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Armbruster Capital Management’s iShares Gold Trust IAU Stock Holding History

Armbruster Capital Management’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 		$219K Sell
2,900
-4,625
-61% -$393K 0.03% 122
2026
Q1 		$663K Sell
7,525
-1,725
-19% -$158K 0.11% 76
2025
Q4 		$751K Sell
9,250
-2,750
-23% -$215K 0.13% 71
2025
Q3 		$873K Hold
12,000
– – 0.15% 68
2025
Q2 		$748K Hold
12,000
– – 0.14% 69
2025
Q1 		$708K Hold
12,000
– – 0.14% 68
2024
Q4 		$594K Buy
+12,000
New +$603K 0.12% 75

Other funds holding IAU

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
GG
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
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return
SPIA
Strategic Point Investment Advisors Providence, Rhode Island $767M AUM 17.58% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
AFAS
Acorn Financial Advisory Services Reston, Virginia $753M AUM 36.94% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return

Armbruster Capital Management's IAU Position: Q2 2026 in Review

Armbruster Capital Management reduced its iShares Gold Trust (IAU) stake by 61% in Q2 2026, selling an estimated $393K and leaving 2,900 shares worth $219K. The position accounts for 0.03% of the portfolio, ranked #122.

Armbruster Capital Management first reported a position in IAU in Q4 2024 and has held it in 7 quarters since. The position peaked at $873K in Q3 2025. 399 funds tracked by Wall St. Rank hold IAU as of Q2 2026.

  • Armbruster Capital Management held 2,900 shares of iShares Gold Trust worth $219K as of Q2 2026.
  • Armbruster Capital Management sold 4,625 iShares Gold Trust shares in Q2 2026, an estimated $393K.
  • iShares Gold Trust made up 0.03% of Armbruster Capital Management's portfolio in Q2 2026, its #122 holding.
  • Armbruster Capital Management first reported a position in iShares Gold Trust in Q4 2024 and has held it in 7 quarters since.
  • Armbruster Capital Management's iShares Gold Trust position peaked at $873K in Q3 2025.
  • 399 funds tracked by Wall St. Rank held iShares Gold Trust as of Q2 2026.

Based on Armbruster Capital Management's 13F filing for Q2 2026, filed 16 Jul 2026.