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Butensky & Cohen Financial Security’s iShares Gold Trust IAU Stock Holding History

Butensky & Cohen Financial Security’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 		$1.71M Buy
22,700
+4,769
+27% +$405K 0.42% 74
2026
Q1 		$1.58M Buy
17,931
+3,991
+29% +$366K 0.42% 75
2025
Q4 		$1.13M Buy
+13,940
New +$1.09M 0.31% 87

Other funds holding IAU

WI
WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $12.8B AUM 19.73% 1-Year Est. Return
ET
Equitable Trust Nashville, Tennessee $2.4B AUM 30.76% 1-Year Est. Return
BIAS
Beacon Investment Advisory Services Morristown, New Jersey $2.69B AUM 35.07% 1-Year Est. Return
JMFC
J.M. Forbes & Co Boston, Massachusetts $1.27B AUM 26.46% 1-Year Est. Return
AHC
Anderson Hoagland & Co St Louis, Missouri $1.28B AUM 29.05% 1-Year Est. Return
NCM
Narwhal Capital Management Marietta, Georgia $1.45B AUM 28.39% 1-Year Est. Return
EWA
EverSource Wealth Advisors Birmingham, Alabama $2.97B AUM 28.74% 1-Year Est. Return
GG
GenWealth Group Maplewood, New Jersey $642M AUM 20.77% 1-Year Est. Return
PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return

Butensky & Cohen Financial Security's IAU Position: Q2 2026 in Review

Butensky & Cohen Financial Security increased its iShares Gold Trust (IAU) stake by 27% in Q2 2026, buying an estimated $405K and bringing the position to 22,700 shares worth $1.71M. The position accounts for 0.42% of the portfolio, ranked #74.

Butensky & Cohen Financial Security first reported a position in IAU in Q4 2025 and has held it in 3 quarters since. 668 funds tracked by Wall St. Rank hold IAU as of Q2 2026.

  • Butensky & Cohen Financial Security held 22,700 shares of iShares Gold Trust worth $1.71M as of Q2 2026.
  • Butensky & Cohen Financial Security bought 4,769 iShares Gold Trust shares in Q2 2026, an estimated $405K.
  • iShares Gold Trust made up 0.42% of Butensky & Cohen Financial Security's portfolio in Q2 2026, its #74 holding.
  • Butensky & Cohen Financial Security first reported a position in iShares Gold Trust in Q4 2025 and has held it in 3 quarters since.
  • 668 funds tracked by Wall St. Rank held iShares Gold Trust as of Q2 2026.

Based on Butensky & Cohen Financial Security's 13F filing for Q2 2026, filed 10 Jul 2026.