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

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 22.9% 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

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. 1,914 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.
1,914 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.