Acorn Wealth Advisors’s iShares Gold Trust IAU Stock Holding History

Acorn Wealth Advisors’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	$613K	Buy	8,119 +1,717	+27%	+$146K	0.15%	136
2026 Q1	$564K	Buy	6,402 +1,980	+45%	+$182K	0.16%	122
2025 Q4	$359K	Sell	4,422 -524	-11%	-$41K	0.11%	175
2025 Q3	$360K	Buy	+4,946	New	+$323K	0.11%	182
2025 Q2	–	Sell	-3,478	Closed	-$205K	–	255
2025 Q1	$205K	Buy	+3,478	New	+$188K	0.09%	224
2018 Q3	–	Sell	-3,217	Closed	-$77K	–	264
2018 Q2	$77K	Hold	3,217	–	–	0.07%	202
2018 Q1	$81K	Hold	3,217	–	–	0.07%	195
2017 Q4	$82K	Buy	+3,217	New	+$78.9K	0.07%	190

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 Wealth Advisors's IAU Position: Q2 2026 in Review

Acorn Wealth Advisors increased its iShares Gold Trust (IAU) stake by 27% in Q2 2026, buying an estimated $146K and bringing the position to 8,119 shares worth $613K. The position accounts for 0.15% of the portfolio, ranked #136.

Acorn Wealth Advisors first reported a position in IAU in Q4 2017 and has held it in 8 quarters since. 1,901 funds tracked by Wall St. Rank hold IAU as of Q2 2026.

Acorn Wealth Advisors held 8,119 shares of iShares Gold Trust worth $613K as of Q2 2026.
Acorn Wealth Advisors bought 1,717 iShares Gold Trust shares in Q2 2026, an estimated $146K.
iShares Gold Trust made up 0.15% of Acorn Wealth Advisors's portfolio in Q2 2026, its #136 holding.
Acorn Wealth Advisors first reported a position in iShares Gold Trust in Q4 2017 and has held it in 8 quarters since.
1,901 funds tracked by Wall St. Rank held iShares Gold Trust as of Q2 2026.

Based on Acorn Wealth Advisors's 13F filing for Q2 2026, filed 30 Jul 2026.