Arlington Trust’s iShares Gold Trust IAU Stock Holding History

Arlington Trust’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	$2.54M	Sell	33,600 -3,156	-9%	-$268K	0.21%	19
2026 Q1	$3.24M	Hold	36,756	–	–	0.29%	18
2025 Q4	$2.98M	Buy	36,756 +229	+0.6%	+$17.9K	0.3%	17
2025 Q3	$2.66M	Hold	36,527	–	–	0.48%	29
2025 Q2	$2.28M	Hold	36,527	–	–	0.44%	31
2025 Q1	$2.15M	Hold	36,527	–	–	0.46%	28
2024 Q4	$1.81M	Hold	36,527	–	–	0.38%	31
2024 Q3	$1.82M	Sell	36,527 -496	-1%	-$23.2K	0.4%	29
2024 Q2	$1.63M	Hold	37,023	–	–	0.38%	32
2024 Q1	$1.56M	Hold	37,023	–	–	0.4%	35
2023 Q4	$1.45M	Buy	+37,023	New	+$1.39M	0.41%	36

Other funds holding IAU

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

Anderson Hoagland & Co St Louis, Missouri $1.28B AUM 29.05% 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

Wealth Enhancement Advisory Services

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.6B AUM 29.42% 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