Anderson Hoagland & Co’s iShares Gold Trust IAU Stock Holding History

Anderson Hoagland & Co’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	$58.1M	Sell	769,660 -37,920	-5%	-$3.22M	4.56%	2
2026 Q1	$71.2M	Sell	807,580 -9,802	-1%	-$899K	6.12%	1
2025 Q4	$66.3M	Buy	817,382 +5,783	+0.7%	+$452K	5.71%	1
2025 Q3	$59.1M	Buy	811,599 +69,283	+9%	+$4.52M	5.3%	1
2025 Q2	$46.3M	Buy	742,316 +76,019	+11%	+$4.71M	4.42%	2
2025 Q1	$37.5M	Buy	666,297 +34,632	+5%	+$1.87M	4.45%	2
2024 Q4	$32.2M	Buy	631,665 +55,460	+10%	+$2.79M	3.31%	7
2024 Q3	$28.9M	Buy	576,205 +131,579	+30%	+$6.16M	2.94%	9
2024 Q2	$19.9M	Buy	+444,626	New	+$19.6M	2.08%	14

Other funds holding IAU

Beacon Investment Advisory Services Morristown, New Jersey $2.69B AUM 35.07% 1-Year Est. Return

GenWealth Group Maplewood, New Jersey $642M AUM 20.77% 1-Year Est. Return

Strategic Point Investment Advisors Providence, Rhode Island $767M AUM 17.58% 1-Year Est. Return

Chemistry Wealth Management New York $622M AUM 19.32% 1-Year Est. Return

Mader & Shannon Wealth Management Kansas City, Missouri $214M AUM 23.75% 1-Year Est. Return

Chatham Capital Group Savannah, Georgia $783M AUM 31.99% 1-Year Est. Return

Baldwin Wealth Partners Marion, Massachusetts $1.53B AUM 28.5% 1-Year Est. Return

LVM Capital Management Portage, Michigan $1.19B AUM 41.5% 1-Year Est. Return

Cardinal Point Capital Management Toronto, Ontario, Canada $1.77B AUM 26.72% 1-Year Est. Return

CPA Asset Management West Palm Beach, Florida $347M AUM 19.81% 1-Year Est. Return