Smith Thornton Advisors’s iShares Gold Trust IAU Stock Holding History

Smith Thornton 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	$4.7M	Buy	62,502 +2,136	+4%	+$181K	2.07%	15
2026 Q1	$5.32M	Sell	60,366 -348	-0.6%	-$31.9K	2.68%	8
2025 Q4	$4.93M	Buy	60,714 +614	+1%	+$48K	2.51%	11
2025 Q3	$4.37M	Buy	60,100 +1,945	+3%	+$127K	2.29%	13
2025 Q2	$3.63M	Buy	58,155 +652	+1%	+$40.4K	2.08%	13
2025 Q1	$3.39M	Buy	57,503 +8,334	+17%	+$451K	2.11%	12
2024 Q4	$2.43M	Sell	49,169 -323	-0.7%	-$16.2K	1.54%	22
2024 Q3	$2.46M	Buy	49,492 +469	+1%	+$22K	1.62%	20
2024 Q2	$2.15M	Buy	+49,023	New	+$2.17M	1.59%	21

Other funds holding IAU

WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $12.8B AUM 19.73% 1-Year Est. Return

Equitable Trust Nashville, Tennessee $2.4B AUM 30.76% 1-Year Est. Return

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

NCM

Narwhal Capital Management Marietta, Georgia $1.45B AUM 28.39% 1-Year Est. Return

EWA

EverSource Wealth Advisors Birmingham, Alabama $2.97B AUM 28.74% 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

Smith Thornton Advisors's IAU Position: Q2 2026 in Review

Smith Thornton Advisors increased its iShares Gold Trust (IAU) stake by 3.5% in Q2 2026, buying an estimated $181K and bringing the position to 62,502 shares worth $4.7M. The position accounts for 2.07% of the portfolio, ranked #15.

Smith Thornton Advisors first reported a position in IAU in Q2 2024 and has held it in 9 quarters since. The position peaked at $5.32M in Q1 2026. 668 funds tracked by Wall St. Rank hold IAU as of Q2 2026.

Smith Thornton Advisors held 62,502 shares of iShares Gold Trust worth $4.7M as of Q2 2026.
Smith Thornton Advisors bought 2,136 iShares Gold Trust shares in Q2 2026, an estimated $181K.
iShares Gold Trust made up 2.07% of Smith Thornton Advisors's portfolio in Q2 2026, its #15 holding.
Smith Thornton Advisors first reported a position in iShares Gold Trust in Q2 2024 and has held it in 9 quarters since.
Smith Thornton Advisors's iShares Gold Trust position peaked at $5.32M in Q1 2026.
668 funds tracked by Wall St. Rank held iShares Gold Trust as of Q2 2026.

Based on Smith Thornton Advisors's 13F filing for Q2 2026, filed 14 Jul 2026.