jersey $2.69B AUM 35.07% 1-Year Est. Return

Anderson Hoagland & Co St Louis, Missouri $1.28B AUM 29.05% 1-Year Est. Return

GenWealth Group Maplewood, New Jersey $642M AUM 20.77% 1-Year Est. Return

Strategic Point Investment Advisors Providence, Rhode Island $767M AUM 17.58% 1-Year Est. Return

Chemistry Wealth Management New York $622M AUM 19.32% 1-Year Est. Return

Mader & Shannon Wealth Management Kansas City, Missouri $214M AUM 23.75% 1-Year Est. Return

Chatham Capital Group Savannah, Georgia $783M AUM 31.99% 1-Year Est. Return

Baldwin Wealth Partners Marion, Massachusetts $1.53B AUM 28.5% 1-Year Est. Return

LVM Capital Management Portage, Michigan $1.19B AUM 41.5% 1-Year Est. Return

Cardinal Point Capital Management Toronto, Ontario, Canada $1.77B AUM 26.72% 1-Year Est. Return