Advisornet Financial’s iShares Gold Trust IAU Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $7.54M | Buy |
99,824
+140
| +0.1% | +$11.9K | 0.34% | 63 |
|
|
2026
Q1 | $8.79M | Sell |
99,684
-503
| -0.5% | -$46.1K | 0.45% | 49 |
|
|
2025
Q4 | $8.13M | Buy |
100,187
+642
| +0.6% | +$50.2K | 0.43% | 51 |
|
|
2025
Q3 | $7.24M | Buy |
99,545
+3,166
| +3% | +$207K | 0.41% | 53 |
|
|
2025
Q2 | $6.01M | Sell |
96,379
-1,100
| -1% | -$68.2K | 0.39% | 48 |
|
|
2025
Q1 | $5.75M | Buy |
97,479
+475
| +0.5% | +$25.7K | 0.43% | 48 |
|
|
2024
Q4 | $4.8M | Sell |
97,004
-9,051
| -9% | -$455K | 0.4% | 57 |
|
|
2024
Q3 | $5.27M | Sell |
106,055
-838
| -0.8% | -$39.2K | 0.39% | 57 |
|
|
2024
Q2 | $4.7M | Sell |
106,893
-2,668
| -2% | -$118K | 0.43% | 51 |
|
|
2024
Q1 | $4.6M | Buy |
109,561
+743
| +0.7% | +$29.1K | 0.44% | 46 |
|
|
2023
Q4 | $4.25M | Sell |
108,818
-1,599
| -1% | -$59.8K | 0.39% | 57 |
|
|
2023
Q3 | $3.86M | Sell |
110,417
-579
| -0.5% | -$21.1K | 0.35% | 70 |
|
|
2023
Q2 | $4.04M | Sell |
110,996
-1,657
| -1% | -$62.1K | 0.35% | 77 |
|
|
2023
Q1 | $4.21M | Sell |
112,653
-968
| -0.9% | -$34.7K | 0.39% | 64 |
|
|
2022
Q4 | $3.93M | Sell |
113,621
-19,241
| -14% | -$632K | 0.39% | 65 |
|
|
2022
Q3 | $4.19M | Buy |
132,862
+20,257
| +18% | +$664K | 0.42% | 54 |
|
|
2022
Q2 | $3.86M | Buy |
112,605
+4,295
| +4% | +$153K | 0.38% | 65 |
|
|
2022
Q1 | $3.99M | Sell |
108,310
-793
| -0.7% | -$28.3K | 0.25% | 96 |
|
|
2021
Q4 | $3.8M | Buy |
109,103
+3,388
| +3% | +$116K | 0.23% | 102 |
|
|
2021
Q3 | $3.53M | Sell |
105,715
-4,194
| -4% | -$143K | 0.25% | 90 |
|
|
2021
Q2 | $3.71M | Sell |
109,909
-1,276
| -1% | -$44.1K | 0.25% | 96 |
|
|
2021
Q1 | $3.62M | Buy |
111,185
+2,894
| +3% | +$98.9K | 0.26% | 89 |
|
|
2020
Q4 | $3.93M | Buy |
108,291
+1,385
| +1% | +$49.6K | 0.32% | 67 |
|
|
2020
Q3 | $3.85M | Buy |
106,906
+5,481
| +5% | +$200K | 0.33% | 63 |
|
|
2020
Q2 | $3.45M | Buy |
101,425
+5,646
| +6% | +$185K | 0.28% | 80 |
|
|
2020
Q1 | $2.89M | Sell |
95,779
-1,533
| -2% | -$46.3K | 0.27% | 84 |
|
|
2019
Q4 | $2.82M | Buy |
97,312
+8,553
| +10% | +$243K | 0.24% | 95 |
|
|
2019
Q3 | $2.5M | Sell |
88,759
-1,285
| -1% | -$36.2K | 0.23% | 102 |
|
|
2019
Q2 | $2.43M | Buy |
90,044
+2,793
| +3% | +$70K | 0.27% | 85 |
|
|
2019
Q1 | $2.16M | Buy |
87,251
+540
| +0.6% | +$13.5K | 0.26% | 88 |
|
|
2018
Q4 | $2.13M | Buy |
86,711
+502
| +0.6% | +$11.8K | 0.29% | 77 |
|
|
2018
Q3 | $1.97M | Buy |
86,209
+22,949
| +36% | +$533K | 0.25% | 90 |
|
|
2018
Q2 | $1.52M | Buy |
63,260
+500
| +0.8% | +$12.5K | 0.21% | 102 |
|
|
2018
Q1 | $1.6M | Sell |
62,760
-1,768
| -3% | -$45.1K | 0.22% | 93 |
|
|
2017
Q4 | $1.61M | Buy |
+64,528
| New | +$1.58M | 0.25% | 85 |
|
Other funds holding IAU
Advisornet Financial's IAU Position: Q2 2026 in Review
Advisornet Financial increased its iShares Gold Trust (IAU) stake by 0.14% in Q2 2026, buying an estimated $11.9K and bringing the position to 99,824 shares worth $7.54M. The position accounts for 0.34% of the portfolio, ranked #63.
Advisornet Financial first reported a position in IAU in Q4 2017 and has held it in 35 quarters since. The position peaked at $8.79M in Q1 2026. 1,901 funds tracked by Wall St. Rank hold IAU as of Q2 2026.
- Advisornet Financial held 99,824 shares of iShares Gold Trust worth $7.54M as of Q2 2026.
- Advisornet Financial bought 140 iShares Gold Trust shares in Q2 2026, an estimated $11.9K.
- iShares Gold Trust made up 0.34% of Advisornet Financial's portfolio in Q2 2026, its #63 holding.
- Advisornet Financial first reported a position in iShares Gold Trust in Q4 2017 and has held it in 35 quarters since.
- Advisornet Financial's iShares Gold Trust position peaked at $8.79M in Q1 2026.
- 1,901 funds tracked by Wall St. Rank held iShares Gold Trust as of Q2 2026.
Based on Advisornet Financial's 13F filing for Q2 2026, filed 23 Jul 2026.