Arrien Investments’s iShares Gold Trust IAU Stock Holding History

Arrien Investments’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	$566K	Hold	7,500	–	–	0.29%	28
2026 Q1	$661K	Hold	7,500	–	–	0.36%	26
2025 Q4	$609K	Hold	7,500	–	–	0.34%	25
2025 Q3	$546K	Hold	7,500	–	–	0.32%	25
2025 Q2	$468K	Hold	7,500	–	–	0.3%	27
2025 Q1	$442K	Hold	7,500	–	–	0.32%	25
2024 Q4	$396K	Hold	7,500	–	–	0.28%	28
2024 Q3	$373K	Hold	7,500	–	–	0.27%	27
2024 Q2	$329K	Hold	7,500	–	–	0.26%	28
2024 Q1	$315K	Hold	7,500	–	–	0.25%	30
2023 Q4	$293K	Hold	7,500	–	–	0.26%	29
2023 Q3	$262K	Hold	7,500	–	–	0.25%	30
2023 Q2	$273K	Hold	7,500	–	–	0.23%	32
2023 Q1	$280K	Buy	+7,500	New	+$269K	0.27%	27

Other funds holding IAU

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

WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $12.8B AUM 19.73% 1-Year Est. Return

KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Arrien Investments's IAU Position: Q2 2026 in Review

Arrien Investments held its iShares Gold Trust (IAU) position steady in Q2 2026 at 7,500 shares worth $566K. The position accounts for 0.29% of the portfolio, ranked #28.

Arrien Investments first reported a position in IAU in Q1 2023 and has held it in 14 quarters since. The position peaked at $661K in Q1 2026. 1,443 funds tracked by Wall St. Rank hold IAU as of Q2 2026.

Arrien Investments held 7,500 shares of iShares Gold Trust worth $566K as of Q2 2026.
Arrien Investments left its iShares Gold Trust share count unchanged in Q2 2026.
iShares Gold Trust made up 0.29% of Arrien Investments's portfolio in Q2 2026, its #28 holding.
Arrien Investments first reported a position in iShares Gold Trust in Q1 2023 and has held it in 14 quarters since.
Arrien Investments's iShares Gold Trust position peaked at $661K in Q1 2026.
1,443 funds tracked by Wall St. Rank held iShares Gold Trust as of Q2 2026.

Based on Arrien Investments's 13F filing for Q2 2026, filed 30 Jul 2026.