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Calton & Associates’s iShares Gold Trust IAU Stock Holding History

Calton & Associates’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 		$648K Buy
8,587
+1,219
+17% +$103K 0.1% 190
2026
Q1 		$650K Buy
7,368
+662
+10% +$60.7K 0.09% 196
2025
Q4 		$544K Buy
6,706
+741
+12% +$58K 0.08% 234
2025
Q3 		$434K Buy
5,965
+1,511
+34% +$98.6K 0.07% 260
2025
Q2 		$278K Buy
4,454
+593
+15% +$36.7K 0.05% 299
2025
Q1 		$228K Buy
+3,861
New +$209K 0.05% 291
2023
Q4 		– Sell
-21,110
Closed -$739K – 257
2023
Q3 		$739K Buy
+21,110
New +$770K 1.08% 23
2021
Q4 		– Sell
-46,014
Closed -$1.54M – 381
2021
Q3 		$1.54M Sell
46,014
-50,196
-52% -$1.71M 0.34% 74
2021
Q2 		$3.24M Sell
96,210
-2,245
-2% -$77.6K 0.62% 33
2021
Q1 		$3.2M Buy
+98,455
New +$3.36M 0.62% 28
2020
Q3 		– Sell
-30,193
Closed -$1.03M – 357
2020
Q2 		$1.03M Buy
30,193
+4,886
+19% +$160K 0.22% 82
2020
Q1 		$763K Buy
+25,307
New +$765K 0.19% 103
2018
Q1 		– Sell
-585
Closed -$15K – 767
2017
Q4 		$15K Buy
+585
New +$14.4K ﹤0.01% 955

Other funds holding IAU

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
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
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

Calton & Associates's IAU Position: Q2 2026 in Review

Calton & Associates increased its iShares Gold Trust (IAU) stake by 17% in Q2 2026, buying an estimated $103K and bringing the position to 8,587 shares worth $648K. The position accounts for 0.1% of the portfolio, ranked #190.

Calton & Associates first reported a position in IAU in Q4 2017 and has held it in 13 quarters since. The position peaked at $3.24M in Q2 2021. 1,901 funds tracked by Wall St. Rank hold IAU as of Q2 2026.

  • Calton & Associates held 8,587 shares of iShares Gold Trust worth $648K as of Q2 2026.
  • Calton & Associates bought 1,219 iShares Gold Trust shares in Q2 2026, an estimated $103K.
  • iShares Gold Trust made up 0.1% of Calton & Associates's portfolio in Q2 2026, its #190 holding.
  • Calton & Associates first reported a position in iShares Gold Trust in Q4 2017 and has held it in 13 quarters since.
  • Calton & Associates's iShares Gold Trust position peaked at $3.24M in Q2 2021.
  • 1,901 funds tracked by Wall St. Rank held iShares Gold Trust as of Q2 2026.

Based on Calton & Associates's 13F filing for Q2 2026, filed 10 Aug 2026.