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

Crumly & 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 		$362K Hold
4,797
– – 0.07% 144
2026
Q1 		$423K Sell
4,797
-843
-15% -$77.3K 0.09% 130
2025
Q4 		$458K Hold
5,640
– – 0.1% 122
2025
Q3 		$410K Hold
5,640
– – 0.09% 129
2025
Q2 		$352K Hold
5,640
– – 0.09% 118
2025
Q1 		$333K Buy
5,640
+904
+19% +$48.9K 0.09% 122
2024
Q4 		$234K Buy
+4,736
New +$238K 0.06% 142
2024
Q3 		– Sell
-6,560
Closed -$288K – 154
2024
Q2 		$288K Hold
6,560
– – 0.08% 120
2024
Q1 		$276K Hold
6,560
– – 0.07% 123
2023
Q4 		$256K Hold
6,560
– – 0.07% 118
2023
Q3 		$230K Hold
6,560
– – 0.09% 106
2023
Q2 		$239K Hold
6,560
– – 0.1% 108
2023
Q1 		$245K Buy
+6,560
New +$235K 0.11% 97
2022
Q4 		– Sell
-6,560
Closed -$207K – 109
2022
Q3 		$207K Sell
6,560
-215
-3% -$7.05K 0.09% 102
2022
Q2 		$232K Hold
6,775
– – 0.1% 101
2022
Q1 		$250K Hold
6,775
– – 0.09% 101
2021
Q4 		$233K Hold
6,775
– – 0.09% 98
2021
Q3 		$226K Buy
+6,775
New +$231K 0.11% 98
2020
Q2 		– Sell
-9,615
Closed -$290K – 53
2020
Q1 		$290K Sell
9,615
-1,000
-9% -$30.2K 0.36% 35
2019
Q4 		$308K Buy
+10,615
New +$301K 0.32% 37

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

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

Crumly & Associates held its iShares Gold Trust (IAU) position steady in Q2 2026 at 4,797 shares worth $362K. The position accounts for 0.07% of the portfolio, ranked #144.

Crumly & Associates first reported a position in IAU in Q4 2019 and has held it in 20 quarters since. The position peaked at $458K in Q4 2025. 524 funds tracked by Wall St. Rank hold IAU as of Q2 2026.

  • Crumly & Associates held 4,797 shares of iShares Gold Trust worth $362K as of Q2 2026.
  • Crumly & Associates left its iShares Gold Trust share count unchanged in Q2 2026.
  • iShares Gold Trust made up 0.07% of Crumly & Associates's portfolio in Q2 2026, its #144 holding.
  • Crumly & Associates first reported a position in iShares Gold Trust in Q4 2019 and has held it in 20 quarters since.
  • Crumly & Associates's iShares Gold Trust position peaked at $458K in Q4 2025.
  • 524 funds tracked by Wall St. Rank held iShares Gold Trust as of Q2 2026.

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