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ACORN FINANCIAL ADVISORY SERVICES INC /ADV → IAU

ACORN FINANCIAL ADVISORY SERVICES INC /ADV IAU Position History

iShares Gold Trust • Financial Services

Quarters held
4
Latest value
$38.7M
Q3 2026
Peak value
$42.6M
First seen
Q4 2025

Dollar value over time

Show data table
PeriodPosition value
Q4 2025$38.1M
Q1 2026$42.6M
Q2 2026$37.8M
Q3 2026$38.7M

Quarter-by-quarter history

Every disclosed snapshot of the position

QuarterValueShares% PortfolioChange
Q3 2026$38.7M496.0K——
Q2 2026$37.8M500.4K——
Q1 2026$42.6M483.8K——
Q4 2025$38.1M469.4K——

Other funds holding IAU

Other ACORN FINANCIAL ADVISORY SERVICES INC /ADV positions

VGES

VANGUARD INDEX FDS

$63.8M
ETHA

ISHARES TR

$56.2M
VGES

VANGUARD FTSE DEVELOPED MARKETS ETF

$54.8M
ETHA

ISHARES TR

$53.2M
VGES

VANGUARD TAX-MANAGED FDS

$52.5M
VGES

VANGUARD TAX-MANAGED FDS

$49.4M
ETHA

ISHARES TR

$47.2M
VGES

VANGUARD TAX-MANAGED FDS

$42.9M