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Brave Asset Management’s iShares Gold Trust IAU Stock Holding History

Brave Asset Management’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 		– Sell
-172,049
Closed -$15.2M – 155
2026
Q1 		$15.2M Sell
172,049
-9,057
-5% -$831K 3.6% 9
2025
Q4 		$14.7M Sell
181,106
-4,999
-3% -$391K 3.47% 11
2025
Q3 		$13.5M Buy
186,105
+23,507
+14% +$1.53M 3.31% 11
2025
Q2 		$10.1M Buy
162,598
+7,892
+5% +$489K 2.76% 12
2025
Q1 		$9.12M Sell
154,706
-1,137
-0.7% -$61.5K 2.87% 11
2024
Q4 		$7.72M Sell
155,843
-370,693
-70% -$18.6M 2.45% 12
2024
Q3 		$26.2M Buy
+526,536
New +$24.6M 6.5% 4
2023
Q4 		– Sell
-377,099
Closed -$13.2M – 161
2023
Q3 		$13.2M Buy
377,099
+9,771
+3% +$357K 4.03% 9
2023
Q2 		$13.4M Buy
+367,328
New +$13.8M 3.92% 10
2023
Q1 		– Sell
-411,873
Closed -$14.2M – 155
2022
Q4 		$14.2M Buy
+411,873
New +$13.5M 4.83% 5
2022
Q3 		– Sell
-8,445
Closed -$290K – 153
2022
Q2 		$290K Sell
8,445
-393,569
-98% -$14M 0.13% 90
2022
Q1 		$14.8M Buy
+402,014
New +$14.4M 5.1% 5
2021
Q3 		– Sell
-227,160
Closed -$7.66M – 157
2021
Q2 		$7.66M Buy
227,160
+68,246
+43% +$2.36M 2.25% 13
2021
Q1 		$5.17M Buy
+158,914
New +$5.43M 1.75% 17

Other funds holding IAU

BIAS
Beacon Investment Advisory Services Morristown, New Jersey $2.69B AUM 35.07% 1-Year Est. Return
AHC
Anderson Hoagland & Co St Louis, Missouri $1.28B AUM 29.05% 1-Year Est. Return
GG
GenWealth Group Maplewood, New Jersey $642M AUM 20.77% 1-Year Est. Return
SPIA
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 $59.6B AUM 29.42% 1-Year Est. Return
CWM
Chemistry Wealth Management New York $622M AUM 19.32% 1-Year Est. Return
MSWM
Mader & Shannon Wealth Management Kansas City, Missouri $214M AUM 23.75% 1-Year Est. Return
CCG
Chatham Capital Group Savannah, Georgia $783M AUM 31.99% 1-Year Est. Return
BWP
Baldwin Wealth Partners Marion, Massachusetts $1.53B AUM 28.5% 1-Year Est. Return
LCM
LVM Capital Management Portage, Michigan $1.19B AUM 41.5% 1-Year Est. Return