Robinswood Financial’s iShares Gold Trust IAU Stock Holding History

Robinswood 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	$3.17K	Sell	42 -13	-24%	-$1.1K	﹤0.01%	363
2026 Q1	$4.85K	Buy	55 +13	+31%	+$1.19K	﹤0.01%	329
2025 Q4	$3.41K	Hold	42	–	–	﹤0.01%	329
2025 Q3	$3.06K	Hold	42	–	–	﹤0.01%	327
2025 Q2	$2.62K	Hold	42	–	–	﹤0.01%	335
2025 Q1	$2.48K	Hold	42	–	–	﹤0.01%	330
2024 Q4	$2.08K	Hold	42	–	–	﹤0.01%	286
2024 Q3	$2.09K	Hold	42	–	–	﹤0.01%	294
2024 Q2	$1.84K	Hold	42	–	–	﹤0.01%	306
2024 Q1	$1.78K	Sell	42 -175	-81%	-$6.86K	﹤0.01%	219
2023 Q4	$8.47K	Buy	217 +42	+24%	+$1.57K	﹤0.01%	157
2023 Q3	$6.12K	Hold	175	–	–	﹤0.01%	167
2023 Q2	$6.37K	Buy	+175	New	+$6.56K	﹤0.01%	150

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

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

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