CSIA
IAU icon

Carl Stuart Investment Advisor’s iShares Gold Trust IAU Stock Holding History

Carl Stuart Investment Advisor’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 		$38.8M Sell
513,674
-15,168
-3% -$1.29M 15.6% 2
2026
Q1 		$46.6M Sell
528,842
-31,828
-6% -$2.92M 20.37% 2
2025
Q4 		$45.5M Sell
560,670
-23,219
-4% -$1.82M 41.07% 1
2025
Q3 		$42.5M Sell
583,889
-6,790
-1% -$443K 39.92% 1
2025
Q2 		$36.8M Sell
590,679
-19,747
-3% -$1.22M 18.85% 2
2025
Q1 		$36M Sell
610,426
-7,326
-1% -$396K 20.32% 2
2024
Q4 		$30.6M Sell
617,752
-4,797
-0.8% -$241K 16.32% 2
2024
Q3 		$30.9M Sell
622,549
-207
-0% -$9.69K 17.4% 2
2024
Q2 		$27.4M Sell
622,756
-4,345
-0.7% -$192K 17.11% 2
2024
Q1 		$26.3M Buy
627,101
+13,344
+2% +$523K 17.08% 2
2023
Q4 		$24M Sell
613,757
-4,698
-0.8% -$176K 16.13% 2
2023
Q3 		$21.4M Buy
618,455
+4,108
+0.7% +$150K 17.24% 2
2023
Q2 		$22.4M Sell
614,347
-2,126
-0.3% -$79.7K 17.15% 2
2023
Q1 		$16.3K Buy
616,473
+177,033
+40% +$6.35M 0.02% 38
2022
Q4 		$15.2M Sell
439,440
-219,876
-33% -$7.22M 14.05% 3
2022
Q3 		$21.5M Buy
659,316
+4,254
+0.6% +$139K 19.04% 2
2022
Q2 		$21.7M Buy
655,062
+160
+0% +$5.69K 18.84% 2
2022
Q1 		$24.1M Buy
654,902
+23,708
+4% +$847K 17.53% 2
2021
Q4 		$22M Buy
+631,194
New +$21.6M 15.95% 3

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

Carl Stuart Investment Advisor's IAU Position: Q2 2026 in Review

Carl Stuart Investment Advisor reduced its iShares Gold Trust (IAU) stake by 2.9% in Q2 2026, selling an estimated $1.29M and leaving 513,674 shares worth $38.8M. The position accounts for 15.6% of the portfolio, ranked #2.

Carl Stuart Investment Advisor first reported a position in IAU in Q4 2021 and has held it in 19 quarters since. The position peaked at $46.6M in Q1 2026. 1,909 funds tracked by Wall St. Rank hold IAU as of Q2 2026.

  • Carl Stuart Investment Advisor held 513,674 shares of iShares Gold Trust worth $38.8M as of Q2 2026.
  • Carl Stuart Investment Advisor sold 15,168 iShares Gold Trust shares in Q2 2026, an estimated $1.29M.
  • iShares Gold Trust made up 15.6% of Carl Stuart Investment Advisor's portfolio in Q2 2026, its #2 holding.
  • Carl Stuart Investment Advisor first reported a position in iShares Gold Trust in Q4 2021 and has held it in 19 quarters since.
  • Carl Stuart Investment Advisor's iShares Gold Trust position peaked at $46.6M in Q1 2026.
  • 1,909 funds tracked by Wall St. Rank held iShares Gold Trust as of Q2 2026.

Based on Carl Stuart Investment Advisor's 13F filing for Q2 2026, filed 6 Aug 2026.