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
2026 Q2	$37.8M	Buy	500,409 +16,651	+3%	+$1.41M	5.01%	5
2026 Q1	$42.6M	Buy	483,758 +14,344	+3%	+$1.32M	5.84%	3
2025 Q4	$38.1M	Buy	469,414 +18,971	+4%	+$1.48M	5.62%	4
2025 Q3	$32.8M	Buy	450,443 +71,599	+19%	+$4.67M	5.03%	7
2025 Q2	$23.6M	Buy	378,844 +45,202	+14%	+$2.8M	3.87%	9
2025 Q1	$19.7M	Buy	+333,642	New	+$18M	3.56%	9
2021 Q2	–	Sell	-6,069	Closed	-$200K	–	235
2021 Q1	$200K	Sell	6,069 -1,652	-21%	-$56.5K	0.07%	199
2020 Q4	$280K	Sell	7,721 -732	-9%	-$26.2K	0.11%	180
2020 Q3	$304K	Buy	8,453 +2,974	+54%	+$109K	0.16%	158
2020 Q2	$186K	Buy	+5,479	New	+$180K	0.13%	184

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

Acorn Financial Advisory Services's IAU Position: Q2 2026 in Review

Acorn Financial Advisory Services increased its iShares Gold Trust (IAU) stake by 3.4% in Q2 2026, buying an estimated $1.41M and bringing the position to 500,409 shares worth $37.8M. The position accounts for 5.01% of the portfolio, ranked #5.

Acorn Financial Advisory Services first reported a position in IAU in Q2 2020 and has held it in 10 quarters since. The position peaked at $42.6M in Q1 2026. 1,904 funds tracked by Wall St. Rank hold IAU as of Q2 2026.

Acorn Financial Advisory Services held 500,409 shares of iShares Gold Trust worth $37.8M as of Q2 2026.
Acorn Financial Advisory Services bought 16,651 iShares Gold Trust shares in Q2 2026, an estimated $1.41M.
iShares Gold Trust made up 5.01% of Acorn Financial Advisory Services's portfolio in Q2 2026, its #5 holding.
Acorn Financial Advisory Services first reported a position in iShares Gold Trust in Q2 2020 and has held it in 10 quarters since.
Acorn Financial Advisory Services's iShares Gold Trust position peaked at $42.6M in Q1 2026.
1,904 funds tracked by Wall St. Rank held iShares Gold Trust as of Q2 2026.

Based on Acorn Financial Advisory Services's 13F filing for Q2 2026, filed 20 Jul 2026.