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

Anchor 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 Q2	$10.2K	Buy	135 +125	+1,250%	+$10.6K	﹤0.01%	873
2026 Q1	$882	Hold	10	–	–	﹤0.01%	1027
2025 Q4	$812	Hold	10	–	–	﹤0.01%	1013
2025 Q3	$728	Buy	+10	New	+$652	﹤0.01%	1026
2021 Q3	–	Sell	-969	Closed	-$32.7K	–	954
2021 Q2	$32.7K	Sell	969 -1	-0.1%	-$35	﹤0.01%	587
2021 Q1	$31.5K	Hold	970	–	–	﹤0.01%	568
2020 Q4	$35.2K	Hold	970	–	–	0.01%	521
2020 Q3	$34.9K	Buy	+970	New	+$35.4K	0.01%	491
2018 Q3	–	Sell	-250	Closed	-$6.01K	–	828
2018 Q2	$6.01K	Hold	250	–	–	﹤0.01%	718
2018 Q1	$6.37K	Hold	250	–	–	﹤0.01%	693
2017 Q4	$6.25K	Hold	250	–	–	﹤0.01%	690
2017 Q3	$6.16K	Hold	250	–	–	﹤0.01%	674
2017 Q2	$5.97K	Hold	250	–	–	﹤0.01%	613
2017 Q1	$6K	Hold	250	–	–	﹤0.01%	611
2016 Q4	$5.54K	Buy	+250	New	+$5.86K	﹤0.01%	594

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

Anchor Investment Management's IAU Position: Q2 2026 in Review

Anchor Investment Management increased its iShares Gold Trust (IAU) stake by 1,250% in Q2 2026, buying an estimated $10.6K and bringing the position to 135 shares worth $10.2K. The position accounts for ﹤0.01% of the portfolio, ranked #873.

Anchor Investment Management first reported a position in IAU in Q4 2016 and has held it in 15 quarters since. The position peaked at $35.2K in Q4 2020. 1,913 funds tracked by Wall St. Rank hold IAU as of Q2 2026.

Anchor Investment Management held 135 shares of iShares Gold Trust worth $10.2K as of Q2 2026.
Anchor Investment Management bought 125 iShares Gold Trust shares in Q2 2026, an estimated $10.6K.
iShares Gold Trust made up ﹤0.01% of Anchor Investment Management's portfolio in Q2 2026, its #873 holding.
Anchor Investment Management first reported a position in iShares Gold Trust in Q4 2016 and has held it in 15 quarters since.
Anchor Investment Management's iShares Gold Trust position peaked at $35.2K in Q4 2020.
1,913 funds tracked by Wall St. Rank held iShares Gold Trust as of Q2 2026.

Based on Anchor Investment Management's 13F filing for Q2 2026, filed 15 Sep 2026.