Caldwell Trust
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Caldwell Trust’s iShares Gold Trust IAU Stock Holding History

Caldwell Trust’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 		$166K Hold
2,129
– – 0.01% 350
2026
Q2 		$161K Hold
2,129
– – 0.01% 353
2026
Q1 		$188K Sell
2,129
-50
-2% -$4.59K 0.02% 334
2025
Q4 		$177K Sell
2,179
-350
-14% -$27.4K 0.02% 338
2025
Q3 		$184K Buy
2,529
+50
+2% +$3.26K 0.02% 326
2025
Q2 		$155K Hold
2,479
– – 0.02% 337
2025
Q1 		$146K Buy
2,479
+887
+56% +$48K 0.02% 344
2024
Q4 		$78.8K Buy
1,592
+16
+1% +$804 0.01% 404
2024
Q3 		$78.3K Hold
1,576
– – 0.01% 407
2024
Q2 		$69.2K Hold
1,576
– – 0.01% 415
2024
Q1 		$66.2K Hold
1,576
– – 0.01% 425
2023
Q4 		$61.5K Hold
1,576
– – 0.01% 423
2023
Q3 		$55.1K Hold
1,576
– – 0.01% 426
2023
Q2 		$57.4K Hold
1,576
– – 0.01% 428
2023
Q1 		$58.9K Buy
1,576
+334
+27% +$12K 0.01% 413
2022
Q4 		$43K Hold
1,242
– – 0.01% 443
2022
Q3 		$39.2K Hold
1,242
– – 0.01% 465
2022
Q2 		$42.6K Buy
1,242
+334
+37% +$11.9K 0.01% 465
2022
Q1 		$33.4K Hold
908
– – ﹤0.01% 509
2021
Q4 		$31.6K Hold
908
– – ﹤0.01% 516
2021
Q3 		$30.3K Buy
908
+358
+65% +$12.2K ﹤0.01% 514
2021
Q2 		$18.5K Hold
550
– – ﹤0.01% 578
2021
Q1 		$17.9K Hold
550
– – ﹤0.01% 569
2020
Q4 		$19.9K Hold
550
– – ﹤0.01% 541
2020
Q3 		$19.8K Hold
550
– – ﹤0.01% 535
2020
Q2 		$18.7K Hold
550
– – ﹤0.01% 553
2020
Q1 		$16.6K Hold
550
– – ﹤0.01% 571
2019
Q4 		$16K Buy
+550
New +$15.6K ﹤0.01% 621

Other funds holding IAU

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return
WealthNavi Inc
WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $12.9B AUM 11.73% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.6B AUM 20.91% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $106B AUM 21.33% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return

Caldwell Trust's IAU Position: Q3 2026 in Review

Caldwell Trust held its iShares Gold Trust (IAU) position steady in Q3 2026 at 2,129 shares worth $166K. The position accounts for 0.01% of the portfolio, ranked #350.

Caldwell Trust first reported a position in IAU in Q4 2019 and has held it in 28 quarters since. The position peaked at $188K in Q1 2026. 1,390 funds tracked by Wall St. Rank hold IAU as of Q3 2026.

  • Caldwell Trust held 2,129 shares of iShares Gold Trust worth $166K as of Q3 2026.
  • Caldwell Trust left its iShares Gold Trust share count unchanged in Q3 2026.
  • iShares Gold Trust made up 0.01% of Caldwell Trust's portfolio in Q3 2026, its #350 holding.
  • Caldwell Trust first reported a position in iShares Gold Trust in Q4 2019 and has held it in 28 quarters since.
  • Caldwell Trust's iShares Gold Trust position peaked at $188K in Q1 2026.
  • 1,390 funds tracked by Wall St. Rank held iShares Gold Trust as of Q3 2026.

Based on Caldwell Trust's 13F filing for Q3 2026, filed 30 Oct 2026.