Arbor Investment Advisors’s iShares Gold Trust IAU Stock Holding History

Arbor Investment Advisors’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	$417K	Sell	5,521 -579	-9%	-$49.1K	0.05%	94
2026 Q1	$538K	Buy	6,100 +2,948	+94%	+$270K	0.07%	62
2025 Q4	$256K	Sell	3,152 -359	-10%	-$28.1K	0.03%	98
2025 Q3	$255K	Sell	3,511 -2,948	-46%	-$192K	0.03%	110
2025 Q2	$403K	Sell	6,459 -409	-6%	-$25.3K	0.05%	67
2025 Q1	$405K	Sell	6,868 -239	-3%	-$12.9K	0.06%	63
2024 Q4	$352K	Sell	7,107 -361	-5%	-$18.1K	0.05%	70
2024 Q3	$371K	Sell	7,468 -216	-3%	-$10.1K	0.05%	77
2024 Q2	$338K	Hold	7,684	–	–	0.05%	67
2024 Q1	$323K	Sell	7,684 -867	-10%	-$34K	0.05%	78
2023 Q4	$334K	Hold	8,551	–	–	0.05%	70
2023 Q3	$299K	Sell	8,551 -174	-2%	-$6.35K	0.05%	72
2023 Q2	$318K	Sell	8,725 -163	-2%	-$6.11K	0.06%	74
2023 Q1	$332K	Buy	8,888 +1,716	+24%	+$61.6K	0.06%	73
2022 Q4	$248K	Sell	7,172 -344	-5%	-$11.3K	0.05%	88
2022 Q3	$237K	Buy	7,516 +289	+4%	+$9.47K	0.06%	68
2022 Q2	$248K	Hold	7,227	–	–	0.05%	88
2022 Q1	$266K	Sell	7,227 -620	-8%	-$22.1K	0.05%	98
2021 Q4	$273K	Hold	7,847	–	–	0.05%	94
2021 Q3	$262K	Buy	7,847 +371	+5%	+$12.6K	0.05%	86
2021 Q2	$252K	Buy	7,476 +449	+6%	+$15.5K	0.05%	90
2021 Q1	$229K	Hold	7,027	–	–	0.05%	91
2020 Q4	$255K	Sell	7,027 -842	-11%	-$30.1K	0.06%	78
2020 Q3	$283K	Hold	7,869	–	–	0.07%	68
2020 Q2	$267K	Hold	7,869	–	–	0.07%	71
2020 Q1	$237K	Hold	7,869	–	–	0.08%	69
2019 Q4	$228K	Hold	7,869	–	–	0.06%	82
2019 Q3	$222K	Hold	7,869	–	–	0.07%	76
2019 Q2	$212K	Hold	7,869	–	–	0.07%	73
2019 Q1	$195K	Sell	7,869 -359	-4%	-$8.97K	0.06%	71
2018 Q4	$202K	Hold	8,228	–	–	0.07%	54
2018 Q3	$188K	Hold	8,228	–	–	0.07%	57
2018 Q2	$198K	Hold	8,228	–	–	0.08%	49
2018 Q1	$209K	Buy	8,228 +1,359	+20%	+$34.7K	0.09%	42
2017 Q4	$172K	Hold	6,869	–	–	0.08%	45
2017 Q3	$169K	Sell	6,869 -1,062	-13%	-$26.1K	0.08%	40
2017 Q2	$189K	Buy	7,931 +429	+6%	+$10.4K	0.09%	39
2017 Q1	$180K	Hold	7,502	–	–	0.09%	38
2016 Q4	$166K	Hold	7,502	–	–	0.09%	40
2016 Q3	$190K	Hold	7,502	–	–	0.1%	40
2016 Q2	$191K	Hold	7,502	–	–	0.11%	44
2016 Q1	$178K	Buy	7,502 +578	+8%	+$13.2K	0.11%	37
2015 Q4	$142K	Sell	6,924 -583	-8%	-$12.4K	0.08%	40
2015 Q3	$162K	Hold	7,507	–	–	0.1%	36
2015 Q2	$170K	Hold	7,507	–	–	0.1%	42
2015 Q1	$172K	Sell	7,507 -4,759	-39%	-$112K	0.1%	43
2014 Q4	$281K	Hold	12,266	–	–	0.16%	36
2014 Q3	$287K	Hold	12,266	–	–	0.16%	36
2014 Q2	$316K	Sell	12,266 -908	-7%	-$22.7K	0.17%	38
2014 Q1	$328K	Hold	13,174	–	–	0.19%	37
2013 Q4	$308K	Hold	13,174	–	–	0.19%	35
2013 Q3	$340K	Buy	13,174 +908	+7%	+$23.4K	0.22%	33
2013 Q2	$294K	Buy	+12,266	New	+$338K	0.21%	34

Other funds holding IAU

WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $12.8B AUM 19.73% 1-Year Est. Return

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

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

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

Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return

Arbor Investment Advisors's IAU Position: Q2 2026 in Review

Arbor Investment Advisors reduced its iShares Gold Trust (IAU) stake by 9.5% in Q2 2026, selling an estimated $49.1K and leaving 5,521 shares worth $417K. The position accounts for 0.05% of the portfolio, ranked #94.

Arbor Investment Advisors first reported a position in IAU in Q2 2013 and has held it in 53 quarters since. The position peaked at $538K in Q1 2026. 668 funds tracked by Wall St. Rank hold IAU as of Q2 2026.

Arbor Investment Advisors held 5,521 shares of iShares Gold Trust worth $417K as of Q2 2026.
Arbor Investment Advisors sold 579 iShares Gold Trust shares in Q2 2026, an estimated $49.1K.
iShares Gold Trust made up 0.05% of Arbor Investment Advisors's portfolio in Q2 2026, its #94 holding.
Arbor Investment Advisors first reported a position in iShares Gold Trust in Q2 2013 and has held it in 53 quarters since.
Arbor Investment Advisors's iShares Gold Trust position peaked at $538K in Q1 2026.
668 funds tracked by Wall St. Rank held iShares Gold Trust as of Q2 2026.

Based on Arbor Investment Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.