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Arkansas Financial Group’s iShares Gold Trust IAU Stock Holding History

Arkansas Financial Group’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 		$3.87M Buy
51,203
+7,437
+17% +$631K 0.5% 37
2026
Q1 		$3.9M Buy
43,766
+2,938
+7% +$270K 0.54% 36
2025
Q4 		$3.31M Buy
40,828
+7,669
+23% +$600K 0.48% 37
2025
Q3 		$2.41M Buy
33,159
+10,456
+46% +$682K 0.36% 39
2025
Q2 		$1.42M Buy
22,703
+4,814
+27% +$298K 0.22% 49
2025
Q1 		$1.07M Buy
17,889
+7,239
+68% +$392K 0.19% 50
2024
Q4 		$527K Buy
10,650
+2,959
+38% +$149K 0.09% 59
2024
Q3 		$382K Sell
7,691
-339
-4% -$15.9K 0.06% 63
2024
Q2 		$353K Hold
8,030
– – 0.06% 60
2024
Q1 		$337K Sell
8,030
-27
-0.3% -$1.06K 0.06% 59
2023
Q4 		$314K Buy
8,057
+9
+0.1% +$337 0.06% 58
2023
Q3 		$282K Buy
+8,048
New +$294K 0.06% 59
2023
Q2 		– Sell
-5,665
Closed -$212K – 65
2023
Q1 		$212K Buy
+5,665
New +$203K 0.04% 64
2022
Q2 		– Sell
-5,560
Closed -$205K – 51
2022
Q1 		$205K Sell
5,560
-319
-5% -$11.4K 0.04% 45
2021
Q4 		$205K Buy
+5,879
New +$201K 0.04% 46
2021
Q2 		– Sell
-5,343
Closed -$174K – 46
2021
Q1 		$174K Buy
5,343
+101
+2% +$3.45K 0.04% 44
2020
Q4 		$190K Hold
5,242
– – 0.05% 46
2020
Q3 		$189K Sell
5,242
-194
-4% -$7.08K 0.06% 40
2020
Q2 		$184K Hold
5,436
– – 0.06% 38
2020
Q1 		$163K Sell
5,436
-884
-14% -$26.7K 0.06% 37
2019
Q4 		$183K Hold
6,320
– – 0.06% 33
2019
Q3 		$178K Hold
6,320
– – 0.06% 31
2019
Q2 		$170K Buy
6,320
+1,250
+25% +$31.3K 0.06% 27
2019
Q1 		$125K Sell
5,070
-124
-2% -$3.1K 0.05% 26
2018
Q4 		$128K Sell
5,194
-65
-1% -$1.53K 0.05% 26
2018
Q3 		$120K Buy
+5,259
New +$122K 0.05% 25
2016
Q2 		– Sell
-5,327
Closed -$127K – 20
2016
Q1 		$127K Buy
5,327
+251
+5% +$5.74K 0.07% 21
2015
Q4 		$104K Sell
5,076
-1,105
-18% -$23.6K 0.06% 22
2015
Q3 		$133K Hold
6,181
– – 0.09% 20
2015
Q2 		$140K Sell
6,181
-7,825
-56% -$181K 0.09% 21
2015
Q1 		$321K Buy
14,006
+7,825
+127% +$184K 0.2% 18
2014
Q4 		$141K Sell
6,181
-6,863
-53% -$160K 0.09% 21
2014
Q3 		$305K Hold
13,044
– – 0.21% 17
2014
Q2 		$336K Buy
13,044
+197
+2% +$4.93K 0.23% 16
2014
Q1 		$320K Buy
12,847
+2,162
+20% +$54.2K 0.24% 16
2013
Q4 		$250K Buy
+10,685
New +$264K 0.19% 17

Other funds holding IAU

WI
WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $12.8B AUM 19.73% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
EAM
Erste Asset Management Vienna, Austria $12.9B AUM 52.69% 1-Year Est. Return
AL
Arnhold LLC New York $1.43B AUM 59.3% 1-Year Est. Return
ET
Equitable Trust Nashville, Tennessee $2.4B AUM 30.76% 1-Year Est. Return
TFCP
Twin Focus Capital Partners Boston, Massachusetts $983M AUM 37.07% 1-Year Est. Return
BIAS
Beacon Investment Advisory Services Morristown, New Jersey $2.69B AUM 35.07% 1-Year Est. Return

Arkansas Financial Group's IAU Position: Q2 2026 in Review

Arkansas Financial Group increased its iShares Gold Trust (IAU) stake by 17% in Q2 2026, buying an estimated $631K and bringing the position to 51,203 shares worth $3.87M. The position accounts for 0.5% of the portfolio, ranked #37.

Arkansas Financial Group first reported a position in IAU in Q4 2013 and has held it in 36 quarters since. The position peaked at $3.9M in Q1 2026. 964 funds tracked by Wall St. Rank hold IAU as of Q2 2026.

  • Arkansas Financial Group held 51,203 shares of iShares Gold Trust worth $3.87M as of Q2 2026.
  • Arkansas Financial Group bought 7,437 iShares Gold Trust shares in Q2 2026, an estimated $631K.
  • iShares Gold Trust made up 0.5% of Arkansas Financial Group's portfolio in Q2 2026, its #37 holding.
  • Arkansas Financial Group first reported a position in iShares Gold Trust in Q4 2013 and has held it in 36 quarters since.
  • Arkansas Financial Group's iShares Gold Trust position peaked at $3.9M in Q1 2026.
  • 964 funds tracked by Wall St. Rank held iShares Gold Trust as of Q2 2026.

Based on Arkansas Financial Group's 13F filing for Q2 2026, filed 20 Jul 2026.