Lantz Financial’s iShares Gold Trust IAU Stock Holding History

Lantz Financial’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	$866K	Buy	11,471 +75	+0.7%	+$6.37K	0.16%	133
2026 Q1	$1M	Sell	11,396 -5,130	-31%	-$471K	0.21%	119
2025 Q4	$1.34M	Sell	16,526 -796	-5%	-$62.3K	0.28%	95
2025 Q3	$1.26M	Buy	17,322 +4,003	+30%	+$261K	0.28%	96
2025 Q2	$831K	Sell	13,319 -1,867	-12%	-$116K	0.21%	112
2025 Q1	$895K	Buy	15,186 +4,286	+39%	+$232K	0.25%	100
2024 Q4	$540K	Buy	+10,900	New	+$548K	0.14%	134

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

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 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

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

Lantz Financial's IAU Position: Q2 2026 in Review

Lantz Financial increased its iShares Gold Trust (IAU) stake by 0.66% in Q2 2026, buying an estimated $6.37K and bringing the position to 11,471 shares worth $866K. The position accounts for 0.16% of the portfolio, ranked #133.

Lantz Financial first reported a position in IAU in Q4 2024 and has held it in 7 quarters since. The position peaked at $1.34M in Q4 2025. 470 funds tracked by Wall St. Rank hold IAU as of Q2 2026.

Lantz Financial held 11,471 shares of iShares Gold Trust worth $866K as of Q2 2026.
Lantz Financial bought 75 iShares Gold Trust shares in Q2 2026, an estimated $6.37K.
iShares Gold Trust made up 0.16% of Lantz Financial's portfolio in Q2 2026, its #133 holding.
Lantz Financial first reported a position in iShares Gold Trust in Q4 2024 and has held it in 7 quarters since.
Lantz Financial's iShares Gold Trust position peaked at $1.34M in Q4 2025.
470 funds tracked by Wall St. Rank held iShares Gold Trust as of Q2 2026.

Based on Lantz Financial's 13F filing for Q2 2026, filed 9 Jul 2026.