Perennial Advisors’s iShares Gold Trust IAU Stock Holding History

Perennial Advisors’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	$3.27M	Sell	43,353 -350	-0.8%	-$29.7K	0.51%	59
2026 Q1	$3.85M	Buy	+43,703	New	+$4.01M	0.66%	50
2021 Q3	–	Sell	-4,389	Closed	-$148K	–	155
2021 Q2	$148K	Sell	4,389 -1	-0%	-$35	0.04%	85
2021 Q1	$143K	Hold	4,390	–	–	0.05%	87
2020 Q4	$159K	Buy	+4,390	New	+$157K	0.06%	80
2020 Q3	–	Sell	-4,390	Closed	-$149K	–	132
2020 Q2	$149K	Buy	+4,390	New	+$144K	0.06%	80
2019 Q1	–	Sell	-4,390	Closed	-$108K	–	126
2018 Q4	$108K	Buy	+4,390	New	+$103K	0.07%	75

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 $59.6B AUM 29.42% 1-Year Est. Return

Chemistry Wealth Management New York $622M 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