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Clune & Associates’s iShares Gold Trust IAU Stock Holding History

Clune & Associates’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 		$246K Buy
3,262
+803
+33% +$68.2K 0.04% 156
2026
Q1 		$217K Buy
+2,459
New +$226K 0.04% 157

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
GG
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
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
IA
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

Clune & Associates's IAU Position: Q2 2026 in Review

Clune & Associates increased its iShares Gold Trust (IAU) stake by 33% in Q2 2026, buying an estimated $68.2K and bringing the position to 3,262 shares worth $246K. The position accounts for 0.04% of the portfolio, ranked #156.

Clune & Associates first reported a position in IAU in Q1 2026 and has held it in 2 quarters since. 469 funds tracked by Wall St. Rank hold IAU as of Q2 2026.

  • Clune & Associates held 3,262 shares of iShares Gold Trust worth $246K as of Q2 2026.
  • Clune & Associates bought 803 iShares Gold Trust shares in Q2 2026, an estimated $68.2K.
  • iShares Gold Trust made up 0.04% of Clune & Associates's portfolio in Q2 2026, its #156 holding.
  • Clune & Associates first reported a position in iShares Gold Trust in Q1 2026 and has held it in 2 quarters since.
  • 469 funds tracked by Wall St. Rank held iShares Gold Trust as of Q2 2026.

Based on Clune & Associates's 13F filing for Q2 2026, filed 8 Jul 2026.