Ballew Advisors’s iShares Gold Trust IAU Stock Holding History

Ballew Advisors’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	$1.4M	Hold	18,035	–	–	0.72%	30
2026 Q1	$1.62M	Hold	18,035	–	–	0.91%	25
2025 Q4	$1.56M	Buy	18,035 +575	+3%	+$45K	0.88%	24
2025 Q3	$1.36M	Buy	17,460 +550	+3%	+$35.9K	0.76%	30
2025 Q2	$1.06M	Hold	16,910	–	–	0.63%	38
2025 Q1	$1.03M	Hold	16,910	–	–	0.69%	32
2024 Q4	$850K	Hold	16,910	–	–	0.54%	44
2024 Q3	$833K	Sell	16,910 -13,725	-45%	-$642K	0.56%	42
2024 Q2	$1.4M	Sell	30,635 -94	-0.3%	-$4.15K	0.93%	26
2024 Q1	$1.35M	Hold	30,729	–	–	0.93%	29
2023 Q4	$1.18M	Hold	30,729	–	–	0.89%	30
2023 Q3	$1.06M	Sell	30,729 -1	-0%	-$36	0.87%	31
2023 Q2	$1.13M	Hold	30,730	–	–	0.81%	31
2023 Q1	$1.11M	Sell	30,730 -120	-0.4%	-$4.31K	0.81%	31
2022 Q4	$1.11M	Hold	30,850	–	–	0.85%	26
2022 Q3	$978K	Sell	30,850 -52	-0.2%	-$1.7K	0.88%	28
2022 Q2	$1M	Sell	30,902 -77	-0.2%	-$2.74K	0.92%	26
2022 Q1	$1.17M	Sell	30,979 -11	-0%	-$393	0.89%	24
2021 Q4	$1.07M	Hold	30,990	–	–	0.74%	32
2021 Q3	$1.04M	Sell	30,990 -80	-0.3%	-$2.73K	0.76%	36
2021 Q2	$1.07M	Sell	31,070 -31,121	-50%	-$1.08M	0.74%	35
2021 Q1	$2.05M	Buy	62,191 +31,056	+100%	+$1.06M	0.75%	35
2020 Q4	$1.09M	Hold	31,135	–	–	0.84%	28
2020 Q3	$1.14M	Sell	31,135 -37	-0.1%	-$1.35K	0.96%	26
2020 Q2	$1.07M	Sell	31,172 -86	-0.3%	-$2.82K	1.05%	22
2020 Q1	$942K	Hold	31,258	–	–	1.06%	23
2019 Q4	$926K	Sell	31,258 -37	-0.1%	-$1.05K	0.79%	27
2019 Q3	$902K	Sell	31,295 -77	-0.2%	-$2.17K	0.82%	25
2019 Q2	$850K	Hold	31,372	–	–	0.77%	32
2019 Q1	$769K	Hold	31,372	–	–	0.71%	34
2018 Q4	$790K	Sell	31,372 -392	-1%	-$9.23K	0.74%	32
2018 Q3	$751K	Hold	31,764	–	–	0.69%	34
2018 Q2	$764K	Sell	31,764 -925	-3%	-$23.2K	0.86%	28
2018 Q1	$832K	Sell	32,689 -46	-0.1%	-$1.17K	0.73%	33
2017 Q4	$819K	Buy	+32,735	New	+$803K	0.81%	34

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

Wealth Enhancement Advisory Services

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Chemistry Wealth Management New York $625M 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