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Professional Advisory Services’s iShares Gold Trust IAU Stock Holding History

Professional Advisory Services’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 		$484K Hold
6,410
– – 0.06% 62
2026
Q1 		$565K Sell
6,410
-763
-11% -$70K 0.08% 55
2025
Q4 		$582K Sell
7,173
-335
-4% -$26.2K 0.08% 54
2025
Q3 		$546K Buy
+7,508
New +$490K 0.07% 57

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

Professional Advisory Services's IAU Position: Q2 2026 in Review

Professional Advisory Services held its iShares Gold Trust (IAU) position steady in Q2 2026 at 6,410 shares worth $484K. The position accounts for 0.06% of the portfolio, ranked #62.

Professional Advisory Services first reported a position in IAU in Q3 2025 and has held it in 4 quarters since. The position peaked at $582K in Q4 2025. 413 funds tracked by Wall St. Rank hold IAU as of Q2 2026.

  • Professional Advisory Services held 6,410 shares of iShares Gold Trust worth $484K as of Q2 2026.
  • Professional Advisory Services left its iShares Gold Trust share count unchanged in Q2 2026.
  • iShares Gold Trust made up 0.06% of Professional Advisory Services's portfolio in Q2 2026, its #62 holding.
  • Professional Advisory Services first reported a position in iShares Gold Trust in Q3 2025 and has held it in 4 quarters since.
  • Professional Advisory Services's iShares Gold Trust position peaked at $582K in Q4 2025.
  • 413 funds tracked by Wall St. Rank held iShares Gold Trust as of Q2 2026.

Based on Professional Advisory Services's 13F filing for Q2 2026, filed 8 Jul 2026.