AFO
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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
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
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return

Arrowroot Family Office's IAU Position: Q1 2026 in Review

Arrowroot Family Office reduced its iShares Gold Trust (IAU) stake by 1.9% in Q1 2026, selling an estimated $19.4K and leaving 10,742 shares worth $947K. The position accounts for 0.31% of the portfolio, ranked #71.

Arrowroot Family Office first reported a position in IAU in Q1 2023 and has held it in 12 quarters since. 1,962 funds tracked by Wall St. Rank hold IAU as of Q1 2026.

  • Arrowroot Family Office held 10,742 shares of iShares Gold Trust worth $947K as of Q1 2026.
  • Arrowroot Family Office sold 212 iShares Gold Trust shares in Q1 2026, an estimated $19.4K.
  • iShares Gold Trust made up 0.31% of Arrowroot Family Office's portfolio in Q1 2026, its #71 holding.
  • Arrowroot Family Office first reported a position in iShares Gold Trust in Q1 2023 and has held it in 12 quarters since.
  • 1,962 funds tracked by Wall St. Rank held iShares Gold Trust as of Q1 2026.

Based on Arrowroot Family Office's 13F filing for Q1 2026, filed 14 May 2026.