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DAGCO Inc’s iShares Gold Trust IAU Stock Holding History

DAGCO Inc’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 		$372K Hold
4,925
– – 0.07% 96
2026
Q1 		$434K Hold
4,925
– – 0.09% 80
2025
Q4 		$400K Hold
4,925
– – 0.09% 80
2025
Q3 		$358K Hold
4,925
– – 0.09% 80
2025
Q2 		$307K Hold
4,925
– – 0.09% 85
2025
Q1 		$290K Hold
4,925
– – 0.09% 80
2024
Q4 		$244K Buy
+4,925
New +$247K 0.08% 85
2024
Q1 		– Sell
-2,719
Closed -$106K – 297
2023
Q4 		$106K Buy
+2,719
New +$102K 0.1% 90
2022
Q3 		– Sell
-6,205
Closed -$213K – 89
2022
Q2 		$213K Hold
6,205
– – 0.11% 96
2022
Q1 		$230K Buy
+6,205
New +$222K 0.1% 97

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

DAGCO Inc's IAU Position: Q2 2026 in Review

DAGCO Inc held its iShares Gold Trust (IAU) position steady in Q2 2026 at 4,925 shares worth $372K. The position accounts for 0.07% of the portfolio, ranked #96.

DAGCO Inc first reported a position in IAU in Q1 2022 and has held it in 10 quarters since. The position peaked at $434K in Q1 2026. 524 funds tracked by Wall St. Rank hold IAU as of Q2 2026.

  • DAGCO Inc held 4,925 shares of iShares Gold Trust worth $372K as of Q2 2026.
  • DAGCO Inc left its iShares Gold Trust share count unchanged in Q2 2026.
  • iShares Gold Trust made up 0.07% of DAGCO Inc's portfolio in Q2 2026, its #96 holding.
  • DAGCO Inc first reported a position in iShares Gold Trust in Q1 2022 and has held it in 10 quarters since.
  • DAGCO Inc's iShares Gold Trust position peaked at $434K in Q1 2026.
  • 524 funds tracked by Wall St. Rank held iShares Gold Trust as of Q2 2026.

Based on DAGCO Inc's 13F filing for Q2 2026, filed 10 Jul 2026.