SEC 13F Intelligence

Acorn Financial Advisory Services Inc /Adv / IAU*

Acorn Financial Advisory Services Inc /Adv’s Ishares Gold Tr Position

Does Acorn Financial Advisory Services Inc /Adv own Ishares Gold Tr (IAU*)? Yes — 483.8K shares worth $43M (+5.84% of its 13F portfolio) as of Q1 2026, up from 469.4K shares the prior filed quarter.

Position Value
$43M
Q1 2026
Shares
483.8K
% of Portfolio
+5.84%
Quarters Held
5
currently held

Position History IAU*

Reported value by quarter
Q1 ’25: $20MQ1 ’25Q2 ’25: $24MQ2 ’25Q3 ’25: $33MQ3 ’25Q4 ’25: $38MQ4 ’25Q1 ’26: $43MQ1 ’26filingsflow.com
QuarterSharesValue% of Portfolio
Q1 2026483.8K$43M+5.84%
Q4 2025469.4K$38M+5.62%
Q3 2025450.4K$33M+5.03%
Q2 2025378.8K$24M+3.87%
Q1 2025333.6K$20M+3.56%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Acorn Financial Advisory Services Inc /Adv’s full portfolio or all institutional holders of IAU*.