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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
Q3 		$224K Buy
2,870
+64
+2% +$5.13K 0.01% 274
2026
Q2 		$212K Buy
2,806
+1
+0% +$85 0.01% 280
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

PSU
Pennsylvania State University University Park, Pennsylvania $252M AUM 13.5% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
GBT
Grove Bank & Trust Miami, Florida $1.01B AUM 19.76% 1-Year Est. Return
SFGP
Stonebridge Financial Group (Pennsylvania) Wormleysburg, Pennsylvania $1.36B AUM 14.31% 1-Year Est. Return
SC
Sapient Capital Indianapolis, Indiana $7.44B AUM 23.27% 1-Year Est. Return
AWM
Avaii Wealth Management Appleton, Wisconsin $348M AUM 25.11% 1-Year Est. Return
GWSA
Global Wealth Strategies & Associates Denver, Colorado $546M AUM 14.96% 1-Year Est. Return
DRS
Deane Retirement Strategies New Orleans, Louisiana $244M AUM 18.26% 1-Year Est. Return
SCP
Silverleafe Capital Partners Germantown, Tennessee $351M AUM 24.63% 1-Year Est. Return
TCM
Towneley Capital Management Laguna Hills, California $505M AUM 9.93% 1-Year Est. Return

Acropolis Investment Management's IAU Position: Q3 2026 in Review

Acropolis Investment Management increased its iShares Gold Trust (IAU) stake by 2.3% in Q3 2026, buying an estimated $5.13K and bringing the position to 2,870 shares worth $224K. The position accounts for 0.01% of the portfolio, ranked #274.

Acropolis Investment Management first reported a position in IAU in Q1 2023 and has held it in 13 quarters since. The position peaked at $247K in Q1 2026. 98 funds tracked by Wall St. Rank hold IAU as of Q3 2026.

  • Acropolis Investment Management held 2,870 shares of iShares Gold Trust worth $224K as of Q3 2026.
  • Acropolis Investment Management bought 64 iShares Gold Trust shares in Q3 2026, an estimated $5.13K.
  • iShares Gold Trust made up 0.01% of Acropolis Investment Management's portfolio in Q3 2026, its #274 holding.
  • Acropolis Investment Management first reported a position in iShares Gold Trust in Q1 2023 and has held it in 13 quarters since.
  • Acropolis Investment Management's iShares Gold Trust position peaked at $247K in Q1 2026.
  • 98 funds tracked by Wall St. Rank held iShares Gold Trust as of Q3 2026.

Based on Acropolis Investment Management's 13F filing for Q3 2026, filed 8 Oct 2026.