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

Clarity 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	-402	Closed	-$35.4K	–	157
2026 Q1	$35.4K	Buy	+402	New	+$36.9K	0.02%	139
2025 Q4	–	Sell	-320	Closed	-$23.3K	–	263
2025 Q3	$23.3K	Hold	320	–	–	0.01%	164
2025 Q2	$20K	Buy	320 +233	+268%	+$14.4K	0.01%	173
2025 Q1	$5.11K	Hold	87	–	–	﹤0.01%	176
2024 Q4	$4.29K	Hold	87	–	–	﹤0.01%	181
2024 Q3	$4.3K	Buy	+87	New	+$4.07K	﹤0.01%	168

Other funds holding IAU

BIAS

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

JMFC

J.M. Forbes & Co Boston, Massachusetts $1.27B AUM 26.46% 1-Year Est. Return

AHC

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

PAS

Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return

Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return

SPIA

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

IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

AFAS

Acorn Financial Advisory Services Reston, Virginia $753M AUM 36.94% 1-Year Est. Return

BTI

Blue Trust Inc Alpharetta, Georgia $9.54B AUM 19.86% 1-Year Est. Return

Clarity Asset Management's IAU Position: Q2 2026 in Review

Clarity Asset Management sold out of iShares Gold Trust (IAU) in Q2 2026, closing a stake of 402 shares — an estimated $35.4K sold.

Clarity Asset Management first reported a position in IAU in Q3 2024 and held it in 6 quarters. The position peaked at $35.4K in Q1 2026. 477 funds tracked by Wall St. Rank hold IAU as of Q2 2026.

Clarity Asset Management reported no remaining iShares Gold Trust position as of Q2 2026 after selling out during the quarter.
Clarity Asset Management sold 402 iShares Gold Trust shares in Q2 2026, an estimated $35.4K.
Clarity Asset Management first reported a position in iShares Gold Trust in Q3 2024 and held it in 6 quarters.
Clarity Asset Management's iShares Gold Trust position peaked at $35.4K in Q1 2026.
477 funds tracked by Wall St. Rank held iShares Gold Trust as of Q2 2026.

Based on Clarity Asset Management's 13F filing for Q2 2026, filed 16 Jul 2026.