American Investment Services, Inc.

RIA/Wealth

American Investment Services, Inc. is a RIA/Wealth based in Great Barrington, MA led by John Lane Barry, reporting $1.3B in AUM as of Q3 2025 with 74% ETF concentration and minimal technology exposure.

CEOJohn Lane Barry

Portfolio Value: $416.2M
Positions: 134
Top Holding: GLDM at 10.35%
Last Reported: Q3 2025

Address250 Division Street, Great Barrington, MA, 01230, United States

Top Holdings

Largest long holdings in American Investment Services, Inc.'s portfolio (44.7% of total portfolio)

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GthenH

Holding	Sector	Position	Weight	Traded	Ownership	Owned Since
1 GLDM SPDR Gold MiniShares Trust GLDM	Unknown Unknown	$43.1M	10.35%	-$971.8K Sold	— 563.4K shares	Q4 2022 Held for 2y 11m
2 Vanguard Growth VUG	ETF ETF	$38.3M	9.19%	-$745.3K Sold	— 79.8K shares	≤ Q2 2013 Held for 12y 5m+
3 DFUV Dimensional US Marketwide Value DFUV	ETF ETF	$21.7M	5.20%	-$571.4K Sold	— 484.6K shares	Q2 2022 Held for 3y 5m
4 Vanguard International High Dividend Yield VYMI	ETF ETF	$18.7M	4.49%	-$1.8M Sold	— 220.7K shares	Q4 2022 Held for 2y 11m
5 Dimensional International Core Equity 2 DFIC	ETF ETF	$11.6M	2.79%	+$214.1K Bought	— 354.1K shares	Q2 2022 Held for 3y 5m
6 Dimensional U.S. Small Cap DFAS	ETF ETF	$11.5M	2.76%	-$273.8K Sold	— 167.9K shares	Q2 2021 Held for 4y 5m
7 Vanguard Value VTV	ETF ETF	$11.0M	2.64%	-$41.8K Sold	— 59.0K shares	≤ Q2 2013 Held for 12y 5m+
8 Dimensional U.S. Equity DFUS	ETF ETF	$10.8M	2.59%	-$506.5K Sold	— 148.8K shares	Q2 2021 Held for 4y 5m
9 Vanguard Utilities VPU	ETF ETF	$10.1M	2.43%	-$25.8K Sold	— 53.4K shares	≤ Q2 2013 Held for 12y 5m+
10 IAU iShares Gold Trust IAU	Unknown Unknown	$9.3M	2.24%	-$307.5K Sold	— 128.2K shares	Q4 2022 Held for 2y 11m

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GthenH

Changes

Portfolio activity, position movements, and quarter-over-quarter changes in American Investment Services, Inc.'s latest filing

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GthenC

Market Value

$416.2M

Prior: $391.8M

Q/Q Change

+6.24%

+$24.4M

Net Flows % of MV

-0.873%

Turnover Ratio

2.45%

New Purchases

1 stocks

$231.0K

Added To

36 stocks

+$7.9M

Sold Out Of

3 stocks

$900.2K

Reduced Holdings

54 stocks

-$10.8M

Increased Positions

Position	Shares Δ	Change
1 Vanguard Total Corporate Bond VTC	New	0 → 2.9K +$231.0K
2 Merck & Co. MRK	+54.37%	29.7K → 45.8K +$1.4M
3 Amgen AMGN	+45.71%	6.7K → 9.7K +$860.4K
4 Vanguard Total International Bond BNDX	+29.15%	6.8K → 8.8K +$98.3K
5 Dimensional Global Core Plus Fixed Income DFGP	+25.49%	23.3K → 29.3K +$330.4K

Decreased Positions

Position	Shares Δ	Change
1 Walgreens Boots Alliance WBA	Sold	39.2K → 0 −$449.8K
2 Solventum SOLV	Sold	3.2K → 0 −$242.9K
3 Invitation Homes INVH	Sold	6.3K → 0 −$207.4K
4 3M MMM	-61.18%	18.4K → 7.2K −$1.7M
5 iShares MSCI Emerging Markets ex China EMXC	-39.26%	5.7K → 3.5K −$150.8K