Archford Capital Strategies’s iShares Gold Trust IAU Stock Holding History

Archford Capital Strategies’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	$683K	Buy	9,049 +5,819	+180%	+$494K	0.07%	206
2026 Q1	$285K	Sell	3,230 -22,376	-87%	-$2.05M	0.03%	292
2025 Q4	$2.08M	Buy	25,606 +440	+2%	+$34.4K	0.24%	94
2025 Q3	$1.83M	Buy	+25,166	New	+$1.64M	0.22%	102
2019 Q3	–	Sell	-425	Closed	-$11K	–	355
2019 Q2	$11K	Buy	+425	New	+$10.7K	﹤0.01%	396
2018 Q4	–	Sell	-1,175	Closed	-$27K	–	516
2018 Q3	$27K	Hold	1,175	–	–	0.01%	323
2018 Q2	$28K	Buy	+1,175	New	+$29.5K	0.01%	335

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

Archford Capital Strategies's IAU Position: Q2 2026 in Review

Archford Capital Strategies increased its iShares Gold Trust (IAU) stake by 180% in Q2 2026, buying an estimated $494K and bringing the position to 9,049 shares worth $683K. The position accounts for 0.07% of the portfolio, ranked #206.

Archford Capital Strategies first reported a position in IAU in Q2 2018 and has held it in 7 quarters since. The position peaked at $2.08M in Q4 2025. 668 funds tracked by Wall St. Rank hold IAU as of Q2 2026.

Archford Capital Strategies held 9,049 shares of iShares Gold Trust worth $683K as of Q2 2026.
Archford Capital Strategies bought 5,819 iShares Gold Trust shares in Q2 2026, an estimated $494K.
iShares Gold Trust made up 0.07% of Archford Capital Strategies's portfolio in Q2 2026, its #206 holding.
Archford Capital Strategies first reported a position in iShares Gold Trust in Q2 2018 and has held it in 7 quarters since.
Archford Capital Strategies's iShares Gold Trust position peaked at $2.08M in Q4 2025.
668 funds tracked by Wall St. Rank held iShares Gold Trust as of Q2 2026.

Based on Archford Capital Strategies's 13F filing for Q2 2026, filed 17 Jul 2026.