Armstrong Advisory Group’s iShares Gold Trust IAU Stock Holding History

Armstrong Advisory 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 Q3	$86.3K	Hold	1,105	–	–	0.01%	361
2026 Q2	$83.4K	Hold	1,105	–	–	0.01%	367
2026 Q1	$97.4K	Hold	1,105	–	–	0.01%	323
2025 Q4	$89.7K	Hold	1,105	–	–	0.01%	318
2025 Q3	$80.4K	Hold	1,105	–	–	0.01%	335
2025 Q2	$68.9K	Hold	1,105	–	–	0.01%	346
2025 Q1	$54.7K	Hold	1,105	–	–	﹤0.01%	363
2024 Q4	$54.7K	Hold	1,105	–	–	﹤0.01%	363
2024 Q3	$54.9K	Hold	1,105	–	–	﹤0.01%	359
2024 Q2	$48.5K	Sell	1,105 -1,888	-63%	-$83.4K	﹤0.01%	361
2024 Q1	$117K	Hold	2,993	–	–	0.01%	233
2023 Q4	$117K	Hold	2,993	–	–	0.01%	233
2023 Q3	$105K	Sell	2,993 -556	-16%	-$20.3K	0.01%	230
2023 Q2	$129K	Hold	3,549	–	–	0.01%	213
2023 Q1	$133K	Sell	3,549 -1,708	-32%	-$61.3K	0.02%	204
2022 Q4	$182K	Buy	+5,257	New	+$173K	0.02%	177

Other funds holding IAU

Equitable Trust Nashville, Tennessee $2.38B AUM 22.38% 1-Year Est. Return

Pennsylvania State University University Park, Pennsylvania $252M AUM 13.5% 1-Year Est. Return

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

Beacon Investment Advisory Services Morristown, New Jersey $2.66B AUM 29.77% 1-Year Est. Return

J.M. Forbes & Co Boston, Massachusetts $1.33B AUM 21.14% 1-Year Est. Return

Tanglewood Wealth Management Houston, Texas $1.2B AUM 13.27% 1-Year Est. Return

Anderson Hoagland & Co St Louis, Missouri $1.31B AUM 21.27% 1-Year Est. Return

GenWealth Group Maplewood, New Jersey $641M AUM 11.61% 1-Year Est. Return

TD Waterhouse Canada Toronto, Ontario, Canada $38.4B AUM 30.28% 1-Year Est. Return

Cadinha & Co Honolulu, Hawaii $616M AUM 24.55% 1-Year Est. Return

Armstrong Advisory Group's IAU Position: Q3 2026 in Review

Armstrong Advisory Group held its iShares Gold Trust (IAU) position steady in Q3 2026 at 1,105 shares worth $86.3K. The position accounts for 0.01% of the portfolio, ranked #361.

Armstrong Advisory Group first reported a position in IAU in Q4 2022 and has held it in 16 quarters since. The position peaked at $182K in Q4 2022. 641 funds tracked by Wall St. Rank hold IAU as of Q3 2026.

Armstrong Advisory Group held 1,105 shares of iShares Gold Trust worth $86.3K as of Q3 2026.
Armstrong Advisory Group left its iShares Gold Trust share count unchanged in Q3 2026.
iShares Gold Trust made up 0.01% of Armstrong Advisory Group's portfolio in Q3 2026, its #361 holding.
Armstrong Advisory Group first reported a position in iShares Gold Trust in Q4 2022 and has held it in 16 quarters since.
Armstrong Advisory Group's iShares Gold Trust position peaked at $182K in Q4 2022.
641 funds tracked by Wall St. Rank held iShares Gold Trust as of Q3 2026.

Based on Armstrong Advisory Group's 13F filing for Q3 2026, filed 9 Oct 2026.