Atwood & Palmer’s iShares Gold Trust IAU Stock Holding History

Atwood & Palmer’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	$16.1K	Buy	213 +13	+7%	+$1.1K	﹤0.01%	343
2026 Q1	$17.6K	Hold	200	–	–	﹤0.01%	337
2025 Q4	$16.2K	Hold	200	–	–	﹤0.01%	342
2025 Q3	$14.6K	Buy	+200	New	+$13K	﹤0.01%	356
2018 Q1	–	Sell	-469	Closed	-$12K	–	294
2017 Q4	$12K	Hold	469	–	–	﹤0.01%	243
2017 Q3	$12K	Buy	+469	New	+$11.5K	﹤0.01%	249
2015 Q4	–	Sell	-520	Closed	-$11K	–	416
2015 Q3	$11K	Buy	+520	New	+$11.3K	﹤0.01%	325

Other funds holding IAU

Beacon Investment Advisory Services Morristown, New Jersey $2.69B AUM 35.07% 1-Year Est. Return

Anderson Hoagland & Co St Louis, Missouri $1.28B AUM 29.05% 1-Year Est. Return

GenWealth Group Maplewood, New Jersey $642M AUM 20.77% 1-Year Est. Return

Strategic Point Investment Advisors Providence, Rhode Island $767M AUM 17.58% 1-Year Est. Return

Chemistry Wealth Management New York $622M AUM 19.32% 1-Year Est. Return

Mader & Shannon Wealth Management Kansas City, Missouri $214M AUM 23.75% 1-Year Est. Return

Chatham Capital Group Savannah, Georgia $783M AUM 31.99% 1-Year Est. Return

Baldwin Wealth Partners Marion, Massachusetts $1.53B AUM 28.5% 1-Year Est. Return

LVM Capital Management Portage, Michigan $1.19B AUM 41.5% 1-Year Est. Return

Cardinal Point Capital Management Toronto, Ontario, Canada $1.77B AUM 26.72% 1-Year Est. Return