Advisor Resource Council’s iShares Gold Trust IAU Stock Holding History

Advisor Resource Council’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	–	Sell	-10,977	Closed	-$968K	–	283
2026 Q1	$968K	Buy	10,977 +1	+0%	+$92	0.31%	59
2025 Q4	$961K	Buy	+10,976	New	+$858K	0.34%	62
2025 Q2	–	Sell	-47,662	Closed	-$2.81M	–	359
2025 Q1	$2.81M	Buy	47,662 +42,058	+750%	+$2.28M	0.23%	113
2024 Q4	$277K	Buy	+5,604	New	+$282K	0.2%	56
2024 Q1	–	Sell	-45,934	Closed	-$1.79M	–	355
2023 Q4	$1.79M	Buy	+45,934	New	+$1.72M	0.21%	118
2022 Q3	–	Sell	-40,062	Closed	-$1.38M	–	297
2022 Q2	$1.38M	Buy	+40,062	New	+$1.43M	0.13%	163
2022 Q1	–	Sell	-35,399	Closed	-$1.23M	–	346
2021 Q4	$1.23M	Buy	+35,399	New	+$1.21M	0.1%	205
2021 Q3	–	Sell	-30,057	Closed	-$1.01M	–	325
2021 Q2	$1.01M	Buy	+30,057	New	+$1.04M	0.11%	205

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

Advisor Resource Council's IAU Position: Q2 2026 in Review

Advisor Resource Council sold out of iShares Gold Trust (IAU) in Q2 2026, closing a stake of 10,977 shares — an estimated $968K sold.

Advisor Resource Council first reported a position in IAU in Q2 2021 and held it in 8 quarters. The position peaked at $2.81M in Q1 2025. 1,901 funds tracked by Wall St. Rank hold IAU as of Q2 2026.

Advisor Resource Council reported no remaining iShares Gold Trust position as of Q2 2026 after selling out during the quarter.
Advisor Resource Council sold 10,977 iShares Gold Trust shares in Q2 2026, an estimated $968K.
Advisor Resource Council first reported a position in iShares Gold Trust in Q2 2021 and held it in 8 quarters.
Advisor Resource Council's iShares Gold Trust position peaked at $2.81M in Q1 2025.
1,901 funds tracked by Wall St. Rank held iShares Gold Trust as of Q2 2026.

Based on Advisor Resource Council's 13F filing for Q2 2026, filed 28 Jul 2026.