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 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 Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

Cannell & Spears's IAU Position: Q1 2026 in Review

Cannell & Spears increased its iShares Gold Trust (IAU) stake by 6.6% in Q1 2026, buying an estimated $18.3K and bringing the position to 3,210 shares worth $283K. The position accounts for 0.01% of the portfolio, ranked #365.

Cannell & Spears first reported a position in IAU in Q4 2025 and has held it in 2 quarters since. 1,960 funds tracked by Wall St. Rank hold IAU as of Q1 2026.

Cannell & Spears held 3,210 shares of iShares Gold Trust worth $283K as of Q1 2026.
Cannell & Spears bought 200 iShares Gold Trust shares in Q1 2026, an estimated $18.3K.
iShares Gold Trust made up 0.01% of Cannell & Spears's portfolio in Q1 2026, its #365 holding.
Cannell & Spears first reported a position in iShares Gold Trust in Q4 2025 and has held it in 2 quarters since.
1,960 funds tracked by Wall St. Rank held iShares Gold Trust as of Q1 2026.

Based on Cannell & Spears's 13F filing for Q1 2026, filed 14 May 2026.