Arrowroot Family Office’s iShares Gold Trust IAU Stock Holding History

Arrowroot Family Office’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	$805K	Sell	10,660 -82	-0.8%	-$6.96K	0.23%	85
2026 Q1	$947K	Sell	10,742 -212	-2%	-$19.4K	0.31%	71
2025 Q4	$889K	Buy	10,954 +439	+4%	+$34.3K	0.32%	63
2025 Q3	$765K	Buy	10,515 +22	+0.2%	+$1.44K	0.31%	71
2025 Q2	$654K	Buy	+10,493	New	+$650K	0.29%	73
2024 Q4	$575K	Sell	11,606 -387	-3%	-$19.4K	0.3%	71
2024 Q3	$596K	Sell	11,993 -54	-0.4%	-$2.53K	0.35%	64
2024 Q2	$529K	Sell	12,047 -62	-0.5%	-$2.74K	0.34%	69
2024 Q1	$509K	Buy	12,109 +297	+3%	+$11.6K	0.33%	73
2023 Q4	$461K	Sell	11,812 -119	-1%	-$4.45K	0.33%	74
2023 Q3	$417K	Buy	11,931 +220	+2%	+$8.03K	0.33%	74
2023 Q2	$426K	Sell	11,711 -1,893	-14%	-$71K	0.32%	79
2023 Q1	$508K	Buy	+13,604	New	+$488K	0.43%	59

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

Arrowroot Family Office's IAU Position: Q2 2026 in Review

Arrowroot Family Office reduced its iShares Gold Trust (IAU) stake by 0.76% in Q2 2026, selling an estimated $6.96K and leaving 10,660 shares worth $805K. The position accounts for 0.23% of the portfolio, ranked #85.

Arrowroot Family Office first reported a position in IAU in Q1 2023 and has held it in 13 quarters since. The position peaked at $947K in Q1 2026. 1,912 funds tracked by Wall St. Rank hold IAU as of Q2 2026.

Arrowroot Family Office held 10,660 shares of iShares Gold Trust worth $805K as of Q2 2026.
Arrowroot Family Office sold 82 iShares Gold Trust shares in Q2 2026, an estimated $6.96K.
iShares Gold Trust made up 0.23% of Arrowroot Family Office's portfolio in Q2 2026, its #85 holding.
Arrowroot Family Office first reported a position in iShares Gold Trust in Q1 2023 and has held it in 13 quarters since.
Arrowroot Family Office's iShares Gold Trust position peaked at $947K in Q1 2026.
1,912 funds tracked by Wall St. Rank held iShares Gold Trust as of Q2 2026.

Based on Arrowroot Family Office's 13F filing for Q2 2026, filed 6 Aug 2026.