Lakeridge Wealth Management’s iShares Gold Trust IAU Stock Holding History

Lakeridge Wealth 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	$569K	Sell	7,536 -320	-4%	-$27.2K	0.21%	94
2026 Q1	$693K	Sell	7,856 -138	-2%	-$12.7K	0.3%	71
2025 Q4	$649K	Buy	7,994 +22	+0.3%	+$1.72K	0.29%	69
2025 Q3	$580K	Sell	7,972 -184	-2%	-$12K	0.26%	74
2025 Q2	$509K	Hold	8,156	–	–	0.23%	80
2025 Q1	$481K	Buy	8,156 +784	+11%	+$42.4K	0.24%	85
2024 Q4	$365K	Hold	7,372	–	–	0.19%	99
2024 Q3	$366K	Hold	7,372	–	–	0.2%	98
2024 Q2	$324K	Hold	7,372	–	–	0.19%	102
2024 Q1	$310K	Buy	7,372 +340	+5%	+$13.3K	0.2%	95
2023 Q4	$274K	Buy	+7,032	New	+$263K	0.2%	96

Other funds holding IAU

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

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

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

Wealth Enhancement Advisory Services

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Chemistry Wealth Management New York $625M AUM 19.32% 1-Year Est. Return

Mader & Shannon Wealth Management Kansas City, Missouri $214M AUM 23.75% 1-Year Est. Return

Chatham Capital Group Savannah, Georgia $783M AUM 31.99% 1-Year Est. Return

Baldwin Wealth Partners Marion, Massachusetts $1.53B AUM 28.5% 1-Year Est. Return

LVM Capital Management Portage, Michigan $1.19B AUM 41.5% 1-Year Est. Return