CA
IAU icon

Cambridge Advisors’s iShares Gold Trust IAU Stock Holding History

Cambridge 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
Q2 		$518K Sell
6,863
-20
-0.3% -$1.7K 0.09% 124
2026
Q1 		$607K Hold
6,883
– – 0.12% 111
2025
Q4 		$559K Sell
6,883
-10
-0.1% -$782 0.11% 114
2025
Q3 		$502K Sell
6,893
-40
-0.6% -$2.61K 0.1% 118
2025
Q2 		$432K Sell
6,933
-19
-0.3% -$1.18K 0.09% 124
2025
Q1 		$410K Hold
6,952
– – 0.09% 126
2024
Q4 		$344K Hold
6,952
– – 0.08% 132
2024
Q3 		$346K Hold
6,952
– – 0.08% 135
2024
Q2 		$305K Buy
6,952
+122
+2% +$5.39K 0.07% 138
2024
Q1 		$287K Hold
6,830
– – 0.07% 147
2023
Q4 		$267K Hold
6,830
– – 0.07% 145
2023
Q3 		$239K Sell
6,830
-35
-0.5% -$1.28K 0.06% 149
2023
Q2 		$250K Sell
6,865
-61
-0.9% -$2.29K 0.06% 148
2023
Q1 		$259K Hold
6,926
– – 0.07% 161
2022
Q4 		$240K Hold
6,926
– – 0.06% 165
2022
Q3 		$218K Hold
6,926
– – 0.06% 162
2022
Q2 		$238K Buy
6,926
+220
+3% +$7.83K 0.07% 160
2022
Q1 		$247K Hold
6,706
– – 0.06% 164
2021
Q4 		$233K Hold
6,706
– – 0.05% 169
2021
Q3 		$224K Buy
6,706
+4
+0.1% +$136 0.05% 165
2021
Q2 		$226K Buy
6,702
+48
+0.7% +$1.66K 0.05% 164
2021
Q1 		$216K Hold
6,654
– – 0.06% 156
2020
Q4 		$241K Buy
6,654
+1
+0% +$36 0.06% 146
2020
Q3 		$239K Buy
6,653
+1
+0% +$37 0.07% 137
2020
Q2 		$226K Buy
6,652
+2
+0% +$66 0.07% 134
2020
Q1 		$200K Hold
6,650
– – 0.07% 132
2019
Q4 		$193K Hold
6,650
– – 0.06% 143
2019
Q3 		$188K Hold
6,650
– – 0.06% 126
2019
Q2 		$180K Hold
6,650
– – 0.06% 132
2019
Q1 		$165K Hold
6,650
– – 0.06% 131
2018
Q4 		$163K Hold
6,650
– – 0.06% 127
2018
Q3 		$152K Hold
6,650
– – 0.05% 139
2018
Q2 		$160K Hold
6,650
– – 0.06% 140
2018
Q1 		$169K Hold
6,650
– – 0.06% 143
2017
Q4 		$166K Hold
6,650
– – 0.06% 139
2017
Q3 		$164K Sell
6,650
-172
-3% -$4.23K 0.06% 136
2017
Q2 		$163K Hold
6,822
– – 0.07% 131
2017
Q1 		$164K Hold
6,822
– – 0.07% 127
2016
Q4 		$151K Hold
6,822
– – 0.07% 128
2016
Q3 		$173K Hold
6,822
– – 0.08% 127
2016
Q2 		$174K Hold
6,822
– – 0.08% 126
2016
Q1 		$162K Hold
6,822
– – 0.08% 126
2015
Q4 		$140K Hold
6,822
– – 0.08% 124
2015
Q3 		$147K Hold
6,822
– – 0.09% 123
2015
Q2 		$155K Buy
6,822
+322
+5% +$7.43K 0.09% 120
2015
Q1 		$149K Hold
6,500
– – 0.09% 118
2014
Q4 		$149K Buy
+6,500
New +$151K 0.09% 120

Other funds holding IAU

BIAS
Beacon Investment Advisory Services Morristown, New Jersey $2.69B AUM 35.07% 1-Year Est. Return
AHC
Anderson Hoagland & Co St Louis, Missouri $1.28B AUM 29.05% 1-Year Est. Return
GG
GenWealth Group Maplewood, New Jersey $642M AUM 20.77% 1-Year Est. Return
SPIA
Strategic Point Investment Advisors Providence, Rhode Island $767M AUM 17.58% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
CWM
Chemistry Wealth Management New York $625M AUM 19.32% 1-Year Est. Return
MSWM
Mader & Shannon Wealth Management Kansas City, Missouri $214M AUM 23.75% 1-Year Est. Return
CCG
Chatham Capital Group Savannah, Georgia $783M AUM 31.99% 1-Year Est. Return
BWP
Baldwin Wealth Partners Marion, Massachusetts $1.53B AUM 28.5% 1-Year Est. Return

Cambridge Advisors's IAU Position: Q2 2026 in Review

Cambridge Advisors reduced its iShares Gold Trust (IAU) stake by 0.29% in Q2 2026, selling an estimated $1.7K and leaving 6,863 shares worth $518K. The position accounts for 0.09% of the portfolio, ranked #124.

Cambridge Advisors first reported a position in IAU in Q4 2014 and has held it in 47 quarters since. The position peaked at $607K in Q1 2026. 348 funds tracked by Wall St. Rank hold IAU as of Q2 2026.

  • Cambridge Advisors held 6,863 shares of iShares Gold Trust worth $518K as of Q2 2026.
  • Cambridge Advisors sold 20 iShares Gold Trust shares in Q2 2026, an estimated $1.7K.
  • iShares Gold Trust made up 0.09% of Cambridge Advisors's portfolio in Q2 2026, its #124 holding.
  • Cambridge Advisors first reported a position in iShares Gold Trust in Q4 2014 and has held it in 47 quarters since.
  • Cambridge Advisors's iShares Gold Trust position peaked at $607K in Q1 2026.
  • 348 funds tracked by Wall St. Rank held iShares Gold Trust as of Q2 2026.

Based on Cambridge Advisors's 13F filing for Q2 2026, filed 16 Jul 2026.