Accordant Advisory Group’s iShares Gold Trust IAU Stock Holding History

Accordant Advisory Group’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	$81.3K	Hold	1,077	–	–	0.05%	71
2026 Q1	$94.9K	Buy	1,077 +577	+115%	+$52.9K	0.06%	66
2025 Q4	$40.6K	Sell	500 -500	-50%	-$39.1K	0.03%	88
2025 Q3	$72.8K	Hold	1,000	–	–	0.05%	77
2025 Q2	$62.4K	Hold	1,000	–	–	0.05%	78
2025 Q1	$59K	Sell	1,000 -300	-23%	-$16.2K	0.06%	58
2024 Q4	$64.4K	Hold	1,300	–	–	0.06%	60
2024 Q3	$64.6K	Hold	1,300	–	–	0.05%	62
2024 Q2	$57.1K	Sell	1,300 -2,607	-67%	-$115K	0.05%	72
2024 Q1	$164K	Buy	+3,907	New	+$153K	0.12%	92

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

Accordant Advisory Group's IAU Position: Q2 2026 in Review

Accordant Advisory Group held its iShares Gold Trust (IAU) position steady in Q2 2026 at 1,077 shares worth $81.3K. The position accounts for 0.05% of the portfolio, ranked #71.

Accordant Advisory Group first reported a position in IAU in Q1 2024 and has held it in 10 quarters since. The position peaked at $164K in Q1 2024. 1,909 funds tracked by Wall St. Rank hold IAU as of Q2 2026.

Accordant Advisory Group held 1,077 shares of iShares Gold Trust worth $81.3K as of Q2 2026.
Accordant Advisory Group left its iShares Gold Trust share count unchanged in Q2 2026.
iShares Gold Trust made up 0.05% of Accordant Advisory Group's portfolio in Q2 2026, its #71 holding.
Accordant Advisory Group first reported a position in iShares Gold Trust in Q1 2024 and has held it in 10 quarters since.
Accordant Advisory Group's iShares Gold Trust position peaked at $164K in Q1 2024.
1,909 funds tracked by Wall St. Rank held iShares Gold Trust as of Q2 2026.

Based on Accordant Advisory Group's 13F filing for Q2 2026, filed 27 Jul 2026.