CCA
IAU icon

Cadent Capital Advisors’s iShares Gold Trust IAU Stock Holding History

Cadent Capital Advisors’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
Q3 		$4.03M Buy
51,608
+30,044
+139% +$2.41M 0.86% 32
2026
Q2 		$1.63M Buy
21,564
+396
+2% +$33.6K 0.34% 77
2026
Q1 		$1.87M Sell
21,168
-27,881
-57% -$2.56M 0.48% 47
2025
Q4 		$3.98M Sell
49,049
-2,575
-5% -$201K 1.02% 28
2025
Q3 		$3.76M Buy
51,624
+2,389
+5% +$156K 0.99% 28
2025
Q2 		$3.07M Buy
49,235
+4,270
+9% +$265K 0.99% 28
2025
Q1 		$2.65M Buy
44,965
+4,675
+12% +$253K 0.94% 29
2024
Q4 		$1.99M Sell
40,290
-1,518
-4% -$76.3K 0.69% 36
2024
Q3 		$2.08M Buy
41,808
+20,369
+95% +$953K 0.64% 33
2024
Q2 		$942K Sell
21,439
-69
-0.3% -$3.05K 0.38% 48
2024
Q1 		$904K Sell
21,508
-10,614
-33% -$416K 0.36% 45
2023
Q4 		$1.25M Sell
32,122
-1,190
-4% -$44.5K 0.62% 38
2023
Q3 		$1.17M Sell
33,312
-43,881
-57% -$1.6M 0.48% 42
2023
Q2 		$2.81M Sell
77,193
-6
-0% -$225 1.68% 20
2023
Q1 		$2.88M Buy
77,199
+9,135
+13% +$328K 1.32% 20
2022
Q4 		$2.35M Sell
68,064
-38
-0.1% -$1.25K 1.16% 25
2022
Q3 		$2.15M Sell
68,102
-614
-0.9% -$20.1K 1.2% 27
2022
Q2 		$2.36M Buy
68,716
+20,101
+41% +$715K 1.33% 26
2022
Q1 		$1.79M Buy
48,615
+326
+0.7% +$11.6K 0.82% 36
2021
Q4 		$1.68M Sell
48,289
-17,721
-27% -$606K 0.74% 33
2021
Q3 		$2.21M Sell
66,010
-3,449
-5% -$118K 0.98% 32
2021
Q2 		$2.34M Buy
69,459
+4,284
+7% +$148K 0.97% 33
2021
Q1 		$2.12M Buy
65,175
+23,163
+55% +$792K 0.94% 35
2020
Q4 		$1.52M Buy
+42,012
New +$1.5M 0.75% 34

Other funds holding IAU

PSU
Pennsylvania State University University Park, Pennsylvania $252M AUM 13.5% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
GBT
Grove Bank & Trust Miami, Florida $1.01B AUM 19.76% 1-Year Est. Return
SFGP
Stonebridge Financial Group (Pennsylvania) Wormleysburg, Pennsylvania $1.36B AUM 14.31% 1-Year Est. Return
SC
Sapient Capital Indianapolis, Indiana $7.44B AUM 23.27% 1-Year Est. Return
AWM
Avaii Wealth Management Appleton, Wisconsin $348M AUM 25.11% 1-Year Est. Return
GWSA
Global Wealth Strategies & Associates Denver, Colorado $546M AUM 14.96% 1-Year Est. Return
DRS
Deane Retirement Strategies New Orleans, Louisiana $244M AUM 18.26% 1-Year Est. Return
SCP
Silverleafe Capital Partners Germantown, Tennessee $351M AUM 24.63% 1-Year Est. Return
TCM
Towneley Capital Management Laguna Hills, California $505M AUM 9.93% 1-Year Est. Return

Cadent Capital Advisors's IAU Position: Q3 2026 in Review

Cadent Capital Advisors increased its iShares Gold Trust (IAU) stake by 139% in Q3 2026, buying an estimated $2.41M and bringing the position to 51,608 shares worth $4.03M. The position accounts for 0.86% of the portfolio, ranked #32.

Cadent Capital Advisors first reported a position in IAU in Q4 2020 and has held it in 24 quarters since. 98 funds tracked by Wall St. Rank hold IAU as of Q3 2026.

  • Cadent Capital Advisors held 51,608 shares of iShares Gold Trust worth $4.03M as of Q3 2026.
  • Cadent Capital Advisors bought 30,044 iShares Gold Trust shares in Q3 2026, an estimated $2.41M.
  • iShares Gold Trust made up 0.86% of Cadent Capital Advisors's portfolio in Q3 2026, its #32 holding.
  • Cadent Capital Advisors first reported a position in iShares Gold Trust in Q4 2020 and has held it in 24 quarters since.
  • 98 funds tracked by Wall St. Rank held iShares Gold Trust as of Q3 2026.

Based on Cadent Capital Advisors's 13F filing for Q3 2026, filed 9 Oct 2026.