GA
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GoalVest Advisory’s iShares Gold Trust IAU Stock Holding History

GoalVest Advisory’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
-250
Closed -$22K – 531
2026
Q1 		$22K Hold
250
– – ﹤0.01% 318
2025
Q4 		$20.3K Hold
250
– – ﹤0.01% 353
2025
Q3 		$18.2K Sell
250
-300
-55% -$19.6K ﹤0.01% 302
2025
Q2 		$34.3K Hold
550
– – 0.01% 234
2025
Q1 		$32.4K Hold
550
– – 0.01% 209
2024
Q4 		$27.2K Hold
550
– – 0.01% 225
2024
Q3 		$27.3K Hold
550
– – 0.01% 241
2024
Q2 		$24.2K Buy
550
+300
+120% +$13.3K 0.01% 223
2024
Q1 		$10.5K Buy
+250
New +$9.8K ﹤0.01% 313
2023
Q2 		– Sell
-247
Closed -$9.23K – 390
2023
Q1 		$9.23K Buy
+247
New +$8.86K 0.01% 190

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
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
CPCM
Cardinal Point Capital Management Toronto, Ontario, Canada $1.77B AUM 26.72% 1-Year Est. Return