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 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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return

Fidelity Investments

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return

LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return

Envestnet Asset Management

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

JP Morgan Chase

JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return

Citigroup New York $157B AUM 32.99% 1-Year Est. Return