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Acropolis Investment Management’s iShares Gold Trust IAU Stock Holding History

Acropolis Investment Management’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 		$247K Sell
2,805
-240
-8% -$22K 0.01% 257
2025
Q4 		$247K Buy
+3,045
New +$238K 0.01% 255
2025
Q2 		– Sell
-3,145
Closed -$185K – 269
2025
Q1 		$185K Hold
3,145
– – 0.01% 237
2024
Q4 		$156K Hold
3,145
– – 0.01% 261
2024
Q3 		$156K Hold
3,145
– – 0.01% 250
2024
Q2 		$138K Hold
3,145
– – 0.01% 251
2024
Q1 		$132K Buy
3,145
+265
+9% +$10.4K 0.01% 258
2023
Q4 		$112K Hold
2,880
– – 0.01% 270
2023
Q3 		$101K Hold
2,880
– – 0.01% 274
2023
Q2 		$105K Hold
2,880
– – 0.01% 252
2023
Q1 		$108K Buy
+2,880
New +$103K 0.01% 249

Other funds holding IAU

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Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
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
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
LPL Financial
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
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
Citigroup New York $157B AUM 32.99% 1-Year Est. Return