Thurston Springer Miller Herd & Titak’s iShares Gold Trust IAU Stock Holding History

Thurston Springer Miller Herd & Titak’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	$153K	Hold	2,030	–	–	0.06%	287
2026 Q1	$179K	Buy	2,030 +1,740	+600%	+$160K	0.07%	276
2025 Q4	$23.5K	Buy	+290	New	+$22.7K	0.01%	703
2025 Q3	–	Sell	-2,204	Closed	-$137K	–	924
2025 Q2	$137K	Buy	2,204 +1,505	+215%	+$93.3K	0.02%	441
2025 Q1	$41.2K	Sell	699 -581	-45%	-$31.4K	0.01%	683
2024 Q4	$63.4K	Buy	1,280 +145	+13%	+$7.29K	0.01%	476
2024 Q3	$56.4K	Buy	1,135 +635	+127%	+$29.7K	0.02%	531
2024 Q2	$22K	Buy	+500	New	+$22.1K	0.01%	791

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