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Calamos Wealth Management’s iShares Gold Trust IAU Stock Holding History

Calamos Wealth Management’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 		$514K Buy
6,812
+224
+3% +$19K 0.02% 304
2026
Q1 		$581K Buy
6,588
+2,102
+47% +$193K 0.02% 283
2025
Q4 		$364K Buy
4,486
+1,372
+44% +$107K 0.01% 319
2025
Q3 		$227K Buy
+3,114
New +$203K 0.01% 385

Other funds holding IAU

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
WI
WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $12.8B AUM 19.73% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Calamos Wealth Management's IAU Position: Q2 2026 in Review

Calamos Wealth Management increased its iShares Gold Trust (IAU) stake by 3.4% in Q2 2026, buying an estimated $19K and bringing the position to 6,812 shares worth $514K. The position accounts for 0.02% of the portfolio, ranked #304.

Calamos Wealth Management first reported a position in IAU in Q3 2025 and has held it in 4 quarters since. The position peaked at $581K in Q1 2026. 1,300 funds tracked by Wall St. Rank hold IAU as of Q2 2026.

  • Calamos Wealth Management held 6,812 shares of iShares Gold Trust worth $514K as of Q2 2026.
  • Calamos Wealth Management bought 224 iShares Gold Trust shares in Q2 2026, an estimated $19K.
  • iShares Gold Trust made up 0.02% of Calamos Wealth Management's portfolio in Q2 2026, its #304 holding.
  • Calamos Wealth Management first reported a position in iShares Gold Trust in Q3 2025 and has held it in 4 quarters since.
  • Calamos Wealth Management's iShares Gold Trust position peaked at $581K in Q1 2026.
  • 1,300 funds tracked by Wall St. Rank held iShares Gold Trust as of Q2 2026.

Based on Calamos Wealth Management's 13F filing for Q2 2026, filed 31 Jul 2026.