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Cannell & Spears’s iShares Gold Trust IAU Stock Holding History

Cannell & Spears’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 		$226K Sell
2,992
-218
-7% -$18.5K ﹤0.01% 410
2026
Q1 		$283K Buy
3,210
+200
+7% +$18.3K 0.01% 365
2025
Q4 		$244K Buy
+3,010
New +$235K ﹤0.01% 374

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

Cannell & Spears's IAU Position: Q2 2026 in Review

Cannell & Spears reduced its iShares Gold Trust (IAU) stake by 6.8% in Q2 2026, selling an estimated $18.5K and leaving 2,992 shares worth $226K. The position accounts for ﹤0.01% of the portfolio, ranked #410.

Cannell & Spears first reported a position in IAU in Q4 2025 and has held it in 3 quarters since. The position peaked at $283K in Q1 2026. 1,909 funds tracked by Wall St. Rank hold IAU as of Q2 2026.

  • Cannell & Spears held 2,992 shares of iShares Gold Trust worth $226K as of Q2 2026.
  • Cannell & Spears sold 218 iShares Gold Trust shares in Q2 2026, an estimated $18.5K.
  • iShares Gold Trust made up ﹤0.01% of Cannell & Spears's portfolio in Q2 2026, its #410 holding.
  • Cannell & Spears first reported a position in iShares Gold Trust in Q4 2025 and has held it in 3 quarters since.
  • Cannell & Spears's iShares Gold Trust position peaked at $283K in Q1 2026.
  • 1,909 funds tracked by Wall St. Rank held iShares Gold Trust as of Q2 2026.

Based on Cannell & Spears's 13F filing for Q2 2026, filed 11 Aug 2026.