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Cardiff Park Advisors’s iShares Gold Trust IAU Stock Holding History

Cardiff Park 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
Q1 		$2.85M Buy
32,370
+1,000
+3% +$91.7K 0.23% 65
2025
Q4 		$2.55M Buy
31,370
+1,452
+5% +$114K 0.21% 61
2025
Q3 		$2.18M Buy
29,918
+4,069
+16% +$265K 0.17% 74
2025
Q2 		$1.61M Buy
25,849
+4,132
+19% +$256K 0.14% 79
2025
Q1 		$1.28M Buy
21,717
+4,475
+26% +$242K 0.12% 87
2024
Q4 		$854K Sell
17,242
-1,148
-6% -$57.7K 0.08% 117
2024
Q3 		$914K Hold
18,390
– – 0.08% 108
2024
Q2 		$808K Hold
18,390
– – 0.08% 116
2024
Q1 		$773K Hold
18,390
– – 0.07% 121
2023
Q4 		$718K Hold
18,390
– – 0.08% 121
2023
Q3 		$643K Sell
18,390
-505
-3% -$18.4K 0.08% 121
2023
Q2 		$688K Hold
18,895
– – 0.08% 114
2023
Q1 		$706K Buy
18,895
+272
+1% +$9.76K 0.09% 110
2022
Q4 		$644K Buy
18,623
+901
+5% +$29.6K 0.09% 118
2022
Q3 		$559K Sell
17,722
-1,717
-9% -$56.3K 0.09% 128
2022
Q2 		$667K Sell
19,439
-4,738
-20% -$169K 0.1% 110
2022
Q1 		$890K Buy
24,177
+2,136
+10% +$76.3K 0.13% 82
2021
Q4 		$767K Buy
+22,041
New +$753K 0.1% 103

Other funds holding IAU

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return

Cardiff Park Advisors's IAU Position: Q1 2026 in Review

Cardiff Park Advisors increased its iShares Gold Trust (IAU) stake by 3.2% in Q1 2026, buying an estimated $91.7K and bringing the position to 32,370 shares worth $2.85M. The position accounts for 0.23% of the portfolio, ranked #65.

Cardiff Park Advisors first reported a position in IAU in Q4 2021 and has held it in 18 quarters since. 1,960 funds tracked by Wall St. Rank hold IAU as of Q1 2026.

  • Cardiff Park Advisors held 32,370 shares of iShares Gold Trust worth $2.85M as of Q1 2026.
  • Cardiff Park Advisors bought 1,000 iShares Gold Trust shares in Q1 2026, an estimated $91.7K.
  • iShares Gold Trust made up 0.23% of Cardiff Park Advisors's portfolio in Q1 2026, its #65 holding.
  • Cardiff Park Advisors first reported a position in iShares Gold Trust in Q4 2021 and has held it in 18 quarters since.
  • 1,960 funds tracked by Wall St. Rank held iShares Gold Trust as of Q1 2026.

Based on Cardiff Park Advisors's 13F filing for Q1 2026, filed 15 May 2026.