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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 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. 1,909 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.
1,909 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.