Sincerus Advisory’s iShares Gold Trust IAU Stock Holding History

Sincerus Advisory’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	$388K	Hold	5,133	–	–	0.26%	58
2026 Q1	$453K	Sell	5,133 -51	-1%	-$4.68K	0.34%	47
2025 Q4	$421K	Hold	5,184	–	–	0.34%	48
2025 Q3	$377K	Buy	5,184 +143	+3%	+$9.33K	0.32%	50
2025 Q2	$317K	Hold	5,041	–	–	0.3%	55
2025 Q1	$297K	Sell	5,041 -17	-0.3%	-$920	0.31%	51
2024 Q4	$250K	Buy	+5,058	New	+$254K	0.27%	56

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

Sincerus Advisory's IAU Position: Q2 2026 in Review

Sincerus Advisory held its iShares Gold Trust (IAU) position steady in Q2 2026 at 5,133 shares worth $388K. The position accounts for 0.26% of the portfolio, ranked #58.

Sincerus Advisory first reported a position in IAU in Q4 2024 and has held it in 7 quarters since. The position peaked at $453K in Q1 2026. 524 funds tracked by Wall St. Rank hold IAU as of Q2 2026.

Sincerus Advisory held 5,133 shares of iShares Gold Trust worth $388K as of Q2 2026.
Sincerus Advisory left its iShares Gold Trust share count unchanged in Q2 2026.
iShares Gold Trust made up 0.26% of Sincerus Advisory's portfolio in Q2 2026, its #58 holding.
Sincerus Advisory first reported a position in iShares Gold Trust in Q4 2024 and has held it in 7 quarters since.
Sincerus Advisory's iShares Gold Trust position peaked at $453K in Q1 2026.
524 funds tracked by Wall St. Rank held iShares Gold Trust as of Q2 2026.

Based on Sincerus Advisory's 13F filing for Q2 2026, filed 6 Jul 2026.