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Advantage Trust Company’s iShares Gold Trust IAU Stock Holding History

Advantage Trust Company’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 		$268K Buy
3,552
+125
+4% +$10.6K 0.09% 52
2026
Q1 		$302K Hold
3,427
– – 0.14% 32
2025
Q4 		$278K Sell
3,427
-125
-4% -$9.78K 0.13% 33
2025
Q3 		$258K Hold
3,552
– – 0.12% 53
2025
Q2 		$222K Buy
3,552
+280
+9% +$17.4K 0.11% 58
2025
Q1 		$193K Hold
3,272
– – 0.12% 46
2024
Q4 		$162K Sell
3,272
-830
-20% -$41.7K 0.1% 49
2024
Q3 		$204K Hold
4,102
– – 0.14% 40
2024
Q2 		$180K Hold
4,102
– – 0.13% 46
2024
Q1 		$172K Hold
4,102
– – 0.13% 47
2023
Q4 		$160K Buy
+4,102
New +$153K 0.13% 49

Other funds holding IAU

WI
WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $12.8B AUM 19.73% 1-Year Est. Return
ET
Equitable Trust Nashville, Tennessee $2.4B AUM 30.76% 1-Year Est. Return
BIAS
Beacon Investment Advisory Services Morristown, New Jersey $2.69B AUM 35.07% 1-Year Est. Return
JMFC
J.M. Forbes & Co Boston, Massachusetts $1.27B AUM 26.46% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return
AHC
Anderson Hoagland & Co St Louis, Missouri $1.28B AUM 29.05% 1-Year Est. Return
NCM
Narwhal Capital Management Marietta, Georgia $1.45B AUM 28.39% 1-Year Est. Return
EWA
EverSource Wealth Advisors Birmingham, Alabama $2.97B AUM 28.74% 1-Year Est. Return
GG
GenWealth Group Maplewood, New Jersey $642M AUM 20.77% 1-Year Est. Return
PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return

Advantage Trust Company's IAU Position: Q2 2026 in Review

Advantage Trust Company increased its iShares Gold Trust (IAU) stake by 3.6% in Q2 2026, buying an estimated $10.6K and bringing the position to 3,552 shares worth $268K. The position accounts for 0.09% of the portfolio, ranked #52.

Advantage Trust Company first reported a position in IAU in Q4 2023 and has held it in 11 quarters since. The position peaked at $302K in Q1 2026. 686 funds tracked by Wall St. Rank hold IAU as of Q2 2026.

  • Advantage Trust Company held 3,552 shares of iShares Gold Trust worth $268K as of Q2 2026.
  • Advantage Trust Company bought 125 iShares Gold Trust shares in Q2 2026, an estimated $10.6K.
  • iShares Gold Trust made up 0.09% of Advantage Trust Company's portfolio in Q2 2026, its #52 holding.
  • Advantage Trust Company first reported a position in iShares Gold Trust in Q4 2023 and has held it in 11 quarters since.
  • Advantage Trust Company's iShares Gold Trust position peaked at $302K in Q1 2026.
  • 686 funds tracked by Wall St. Rank held iShares Gold Trust as of Q2 2026.

Based on Advantage Trust Company's 13F filing for Q2 2026, filed 17 Jul 2026.