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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
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

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
BTI
Blue Trust Inc Alpharetta, Georgia $9.54B AUM 19.86% 1-Year Est. Return

Armstrong Advisory Group's IAU Position: Q2 2026 in Review

Armstrong Advisory Group held its iShares Gold Trust (IAU) position steady in Q2 2026 at 1,105 shares worth $83.4K. The position accounts for 0.01% of the portfolio, ranked #367.

Armstrong Advisory Group first reported a position in IAU in Q4 2022 and has held it in 15 quarters since. The position peaked at $182K in Q4 2022. 470 funds tracked by Wall St. Rank hold IAU as of Q2 2026.

  • Armstrong Advisory Group held 1,105 shares of iShares Gold Trust worth $83.4K as of Q2 2026.
  • Armstrong Advisory Group left its iShares Gold Trust share count unchanged in Q2 2026.
  • iShares Gold Trust made up 0.01% of Armstrong Advisory Group's portfolio in Q2 2026, its #367 holding.
  • Armstrong Advisory Group first reported a position in iShares Gold Trust in Q4 2022 and has held it in 15 quarters since.
  • Armstrong Advisory Group's iShares Gold Trust position peaked at $182K in Q4 2022.
  • 470 funds tracked by Wall St. Rank held iShares Gold Trust as of Q2 2026.

Based on Armstrong Advisory Group's 13F filing for Q2 2026, filed 13 Jul 2026.