Acorn Financial Advisory Services’s iShares Gold Trust IAU Stock Holding History

Acorn Financial Advisory Services’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
2025 Q3	$32.8M	Buy
2025 Q2	$23.6M	Buy
2025 Q1	$19.7M	Buy
2021 Q2	–	Sell
2021 Q1	$200K	Sell
2020 Q4	$280K	Sell
2020 Q3	$304K	Buy
2020 Q2	$186K	Buy