STUART INVESTMENT ADVISORS, INC.
Top Portfolio Positions
16 positions ·
$62,023,336 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| IAU |
Ishares Gold Trust
|
528,842 | $46,622,710 | 75.17% | |
| BRK-B |
Berkshire Hathaway Inc
Financial Services
|
6,058 | $2,902,993 | 4.68% | |
| RJF |
Raymond James Financial Inc
Financial Services
|
19,115 | $2,767,660 | 4.46% | |
| XOM |
Exxon Mobil Corp
Energy
|
12,976 | $2,201,508 | 3.55% | |
| IAUM |
iShares Gold Trust Micro
|
32,934 | $1,538,017 | 2.48% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
6,782 | $1,412,487 | 2.28% | |
| ET |
Energy Transfer LP
Energy
|
54,898 | $1,059,531 | 1.71% | |
| MSFT |
Microsoft Corp
Technology
|
2,632 | $974,287 | 1.57% | |
| GLD |
Spdr Gold Trust
|
1,477 | $635,538 | 1.02% | |
| JNJ |
Johnson & Johnson
Healthcare
|
1,506 | $368,126 | 0.59% |
Portfolio Trend
18 quarters · across all stocks
Holdings in IAUM
Shares Held
Position Value (USD)
4 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $1,538,017 | 32,934 | Shares | Sole | 2026-04-21 | |
| 2025-12-31 | $1,033,178 | 24,033 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $556,171 | 14,446 | Shares | Sole | 2025-11-03 | |
| 2025-06-30 | $265,536 | 8,049 | Shares | Sole | 2025-07-25 | |
| No 13F history on record for this holder in this stock. | ||||||