AA
IAU icon

Armis Advisers’s iShares Gold Trust IAU Stock Holding History

Armis Advisers’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 		$2.13M Buy
27,188
+5,211
+24% +$442K 0.2% 84
2026
Q1 		$1.94M Buy
21,977
+2,063
+10% +$189K 0.19% 94
2025
Q4 		$1.69M Buy
19,914
+4,121
+26% +$322K 0.19% 92
2025
Q3 		$1.19M Sell
15,793
-5,983
-27% -$390K 0.11% 117
2025
Q2 		$1.37M Buy
21,776
+4,417
+25% +$274K 0.11% 150
2025
Q1 		$1.08M Buy
+17,359
New +$939K 0.1% 158

Other funds holding IAU

BIAS
Beacon Investment Advisory Services Morristown, New Jersey $2.69B AUM 35.07% 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
SPIA
Strategic Point Investment Advisors Providence, Rhode Island $767M AUM 17.58% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
CWM
Chemistry Wealth Management New York $625M AUM 19.32% 1-Year Est. Return
MSWM
Mader & Shannon Wealth Management Kansas City, Missouri $214M AUM 23.75% 1-Year Est. Return
CCG
Chatham Capital Group Savannah, Georgia $783M AUM 31.99% 1-Year Est. Return
BWP
Baldwin Wealth Partners Marion, Massachusetts $1.53B AUM 28.5% 1-Year Est. Return

Armis Advisers's IAU Position: Q2 2026 in Review

Armis Advisers increased its iShares Gold Trust (IAU) stake by 24% in Q2 2026, buying an estimated $442K and bringing the position to 27,188 shares worth $2.13M. The position accounts for 0.2% of the portfolio, ranked #84.

Armis Advisers first reported a position in IAU in Q1 2025 and has held it in 6 quarters since. 348 funds tracked by Wall St. Rank hold IAU as of Q2 2026.

  • Armis Advisers held 27,188 shares of iShares Gold Trust worth $2.13M as of Q2 2026.
  • Armis Advisers bought 5,211 iShares Gold Trust shares in Q2 2026, an estimated $442K.
  • iShares Gold Trust made up 0.2% of Armis Advisers's portfolio in Q2 2026, its #84 holding.
  • Armis Advisers first reported a position in iShares Gold Trust in Q1 2025 and has held it in 6 quarters since.
  • 348 funds tracked by Wall St. Rank held iShares Gold Trust as of Q2 2026.

Based on Armis Advisers's 13F filing for Q2 2026, filed 7 Jul 2026.